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: Bridge Player who wrote (1558)	11/27/2002 2:49:19 PM
From: Sector Investor	Read Replies (1) of 7249

<<Do you feel that KVHI will/should trade at multiples substantially higher than their growth rate?>> Which growth rate, revenue or earnings? Revenue will grow more than 40% this year (projections look like 46%). I view the 20%-30% growth number for 2003 as merely a "placeholder". That can be revised at any time, and with the accelerating service and OEM revenue, growing military prospects, expanding markets, and major new products, any such revisions likely will be UP. But Earnings growth will exceed that tremendously. KVH has TAX loss carry forwards that cover the first 30 cents or so of earnings. In Q3 KVH earned a penny. They can easily double or triple that in Q4. Needham is estimating $0.27 for 2003, and IMO, that is going to be low. I think the market will focus more on earnings growth, rather than revenue growth, and that is going to look spectacular in 2003. So which growth rate were you referring to? <g>

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