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

To: Sector Investor who wrote (1283)	6/11/2002 10:59:22 AM
From: robert b furman	Read Replies (1) \| Respond to of 7249

Hi Sector, What might be the sleeper of the opportunity is the stationary model.Less overall money - but looks like it is priced with similar margins. Looks like a lot of Fleetwoods volume is low end :pop-ups and truck inserts.The "SF model" may make new inroads on these lower end young family oriented " TV watchers". An excellent opportunity for strong growth. Vacationers as a rule look for things to spend money on i.e toys. I suspect this agreement has resulted in product being shipped in this quarter already - I really think that with recent announcements and last quarter military shipment deferral - coupled with the strong accumulation of stock by another "outside fund" - by that I mean not the private placement funds which has resulted in a floor on the price at 7.30-7.40 - KVHI is going to announce a surprise pop into the black. As R&D continues to wind down and sales accelerate - the growth on the top line will be fast and even faster on the bottom line. Bob Bob