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

To: Roy F who wrote (831)	6/7/2001 2:27:10 PM
From: Sector Investor	Read Replies (2) \| Respond to of 7249

If that works, that opens a whole new era. If a KVH modulator worked equally well at 10Gbps or 40Gbps, it would turn the market upside down. How could other vendors sell 40Gbps modulators at $10,000+ and 10Gbps modulators at $2,000+ if a KVH modulator works at either level? If, say just for conversation, KVH sold such a product for $2,000, they would probably be swamped by BOTH 10Gbps and 40Gbps users - one for the upgrade benefit, the other for the huge price break. What happens though? Other vendors can't sell 40Gbps modulators that low. If KVHI wasn't QUICKLY ready to meet the entire market demand, what do 40Gbps customers do? It would be nice to throw a bit of electronics in there to restrict the higher speeds unless some kind of encryption key were sent to it - which KVH would provide for an additional fee of course. I don't see how that could work though. Nice thought though. A better way (it just occurred to me) would be to include something in the contract that an additional one time fee would be paid if and when a customer moved their networks from 10Gbps to 40Gbps or higher. Additional future revenue from products put in place in the past! Now THAT, I like!