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

To: Roy F who wrote (1019)	1/9/2002 12:26:42 PM
From: Sector Investor	Read Replies (1) \| Respond to of 7249

<<Since I'm not aware of anything bad... other than maybe a delay here or there>> Hi Roy, Yes, the delay on the Current Sensor is frustrating, but KVH is not in control. Their partner is one of the "top 3" in the electrical equipment industry, and the current sensor must be just a tiny part of things for them, and it represents a new generation of technology - meaning the old generation's inventory and factories must be disposed of first. To us it's important - but hardly critical, as it represents NEW revenue. That 30% - 40% growth for 2002 doesn't include it. I'm also pretty sure that it doesn't include revenue from the modulator or the low profile antenna, because they don't have sales agreements yet - even though Martin says both products should contribute in 2002 (antenna by mid-2002 and modulator near the end of 2002). So I think there is lots of upside buffer in Martin's estimates.