KVH Industries, Inc. Message Board

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Technology Stocks : KVH Industries, Inc.

KVHI 5.990

+4.1%

Nov 4 3:59 PM EST

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To: robert b furman who wrote (1108)	3/30/2002 9:40:21 AM
From: Sector Investor	Read Replies (1) of 7249

You mean "MSA"? <<The companies will develop PIN RECEIVERS with differential coplanar outputs for use in 40-Gbps fiber-optic applications.>> This joint agreement is aimed at developing 40Gbps RECEIVERS, not TRANSMITTERS, of which modulators are a part. JDSU already has a 40Gbps modulator, but is Lithium Niobate based based, will be higher priced, and has lesser specs. jdsu.com Since receivers are NOT among the products KVH intends to make, and since you have to have both 40Gbps receivers AND transmitters, anything that speeds up the missing pieces for 40Gpbs transmission is good news for KVH.

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