Bob, well stated. In fact, I forwarded a copy of your post to Alice Andrews at KVH IR and received this response (edited of personal greetings):
I saw the SI message from Bob Furman, and am glad you inquired about his
comments. The company is aware of the opportunities for providing mobile
access to the Internet and broadcasting services and is focusing on those areas
through several development efforts.
In fact, we recently added EchoStar as a DBS provider in addition to
DIRECTV and USSB and introduced optional services for TracVision II
owners that allows them to subscribe to real-time market data and
marine weather information. KVH also has developed a system for
mobile DBS reception in land vehicles (TracVision LM) that the company
expects to start shipping in the first quarter of this year (1999).
TracVision LM is designed to provide stable satellite reception while
a vehicle is at rest or in motion, supplanting the self-acquiring and
crank-up units that are capable of at-rest reception only. The market
for TracVision LM includes RVs, motor coaches, buses, trains and
long-haul trucks and the system price is expected to be highly
competitive.
Meanwhile, the company is pursuing other opportunities, including those
related to the Internet, in the broadband satellite market. As Bob noted,
our increasingly mobile world still insists on the telecommunications
access that only satellites can deliver and broadband systems on mobile
platforms require precision tracking antennas like KVH's to maintain
satellite contact.
Let me know if you have any additional questions.
Alice Andrews
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