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

To: Roy F who wrote (1727)	1/8/2003 2:10:22 PM
From: Sector Investor	Read Replies (2) \| Respond to of 7249

There was some new information about the antenna design, but I have to re-listen to the presentation or wait until tomorrow's announcement to know more about it. When Martin made the point about no infrastructure required, I bet some jaws dropped. Wait until people understand this aspect better.

To: Roy F who wrote (1727)	1/8/2003 2:54:56 PM
From: robert b furman	Read Replies (1) \| Respond to of 7249

I guess we'll get Martin's 03 goals when earnings come out - any webcast date for that been issued ?- I've not seen it yet. Let's see 7.2 billion in military - probably will take more than next year to schedule them all.gg 500 million in current sensors- an annual number(10% penetration) - I'm guessing ABB is 10 % of grid construction. So 50 million there. 100 million in Trac vision A5's for the first year PLUS trac net add ons ( a slam dunk in my way of thinking). I can't believe direct TV can do it for 10.00 ?? That's the same price xm radio charges - better quit this post and go short Sirious and XM Radio. So Military @ 10 million communication nonauto @ 45 million more oem's this start of year. 100 million in Auto (I'm thinking 10-15 is a slamdunk) Fogs and misc 15 million 80 million and did you hear Martin say they sold an active fiber modulator to the military? A 100 million sales year is very doable. 50 million more sales at 15 % net 7,500,000 divided by 11million shares = .68 cents EPS time a PE equal to it growth rate 45% (last year) Yup $30.00 stock and if auto's grow with the same compounded growth (50%/year)as RV's with the oem embracing the antenae in the third year look out. Interestingly enough what will move the OEM's to embracing KVHI auto antennae will be Homeland Defense when the specifications require internet and GPS capabilities. All the car makers who bid for municipality business and that is HUGE (I do some of it now)will be forced to embrace it immediately. In short the acceleration rate could well be much swiftewr than the RV model was.Afterall it was homeland defense that got 8 of the 10 onto the KVHI bandwagon anyhow. JMHO BOBTO DA MOON !! and then a 2 for 1 split.