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

To: awecr2 who wrote (7049)	1/3/2019 3:34:11 PM
From: bob6496	Respond to of 7249

Lots of excellent questions, AW. With the Needham growth conference happening the 15-16th of this month maybe Martin will provide some additional insight. It surprises me the market hasn't given the fog segment any love. It seems many believe MEMS will be the winner in the autonomous space. Martin has indicated MEMS aren't precise enough, but there are many articles one can find that disagree with that conclusion. We are getting closer to some concrete answers. It was April of 2016 when KVH put out a press release indicating they were going to develop the Photonic chip. And now that potential customers can see how it works we should know in months not years if what they have created is going to gain some traction. Time will tell if we are on the right side of the trade. Until then it appears we will continue to do what we have been doing for years, waiting.

To: awecr2 who wrote (7049)	1/3/2019 7:46:10 PM
From: 23 skidoo	Read Replies (1) \| Respond to of 7249

I agree with bob6496 that you've posed several excellent questions. With regard to KVH waiting to ink a contract to protect its IP, I don't believe they would/should wait. As near as KVH can come to an all-encompassing set of patents filed hopefully would suffice. Exceptions occur most often with Pacific Rim companies/governments and in those cases no level of patent protection is adequate. Of course, the use of NDAs are a given. Today's news represents a significant win for KVH with respect to retaining/attracting tech talent to its workforce. A side note: Raymond James -- which has an analyst who follows KVH -- served as an advisor to Mobileye when it was acquired by Intel.