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


To: Sector Investor who wrote (1860)3/1/2003 12:26:44 PM
From: rascalbythesea  Read Replies (1) | Respond to of 7249
 
Sector...congratulations are in order. I am aware you own this stock from the 4-5 dollar level. You're results from this company alone is far better than almost all professional analysts and gurus. Probably the biggest winner the past 3 years has been Martin Weiss who has been short stocks and long gold for about 50 years.

I never got into KVHI because of their lack of trading. I am not happy about the possibility of being trapped in a low volume stock. However, I must admit your foresight paid off.

I still have not listened to the CC, so I still don't know if Pat is male or female. Attention Deficit Disorder you know.

Facts that I have read that still bothers me are:
1. Cash 7.2 M vs 11.2 M last year
2. Accounts receivable 9.7 M vs 6 M
3. current assets 22.5 M vs 22.9 M
4. Long term debt 2.6 M
5. 11.5 M shares vs 11 M

Lower backlog and uneven future orders.
2 major providers of satellite stations, SIRI & XMSR
who do not use KVHI equipment.
There also may have been some insider selling recently.

RASCAL