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


To: Sector Investor who wrote (1252)6/4/2002 10:29:50 AM
From: Sector Investor  Read Replies (1) | Respond to of 7249
 
I've updated the consolidated links, but not in the header. There are only three new links, but now enough personnel related ones to create a new section. I'll post it next. When we get a few more, I'll ask to have the header updated again. I've pretty much given up trying to align the links as SI apparently uses a different font for the header than for other posts.



To: Sector Investor who wrote (1252)6/4/2002 8:48:00 PM
From: Michael Dunn  Read Replies (1) | Respond to of 7249
 
Sector,

I completely agree that the market is large, and KVHI is small so being able to address even a portion of the market is an amazing opportunity for KVHI. That's why I'm long.

I just wanted to point out why the gryos and IMUs product are well suited for one part of the market and not another. And it is because their product is open loop which means it's best for short range systems. As ranges increase the angular drifts would either need to be crosschecked and corrected through logic at a higher system level or the gyros/IMUs will give unacceptable error bars when trying to hit a target.

For short range systems the volumes will be greater and hence the price pressure will probably be greater, so I think KVHI is hitting the right part of the market.

Mike