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Technology Stocks : KVH Industries, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (331)	2/19/2000 8:17:00 AM
From: cmg	Respond to of 7249

I know I'm in good company when Dave and Sector take positions.......good luck to all.....cmg

To: Sector Investor who wrote (331)	2/19/2000 8:45:00 AM
From: Bosco	Read Replies (1) \| Respond to of 7249

Hi SI - good to hear from you. I agree with you. Judging from the company bio and history, it should at least have enough contracts from the old lines to keep it going. So everything else is extra. Of course, I reckon some of its potentials are now being price into the stock, but I think it is in the 2nd inning at most :). I actually see beyond conversion van. Considering now parents are outfitting mini vans - and who knows, maybe SUVs soon - with VCRs as hi tech child pacifiers :), I see a good chance of scaling up. Another angle is that of the navigational system. Before I took the position - albeit a bit too early - I also noticed that Mr Trimble has also taken a board seat. I don't have TRMB, but I think the synergy of these companies can be quite a potent brew! The only unknown is that I see KVH is the initial of the founder, who is 83 [?] The 2nd in command seems to be a relative. So, this can be a good thing as much as it can be an obstacle for us investors. best, Bosco