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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: Pink Minion who wrote (1118)	4/2/2002 9:14:31 AM
From: robert b furman	Read Replies (1) of 7249

Hi Semi, My bet this pushout of a large military order (which carries the best margins)is a strategic ploy to be in the black 1 quarter earlier than past guidance which referenced the second half. Nice to know satellite sales are so strong they can pick up the slack on a pushout and not hurt past guidance. Very few companies have had growing demand for their products throughout this slow down.Sales growth has been impressive. R&D has delayed the profitability of this firm for the last 4-5 quarters.Running in the black, with their annualized sales rates,will no doubt create a multiple expansion. Setting up to become profitable by a quarter ,earlier than previous guidance, is THE SINGLE BEST IDEA in enhancing stock holder value.<VBG> Bob P.S. Sector - how big was the reduction in the Asian Nav Trac Order that was being delivered this first Half?? I'm running off memory here (always dangerous) but do I recall your estimate of 1.9 Million?? guessing

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