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

To: Sector Investor who wrote (1268)	6/10/2002 8:29:33 AM
From: robert b furman	Respond to of 7249

Hi Sector, If as in the auto world : Standard in high end also means available in lower end. The volume always lies in the lower end - making it easily available by long term financing vs "out of pocket expenditures" really opens the volume spigot.JMHO That younger family is the segment that really watches TV.Retirees only need it for CNBC - not that big. I think this is just a volume move - may be the best one yet.I'd say it will be more effective than doing business with Stagway (aftermarket). No doubt the very least that can be said is it confirms the maturing of this product to becoming "mainstream". That in itself is HUGE!!! Bob

To: Sector Investor who wrote (1268)	6/10/2002 8:30:51 AM
From: Sector Investor	Read Replies (1) \| Respond to of 7249

Fleetwood RV: fleetwoodrv.com

To: Sector Investor who wrote (1268)	6/27/2002 10:08:28 AM
From: robert b furman	Read Replies (1) \| Respond to of 7249

Hi Sector, Several years back I acted as a board of Director for "The Texas Chevy Dealers Advertising Association".One of the perks was to meet Wynonna Judd (we used her song in local Tx ads - George Strait also - my wife melted gg).At any rate ,Wynona was in her bus.These busses have marble floors mirrored ceilings leather seats.In a conversation with her I asked how she liked her KVHI trac vision. She said Honey as a singer actress I'm always watching who's doing what in the industry - I can't do that watch outdated videos. Many of these busses are leased out of Florida.They get used as Singers do tours,acers compete in a circuit,many golfers use them I say John Daly's here in the Woodlands and it had KVHI - probably watching the golf channel - best family coverage to see if Dad's bringing home the bacon. Point i'm trying to make is we normal beings view these highend toys as options. WRONG To the affluent these are must haves.These high income people are on the road this -bus is their home and business office.They live and work in them. Money is not a problem. Would you rather have a poor cell phone as you agree to a 250,000 use of a song for 6 months or a satellite phone. Would you want to stop off at a library and have fans interrupt you or have tracnet to fax the contract. Of course Trac vision to watch yourself,industry,or in our lifestyle watch KVHI go up.gg The point I'm making is - we often underestimate the strength of markets not in out normal lifes realm. Trac vision @ 2995, Trac net @5995 Trac phone @ (50)5995 0r 252 (4995) all add up to 14,000 -15,000 dollars worth of KVHI product. One bus equals 5 lowend RV's.Standard equipment means they all have them.This increases sales by a multiple!! Next question how many plants @ what production rate and what level of stock would each plant hold.If this is announced now - then orders were placed a time lag back (make brochures ETC.). I'm thinking Monaco, Fleetwood,and now the top end busses all placed orders that will reflect in this last quarter. If Needham says 12 million and a loss - what would it take to book another additional $500,000 and be in the black?? Only 166 Trac visions or 83 Trac phones or 83 Trac nets.Or any combination. Note prices are list and of course jobber pricing is substantially less - how much I don't know.Guessing 50 % discount to a big buyer??? Less than one a day of each extra, and we're in surprise to the upside. With vacation periods topping in July -that kind of sales increase is a very doable growth story. We'll know we're getting somewhere when we pick up the low end(fleetwood is a good start) but we need Foretravel busses and Winnebago RV's and we'll have /own the market. All in all great news and I still think we surprise to the upside!!! I forgot to mention Tac phone F77 which does it all at 23995 for commercial boat utilization. Additionally whatever monthly revenue they get for reselling DVB satellite from Express view or Wholesale time from InMarSat.!!! BWDIK Bob