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Technology Stocks : KVH Industries, Inc.

KVHI 5.970

+1.4%

Oct 31 9:30 AM EST

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To: Roy F who wrote (917)	10/24/2001 8:51:47 AM
From: robert b furman	Read Replies (1) of 7249

Hi Roy, My keyboard locked up.Must be my lightning speed typing!hehehe This internet BVD on land and sea is perhaps the best exposure KVH could get.Any one out there doubt the internet is big? If this would've have happened when we were talking about it (back in the bubble era) - KVHI would've opened up 200% (maybe this morning is the morning). hehehehe As I was saying in the last post - now we need to see continued announcements of new products: 1)mobile trac-net/vision for suv's and smaller vehicles - this is the huge segment.This is where the numbers are - all downtown taxi's/shuttles where exec's now work on the way to the airport.SUV's ,I sell more Suv's than trucks into the suburban area's, where American affluence resides - this market is huge. I will be the first Demo in Texas - bet on it - It is my "must have" Toy !!!! 2)Fog current sensor - this product's time has come - it needs to get announced !! Wondering if sponsoring companies inventory of old technology is delaying announcement??? 3) 40 gbps Modulator - This will be huge as well. IBD featured an article on a company called "Photon Ex". They've received a third round of financing (90 million) bringing total funding to 178 million.The funding was done for the production of 40 gigabit fiber optics.The article states funding was done after due diligence made sure there was "ready demand" for the capability to send 40 billion bits of data a second.I bet they know KVH as well. If we can build up to the 12's have a nice little 2-3 week decline to 10 and then announce the products and be in the black - well 20 will be a quick trip.The best part is revenue growth is quite impressive through out this entire industry wide decline. Dynamic growth based on new technology.We must announce actual product availability and let the growth lead us to the black - the rest will take care of itself. Times are exciting !!! Great to hear from you - I'M LONG AND ALIVE Bob KVH's Trac vision is a no brainer now: Faster and Cheaper to use and only costs 2300-2995.This is pocket change for RV owners and Boat owners - not to mention SUV's.It is a big option for SUV's but still very doable.Keep in mind the purchase of a fold down flat panel display must also be done - makes the toy cost 4000 to 5000 plus a monthly subscription.A best seller on Cadillac SUV'S I bet.When Cadillac launched their "hi tech" night vision - they couldn't satisfy demand and that had very little to do with an established need much less the internet.Yikes I'm getting excited - better go out and run 10 miles.gggg

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