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

To: Roy F who wrote (636)	1/3/2001 8:38:02 AM
From: robert b furman	Read Replies (1) \| Respond to of 7249

Hi Roy, I'm not sure a detailed analysis on EPS or number of shares outstanding is the central point regarding KVHI'S current actions. I think it speaks volumes that the original fund to invest in KVHI was the "go to fund" for the entire SPO.The fact that these funds will be used for development of a low profile antennae(for automotive use - they're getting close to my need for the Harley <VBG> ) and a fiber optic modulator that will rewrite the bandwidth capabilities that can be fed into an optic cable - or recieved by a satellite on a mobile platform is HUGE. These develope and advance the killer applications of satellite - Mobile internet access.The fact that funding is obtained for the buildout (to me indicates that a working prototype was demo'd).KVHI has for a long time emphasized that patents would protect their designs.The ability to obtain funding thru an SPO - (which always dilutes ownership) at a price that in fact supported the price of the stock SAYS IT ALL !!! THESE GUYS ARE GOOD!!! and people with much larger positions than us are grabbing a bigger peice. IT APPEARS CLEAR TO ME !!! AAAALLLLLLLLLLLLLLL !!!! AAABBBOOOAAARRRRRDDDDD !!!!!! Bob I think this suggests KVHI is close to Niche leadership in two huge high growth potential markets. Not to mention their leadership in existing products(stabilized antennae platforms and FOGs). This is the strongest evidence to date that we are beyond concepts. We have effectively begun buildout of the first commercial entries in two dynamic and sought after products. Now let's announce a couple million dollar sales award for the long awaited current sensors.HEHEHEHE In short don't sweat the EPS.With margins that KVHI likes - worry about the ramp up and earnings shall soon follow. I just love this company !!!!! Bob

To: Roy F who wrote (636)	1/3/2001 11:28:21 AM
From: Roadkill	Read Replies (2) \| Respond to of 7249

Thanks for the kind note, Roy. Like you, I'm still kicking around with KVHI. Mostly lurking nowadays. It's amazing how this little company has transformed itself since '97. I still remember receiving the PR about the FOG purchase from Andrew and thinking, "I wonder what they'll do with that?" LOL! In any event, although I'm a little skeptical about the long-term prospects of KVHI's mobile internet project (QCOM's HDR technology should be available in 18-24 mos, muting the need to have a fancy antenna on your car's roof), I'm enthusiastic about the o-e-o product and the current sensor. Although the potential success of the o-e-o is still a little uncertain until working prototypes are completed, it appears that the current sensor is much closer to reality. In that regard, I did find yesterday's PR regarding the new funding disturbing in one respect: The two initiatives that KVHI mentioned were the mobile broadband and the optical product. No mention of the current sensor, which is supposedly the closest to market. Any thoughts on this omission? Maybe I just missed a reference to it in the PR. I'll read it over again to see if it's in there. RK