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

To: Sector Investor who wrote (407)	4/21/2000 4:27:00 PM
From: akmike	Read Replies (1) \| Respond to of 7249

I don't have time right now to review fully, but I will get to it later. According to the 10-K released today the projected tax rate is 38%. The 10-K also disclosed that KVHI has had some difficulty integrating the fiber-optic technology acquired in l997 and that the fixed fiber-optic manufacturing costs haven't yet been absorbed by revenues. This would indicate to me that your model is too conservative for gross margin assumptions.(IF the revenue materializes) I believe the GM range stated in the cc was 42-45%.