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


To: David Semoreson who wrote (1360)9/8/2002 12:15:35 PM
From: The Ox  Respond to of 7249
 
Lower end competition starting to pick up. Of course this type of solution needs to find a friendly "cloud" to communicate:

Message 17966416



To: David Semoreson who wrote (1360)9/8/2002 2:21:04 PM
From: Sector Investor  Read Replies (2) | Respond to of 7249
 
<<Do you read this to say that KVH hardware will be used for Defense Dept maritime communications?>>

Well, the actual P/R from GCS doesn't say military. It says"

<<GCS is offering the KVH TracPhone F77 voice/fax/data terminal and airtime services through several land earth station operators to individuals and maritime businesses in the United States and around the world. >>

However, the potential is obviously there.

GCS wins the contract for INMARSAT EQUIPMENT AND AIRTIME SERVICES FOR A PERIOD OF TEN YEARS, then immediately signs KVH to provide Inmarsat F77 Phone and Service.

Now, the military hardware and service is surely different from the Commercial versions, so I'm sure some changes would be required to supply military equipment and service.

But, let's also take a look beyond just the immediate GCS announcement.

GCS also provides Mobile Emergency Response Systems. Take a look at the picture of the truck, with the 1.5 meter antenna.
globalcoms.com

GCS also provides Communications Solutions For Emergency and Disaster Response. Take a look at the SUV with the big antenna dome.
globalcoms.com

Can you envision the low-profile antenna and TracNet on these vehicles?

And as far as why they didn't mention this, well, perhaps they aren't ready. Perhaps they need to make changes to existing equipment before they say anything. Perhaps the recent vacations in August also delayed things. Perhaps additional things are brewing involving unnanounced products. Who can say?