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Technology Stocks : KVH Industries, Inc.
KVHI 5.630-6.5%Nov 6 3:59 PM EST
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To: Greg h2o who wrote (711)2/8/2001 6:25:41 PM
From: Sector Investor  Read Replies (1) of 7249
 
You may have a good opportunity.

Some people may be put off by the accelerated development raising R&D to the point where they may be only marginally profitable in '01.

However, anyone who knows what is happening with 40Gbps components knows the current generation technology doesn't work due to basic Physics limitations. KVHI says they have a technology that will work not only at 40Gbps, but at over 100Gbps as well. Plus, because they don't need Electro-Optic chips, their production process is very straight forward and easiliy manageable, and they will have MAJOR cost advantages over competitors.

If it takes a few quarters of flat earnings, that is really a small price to pay.

What they are doing affects LMNE, JDSU and all the other component companies. What works at the 10Gbps level needs new processes at 40Gbps and higher. It is not a stretch at all to see LMNE interested in what KVHI is developing. I can easily see a strategic partnership here, as (for example) if LMNE is spending $millions for THEIR R&D (to end up with a higher cost process) they might as well help KVHI develop and secure access to lower cost components over THEIR competitors.

Hey Noam, the early bird gets the worm!
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