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

To: David Semoreson who wrote (1410)	9/20/2002 9:41:38 AM
From: robert b furman	Read Replies (1) \| Respond to of 7249

Hi Dave, Right I'm a GM dealer in Texas. I've never heard of these guys before.Their product is WAY TOOOO Pricey for my country market! I'll give them a call and get their sales pitch and brochure. Good point about the margin for installers - I wonder what volume discounts exist. Bob

To: David Semoreson who wrote (1410)	9/20/2002 10:46:17 AM
From: Sector Investor	Respond to of 7249

David, Becker's high end customers are not that price sensitive. Why should KVH have to make that drastic a price drop to get this business? It's not like this is a commodity item. No one else can supply what Becker wants - they said so in the P/R. << "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 just OEMing to them, not branding their products. I'm sure KVH will offer some kind of volume discount, but why that deep when there are no competing products? I just can't see it. Why couldn't Becker just add a markup?