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

To: sirdar who wrote (1408)	9/19/2002 10:37:06 PM
From: Sector Investor	Read Replies (1) \| Respond to of 7249

I like the ones with a shot of the 20" LCD screen. One has a Windows desktop on it and others show what looks like live TV or movies. Awesome. Nothing brings home the difference between the full-blown Internet that KVH is providing and what others call mobile Internet (e.g. 3G cellphones and Blackberries, etc.) than pictures like that. As this P/R states: << "We selected the KVH TracVision and TracNet because there was nobody else in the industry who could offer the two-in-one approach of satellite TV and Internet. This design simplifies installation and minimizes the number of antennas that are mounted on the roof,">> KVH is in a unique niche with this technology, and they offer both the hardware AND the airtime too. This makes for a nice all-in-one solution for customers like Becker. Becker will not be their only win in this new market - for this IS a new market for KVH. To David Semoreson, As an automobile industry person, is there any way you might be able to scrounge up a couple of facts for us? Each high end sale should represent $9K for KVH (plus a cut of the airtime), so 111 units = $1M in revenue. Is there any way you could find out the number of units Becker produces monthly or quarterly, how long the order lead time is, and whether business is slow or booming?