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 (1531)	11/17/2002 4:30:13 PM
From: robert b furman	Read Replies (1) of 7249

Hi Roy, I really didn't mean to be too negative on the stock.Its relative performance is one the main reasons I'm accumulating more. In this vicious bear market to build a multiyear cup and handle vs going to new lows is doing a very strong statement. There is no doubt in my mind that KVHI is/has been under accumulation these last several years. The ability to resist a general market decline means it will be a leader in the next market recovery. The RSI,return to profitability,established topline growth rate all add up to the best potential stock I know of. As you state the quicker the antennae gets introduced - the quicker it will begin to gain traction. As the below slide shows - 1% = 100 million per year. media.corporate-ir.net This is the first huge market and they will have a no competition to be seen lead. THIS WILL BE HUGE. In the past years the entertainment screen took 2-3 years to get going.The first year Warner Brothers had a Venture Van package.- they were duds,didn't sell well and took big rebates to mave them at year end. Now we are selling them in Venture Silhouettes,Avalanches - more the last 90 days than years before. It really is becoming desired.Mostly to young families who have children to entertain.Once a neighbor finds out how quiet the kids are on a trip - it is a MUST HAVE OPTION for their next purchase. Now another 2 grand for live DVB and the subscription rate will move it to the upscale SUV's and Limo's. Then cheaper packages will work their way down. Like the Trac Vision took 2-3 years to become dominant amongst RV makers - so too will the low profile. That being said it is the BIG MARKET and a slow start on a bigger market can do more to move KVHI up to the 100 million in sales level. At that point people will be placing PE'S on a nice profit and looking at the revenue growth rate - it could justify a nice PE in even a normal market. Patient - I can be. This price action is really beginning to make me get excited. When a stock looks like it can't get over a number (8) - that's when I get excited.gg Bob

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