KVH Industries, Inc. Message Board

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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 (1133)	4/25/2002 8:07:24 AM
From: robert b furman	Read Replies (1) of 7249

Hi Roy - one has to get up early to beat your post's - as usual thanks for your reliability. If next quarter is a repeat and we can add 500,000 of delayed military shipments (guessing at a margin of 50%) we'll add 250,000 additional gross to the 1,100,000 short fall. Next big question is if R&D can be reduced or if DSP 5000 gyros can contribute in Q2? I would guess the margins on the "military gyros-DSP 5000) are the richest of margins and most desirable if they provide a fraction of the cost to their counterparts. I wonder how long it takes to get worked into the military procurement/specs? Sounds like a bureacracy - but I bet with the savings involved - an expedite process exists?? I still think KVH could surprise with a "breakeven" or "in the black" a quarter early Q2. What I really want is one of those flat satellite antennaes for my Yukon.I'll have to wait for H2 02.I guess its a lot like owning KVHI - you just have to be patient. It sure is nice to see KVHI trading in the 8's.We got there in much more solid route this time vs last quarter's up 1.75 in one day. All in All - not many companies saying their sales are up 18% and projecting a 30-40% annual growth rate. Now to the most important achievement - GETTING IN THE BLACK.When that happens - we'll be in the teens.Many stocks with good revenue growth don't stay in the teens very long.gg Looking good and things are getting very exciting. Bob In the past R&D equalled the loss.This quarter R&D incresed 500,000 and was over twice the loss.In short - reduce R&D and we're in the black vs breakeven in the past. This really is a good story.The R&D is definately beginning to drive sales and revenue.With this trend established and margins as high as they are - IN THE BLACK is definately in the screen. See you at the telecast.gg

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