KVH Industries, Inc. Message Board

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Technology Stocks : KVH Industries, Inc.

KVHI 6.030

+0.7%

3:51 PM EST

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To: Roy F who wrote (636)	1/3/2001 8:38:02 AM
From: robert b furman	Read Replies (1) of 7249

Hi Roy, I'm not sure a detailed analysis on EPS or number of shares outstanding is the central point regarding KVHI'S current actions. I think it speaks volumes that the original fund to invest in KVHI was the "go to fund" for the entire SPO.The fact that these funds will be used for development of a low profile antennae(for automotive use - they're getting close to my need for the Harley <VBG> ) and a fiber optic modulator that will rewrite the bandwidth capabilities that can be fed into an optic cable - or recieved by a satellite on a mobile platform is HUGE. These develope and advance the killer applications of satellite - Mobile internet access.The fact that funding is obtained for the buildout (to me indicates that a working prototype was demo'd).KVHI has for a long time emphasized that patents would protect their designs.The ability to obtain funding thru an SPO - (which always dilutes ownership) at a price that in fact supported the price of the stock SAYS IT ALL !!! THESE GUYS ARE GOOD!!! and people with much larger positions than us are grabbing a bigger peice. IT APPEARS CLEAR TO ME !!! AAAALLLLLLLLLLLLLLL !!!! AAABBBOOOAAARRRRRDDDDD !!!!!! Bob I think this suggests KVHI is close to Niche leadership in two huge high growth potential markets. Not to mention their leadership in existing products(stabilized antennae platforms and FOGs). This is the strongest evidence to date that we are beyond concepts. We have effectively begun buildout of the first commercial entries in two dynamic and sought after products. Now let's announce a couple million dollar sales award for the long awaited current sensors.HEHEHEHE In short don't sweat the EPS.With margins that KVHI likes - worry about the ramp up and earnings shall soon follow. I just love this company !!!!! Bob

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