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

To: awecr2 who wrote (7036)	11/5/2018 12:47:40 PM
From: bob6496	Read Replies (1) \| Respond to of 7249

As always appreciate your thoughts AW. You mentioned a few months back that you thought KVHI would have a 500MM market cap within a year. Do you still think there's a chance for that based on their latest report? Regarding the content it will be interesting to see how they plan to proceed. I found Martin's comment to Chris Quilty encouraging. "As far as further improvements in ARPU we are offering a new movie package, which does not require a media server, so that's an over the air upgrade. So we've just rolled that out. And we have some other new content options that we'll be introducing in the next couple of months here." Thanks again for your analysis and perspective AW!

To: awecr2 who wrote (7036)	11/6/2018 3:26:42 PM
From: 23 skidoo	Read Replies (1) \| Respond to of 7249

Thanks for the analysis. Like others lurking on this board I greatly appreciate your perspective. I'm banking on KVH striking a strategic partnership for its photonic chip in the next quarter or two, as Martin spoke about in the Q3 conference call. Martin told the Newport Daily News in January that as a pioneer in the self-driving car space KVH is in "probably 80-90 percent of all self-driving cars that are on the road" and that KVH's technology "already has logged millions of miles." I believed Martin on KVH's Q3 call that if KVH hasn't landed a strategic partnership by mid-2019 the company will "push on alone because we certainly don't want to wait."