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Technology Stocks : KVH Industries, Inc.
KVHI 5.520-2.1%Nov 7 3:59 PM EST

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To: awecr2 who wrote (7001)6/29/2018 11:49:00 AM
From: bob6496  Read Replies (1) of 7249
 
Hi AW.

Your comment on Waymo led me to links below. KVH shows Waymo van in their blog article last year and Waymo said at the end of May this year they are purchasing up to 62,000 Chrysler Pacificas. That is more than likely why you talked about Waymo in the second half, but it was unclear to me what you meant until reading the two links.

kvhmobileworld.kvh.com

qz.com

Lots of articles out there on Waymo purchase of Pacificas. I chose this one only because its photo is the same as the one KVH shows in their blog article.

I will go with above as reason why we have had the stock appreciation we have enjoyed the past couple weeks. And while I do not recall that KVH has ever directly said they were in Waymo, showing their vehicle in their blog could indicate they are?

If KVH is indeed in the 62,000 vehicles that is real news especially given that Waymo had only 600 or so Pacificas testing before the announcement. That kind of purchase by Waymo signifies a gigantic leap of faith by them. They clearly feel they have the secret sauce to take the vehicles to the next level of autonomy. The million dollar question here is, if KVH is indeed in the vehicles, at what price are they selling the fog's?

As usual, thank you AW for helping me see the light!
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