KVH Industries, Inc. Message Board

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Technology Stocks : KVH Industries, Inc.

KVHI 5.535

-1.7%

3:50 PM EST

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To: robert b furman who wrote (964)	12/3/2001 11:10:10 AM
From: Roadkill	Read Replies (2) of 7249

Hi Bob. Hope all is well with you. I'm unsure how to value the announced ISP rights because I haven't done enough DD to know what % of each subscriber's monthly bill goes to KVH. If it's a trifling percentage (and given that KVH is only supplying the hardware, I suspect that it is), then I don't think this effects valuation much. For instance, $1 a month won't impact KVH materially until you get at least a million customers. That's a lotta boats and RVs! What I like best about the ISP issue is that it sets the tone for KVH to receive a cut of the monthly bills for the flat antenna, too. That market is huge, and we could reach materiality on those monthly rates very quickly. The ISP agreement also establishes a base of business contacts, etc. within which KVH can immediately offer ISP service via the flat antenna (hopefully), which would be very exciting. RK

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