KVH Industries, Inc. Message Board

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Technology Stocks : KVH Industries, Inc.

KVHI 5.630

-6.5%

Nov 6 3:59 PM EST

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To: Sector Investor who wrote (1491)	10/18/2002 4:40:58 PM
From: Sector Investor	Read Replies (1) of 7249

So, this is just to finish the thought process of my previous post. Knowing that the bottom line they report can be controlled by expenses - likely the R&D that they can fund lower or higher as they choose, and knowing that what they report in Q4 is unimportant (2003 is the year to shine), other than that the number has to be black and higher than a penny, I think they have three main objectives. 1) Beat the $0.01, but not necessarily by too much. 2) Manage their cash. In Q3 they said they had $1.2 million of Cap-ex before the end of the year. I don't remember what number (if any) was mentioned in the CC. 3) Keep the bar low enough so that they will be able to meet/exceed in 2003. If I had to guess right now, I would guess they cut R&D, fund the Cap-ex, and report $0.02 or $0.03. It is a VERY NICE position to be in to have your quarter already mostly made. With their $8M backlog and now some OEM visibility, this is exactly the position they are in. Very nice indeed! P.S. This was posted before I read akmike's crossing post. <g>

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