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

To: nissan who wrote (6973)	3/3/2018 10:17:55 AM
From: awecr2	Respond to of 7249

Hi J, You highlight a very important point. The margin opportunity is much better with HTS. I think it’s also worth noting that KVH appears to be engineering a controlled drop in all SatCom Tv hardware. There has been no changes to land or marine satTv. I believe this is intentional so the 2019 impact of services is magnified. I also am hopeful that they improve their MobileCast solution well enough that they begin to sell it as a true all inclusive solution that can replace the dual antenna tv-data solution that exists today. If they can get that right, then the content category accelerates, in tandem. It becomes a virtuous circle between data and entertainment. He said it several times now that something is in the works for this year. The good news for q1 is that we are almost through it. I believe q2 will see a modest bump on the top line of about 1 million. After that, it gets exciting because of the compounding that starts to take effect. Q1 cc will be a conversation about unit growth rather than the quarterly financials. It will be the 1st full quarter of HTS. There should be some exciting details to share. Aw