Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sector Investor who wrote (668)	1/11/2001 8:51:54 PM
From: robert b furman	Read Replies (1) \| Respond to of 7249

Hi Sector, I've have a stock that holds 50 % margins.Cohu over the years does this .They have a herd time holding 15% bottom line. 15 % would be outstanding. It seems that gain volume/marketshare selling arrangements occur this will trim the 17% to 15.In the case of KVHI they also have introductory expenses on satellite dishes. I think we may be absolutely amazed at the margins of the modulators.If a manufacturer has the capability of new technology at greater speeds at much cheaper - Why cut out the margins.High margins can be addictive in the beginning of a "new product". I suspect Martin will price the modulators "rich" compared to the gyros.JMHO Bob Hope to hear you singing more often!!! HEHEHEHE Bob

To: Sector Investor who wrote (668)	1/11/2001 8:55:01 PM
From: robert b furman	Respond to of 7249

Hi Sector, I've have a stock that holds 50 % margins.Cohu over the years does this .They have a hard time holding 15% bottom line. 15 % would be outstanding. It seems that to gain volume/marketshare - selling arrangements occur, this will trim the 17% to 15(increase selling expenses).In the case of KVHI, they also have introductory expenses on satellite dishes or trade shows etc.for other products. I think we may be absolutely amazed at the margins of the modulators.If a manufacturer has the capability of new technology at greater speeds at much cheaper prices - Why cut out the margins initially. High margins can be addictive in the beginning of a "new product". I suspect Martin will price the modulators "rich" compared to the gyros.JMHO Bob Hope to hear you singing more often!!! HEHEHEHE Bob