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

To: robert b furman who wrote (876)	7/21/2001 6:42:13 AM
From: Roy F	Read Replies (2) \| Respond to of 7249

Good morning, Bob, Yes, the current sensor market in KVH dollars is $450mm, and they're pricing their product at a considerable savings to the existing products. As for the modulator, I was glad to hear MKVH say that the 40 would work for the 10. As Sector and I discussed previously, the product will be almost irresistible. KVH can sell the 40 for less than the current price of the 10 and still make a killing. The purchaser has a product that won't require an up-grade till the next generation (160?) comes along. My guess would be that they'll have that one well ahead of the competition, too. As is the case with any new product, acceptance will likely require more patience.. but, it's hard to believe what KVBH is offering won't be extremely attractive in the marketplace.... cheaper... faster... and first. Hmmm, not bad, not bad at all. Roy