KVH Industries, Inc. Message Board

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Technology Stocks : KVH Industries, Inc.

KVHI 5.755

-3.6%

Nov 3 3:55 PM EST

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To: Roadkill who wrote (192)	6/5/1998 10:47:00 PM
From: robert b furman	Read Replies (1) of 7249

Nice to see a bottomfisher tug on the line.Very good recap of situation in your post.I started accumulating this stock at 8 UGH,5 no big deal and 3 3/4 ( I liked it at 8 - I love it at 3 ). Past holders of this stock are so depressed it is nice to see some fresh attitude . Congrats on your patient good buys. Agree with margins analysis and future sales expectations.Anyone who hires trains and sends out a sales force of cold call sales generators understands it just doesn't happen because you started doing it.I have ownership in one of the top 50 chevrolet dealership (CSV)in the country - which consists of a field force that contacts potential buyers on a computerized consistent cold call basis and let me tell you it TAKES TIME. Granted we offer mature products not proprietary products.But pounding the pavement for establishing a long term relationship is where it is at - and that takes more time and persistence than can be normally anticipated. In short I think management is on a correct course for stable growth with dynamic margins. KVHI is in a very niche oriented market - that has future demand and great margins. It is A long term play and that is OK.My past experience in bottom picking is that 400 -500 percent- averages out very nicely over 2-4 years.Especially when 20 per cent capital gains taxation apply! :-) Nice to see some value oriented life come into this thread. Remember: The winner is the one who buys the most at the lowest price! IMHO Bob P.S. Big volume yesterday and spike down into 2's occurred on two blocks of 95000 shares each.Don't know who sold - but Bloomberg referenced a management co. that owned 190,000 shares .Sort of looks like somebody walked up to the Lick Log and said I'm not a long term player - hurt me.(sort makes me feel foolish for not having a GTC lowball Out there to roll in a nice average down position). No regrets been bottomfishing in other ponds.:-)

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