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Technology Stocks : KVH Industries, Inc.

KVHI 6.020

+0.5%

Nov 5 3:53 PM EST

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To: Roy F who wrote (636)	1/3/2001 11:28:21 AM
From: Roadkill	Read Replies (2) of 7249

Thanks for the kind note, Roy. Like you, I'm still kicking around with KVHI. Mostly lurking nowadays. It's amazing how this little company has transformed itself since '97. I still remember receiving the PR about the FOG purchase from Andrew and thinking, "I wonder what they'll do with that?" LOL! In any event, although I'm a little skeptical about the long-term prospects of KVHI's mobile internet project (QCOM's HDR technology should be available in 18-24 mos, muting the need to have a fancy antenna on your car's roof), I'm enthusiastic about the o-e-o product and the current sensor. Although the potential success of the o-e-o is still a little uncertain until working prototypes are completed, it appears that the current sensor is much closer to reality. In that regard, I did find yesterday's PR regarding the new funding disturbing in one respect: The two initiatives that KVHI mentioned were the mobile broadband and the optical product. No mention of the current sensor, which is supposedly the closest to market. Any thoughts on this omission? Maybe I just missed a reference to it in the PR. I'll read it over again to see if it's in there. RK

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