Hi Bob,
I'm a little slow on the trigger, but posted anyway because I couldn't get a convenient load on that link.
I agree with your assessment and share your enthusiasm. As I wrote a few days ago, I didn't have expectations for a ground shaking Q. KVH continues to work to carve out its niche in the selected arenas, while continuing to grow their existing businesses in a rough climate. Growth with potential for much more growth, not a bad combination.
I continue to wait for information regarding the current sensor, perhaps on the CC we'll learn something. Not that it's the only game for the company, but it is a new use for a product they already have, and thus a bonus of sorts. I always enjoy the new uses they seem to come across after inventing some gizmo... fertile minds and imagination (intellectual.... property) are a big asset for KVH.
I think the existing businesses will continue to grow, perhaps even thrive. The military business (we're global!) seems to be picking up, and the government is apparently destined to throw more money in the pot, which should be a plus.
While, I assume, progress is being made in all known areas, I'm trying to temper my wide-eyed view of the company until we see the bottom line... sales. Perhaps I'm just impatient waiting to see who's going to use these inventions.. who will be our partners in these various businesses? It's not nearly as dark out there as it used to be... and seems to be proceeding according to plan.
Regards,
Roy |
