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: unclewest who wrote (761)	3/16/2001 5:05:17 AM
From: robert b furman	Read Replies (1) \| Respond to of 7249

Hi Unclewest, Product is in prototype phase. Conceptually a technology leaprfog in speed(up to 2 and 1/2 times faster than the high end physical capabilities of current known modulators) 40 gigahertz at initial start up and can go up to to 100 gigahertz at a Fraction of the cost. The new technology is much simpler to make with higher yields. The announcement of the product being displayed at the show will be its debut. MAJOR ACCOMPLISHMENT!! This is the first time we have a product - up to now it has been a concept. This is a MILESTONE !! IMHO Bob

To: unclewest who wrote (761)	3/16/2001 1:09:54 PM
From: RobertSheldon	Read Replies (1) \| Respond to of 7249

does anyone know how competitive kvhi's optical products are to corv, avnx or lumera? (a mvis subdivision) You can shove a Powermux (AVNX) in front of the in-fiber modulators and do away with all sorts of "optical chips" (from BKHM, NUFO, and some emerging companies) and increase lambdas while utilizing very high data rates (>200 Gbps - existing materals limit the high end to 40 Gbps). This certainly gets in the way of Gilder's "wide and weak" paradigm. It should be renamed "wide and high" - I have spoken with him about this and they have visited KVHI. (I'm sure this will fly around the net and it will turn into GG wants to put it on his list - that's hooey) As you probably already know, AVNX basically obviates CORV's 160 channels. Lumera's shortcoming is that they do not have a good path to market. KVHI has its fiber, existing products that will be integrated with the new polymers for greater performance and established relationships. In short AVNX needs KVHI and AVNX surpasses CORV. Hope this helps. The cat is out of the bag.