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To: Roy F who wrote (1055)2/1/2002 11:18:32 AM
From: robert b furman
   of 6947
 
Hi Roy,

Well a little humor goes a long way as we addicted traders stare into this one eyed delivery system of data.gg
I've always had Teledesic as my favorite constellation - Gates and McCaw are successful visionaries of the highest order - on top of that they've got the capital to make anything they envision to work.

McCaw's genius to the wireless revolution was initial before the broad vision was accepted.Gates - well the rest is history.For these two guys to buddy up on a project that really is a leap frog event that will conquer "the last and more importantly the FINAL FRONTIER"is just plain exciting.

I think it speaks volumes that they are going outside the realm of American government control to implement the initial stage.That reads if you want us to spread around the wealth - here is how we are going to play.

It is my dream of the highest order to think of Martin being allowed to hang with this crowd.I may be a little tunnel visioned here, but I think his contribution to wireless communication "that is mobile" allows him to walk down the halls of success with anyone.We'll leave it to time to see if he can amass similar wealth for his visionary contributions.If he does -we do aswell.

Suffice it to say we're gonna be fishing on that Hatteras, as we watch Martin on Trac Vision, talking about the "mobile revolution" well before it's all over.

It sure will be grand twenty years from now when peolpe say if only I would have bought that KVHI back when nobody heard about it.You know the old IBM/Microsft wish stories.

Ah dreaming as the snow falls here in Wisconsin.I think maybe I better go jump in a snow bank, as the fever must be getting high.hehehe

There actually is good logic between the two getting hooked up.Gates has always wanted to be an ISP of sorts.If he gets the birds, he could well roll in KVHI. As the exclusive mobile ISP for North America - it could well become the first to offer video over voice to both the stationary market and at the same time be the first mobile provider as well.

Current internet networks can not do video overvoice - the technology exists and it is the next wave.I have been invested in SBSE for several years now, they have won many design wins which will incorporate the next upgrade build out to feature video over voice.The recent decline /consolidation of the communication network companies has caused a pushout of the upgrades.Rance Graham is a visionary,and early developer of the internet.His off the cuff visions of how the world's internet will evolve, are often the highlights of his quarterly webcasts

I really hadn't thought that perhaps the next wave of technology would leapfrog the ground network by a constellation in the sky.At some point the old ground network becomes a burden and a leap of technologu will rewrite the rules.Just as wireless in South America leaped over copper wires - so too might satellites with Fiber optic based technology jump over the established copper wires.

Outrageously exciting to think that Teledesic could also usher in the new level of technology AND INCLUDE MOBILITY WITH VIDEO OVER VOICE as just another capability with out it being an upgrade.

HUGE POSSIBILITIES unless I'm dreaming of course.Better go check out that snowbank huh.

Bob

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To: robert b furman who wrote (1056)2/1/2002 11:31:30 AM
From: Roy F
   of 6947
 
Hi Bob,

The possibilities do allow one to dream a little. Carol, are we getting out of hand? gg

Wisconsin? I didn't think you were a snow person... unless you're into ice fishing.

Roy

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To: Roy F who wrote (1057)2/1/2002 1:53:11 PM
From: robert b furman
   of 6947
 
Hi Roy,

I was raised in this winter wonderland.

Always thought the geese had it right to go south for the winter.

So I got there as fast as I could.

Up for a family health emergency - still very beautiful with the snowfall and my return ticket to Houston on Monday.hehehe

Bob

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To: Roy F who wrote (1057)2/1/2002 11:57:27 PM
From: Carol M. Morse
   of 6947
 
Thanks to both of you for the kind welcome! No, I don't think you are out of line in dreaming the big dream, it's good to be able to look at the "what if's". That is a lot of what I do when I'm investing. But, I admit forcing myself to have 1/2 of my portfolio in conservative investments (thank the gods for that), so I can't get completely carried away and blow it all when the balloon gets a hole in it and goes kareeming all over the place! I will try to contribute something worthwhile now and again, but I have mostly hung up my mouse for the time being. I only go online maybe once a week now, having gone back to making money the old fashioned way, by actually working! And, you know what, my business made the most money ever. In 1999 and 2000, I spent a lot more time online, and made much more money than working, but 2001 made me back into a workerbee, it's good to have more than one egg for those baskets.
Enough drivel,
CMM

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To: Carol M. Morse who wrote (1059)2/2/2002 10:05:02 AM
From: Sector Investor
   of 6947
 
Hi Carol,

Welcome to the board as a poster, even if it's only infrequent!

I posted this on Yahoo! this morning.

messages.yahoo.com

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To: Sector Investor who wrote (1060)2/2/2002 1:34:09 PM
From: Sector Investor
   of 6947
 
A couple more Yahoo! posts:

messages.yahoo.com

messages.yahoo.com

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To: Sector Investor who wrote (1061)2/7/2002 8:45:25 AM
From: Roy F
   of 6947
 
KVH Receives STAGPARKWAY 'Peach Award'; Honored as Vendor of the Year

February 07, 2002 08:16:00 AM ET

MIDDLETOWN, R.I.--(BUSINESS WIRE)--Feb. 7, 2002--

America's Largest RV Parts and Accessory Distributor Lauds KVH's

Outstanding Partnership Effort, Quality, Support, and Service

KVH Industries KVHI was named the 2001 recipient of the STAGPARKWAY "Peach Award," given each year to honor STAGPARKWAY's Vendor of the Year. The award was presented by Atlanta-based STAGPARKWAY, the nation's largest distributor of parts and accessories to the recreational vehicle aftermarket, during the organization's Magic of Success Conference held in Orlando, Florida, in January 2002. STAGPARKWAY began distributing KVH's TracVision mobile satellite TV antennas to more than 3,000 RV and truck dealerships nationwide in June 2001.

"We are extremely honored that STAGPARKWAY selected KVH for this recognition," said Ian Palmer, vice president of satellite sales. "A key to our success has always been the relationships we develop and maintain with our dealers, customers, and partners like STAGPARKWAY. It is gratifying to receive the Peach Award and have that relationship recognized along with the quality of our products, support, and service."

According to Mike McKay, vice president of sales and marketing for STAGPARKWAY, "We at STAGPARKWAY are committed to delivering unparalleled service and support for dealers and customers. That commitment has been matched by KVH Industries through its partnership efforts with us and the quality and value of the TracVision line of mobile satellite TV antennas. It was a pleasure to name KVH Industries the recipient of this year's STAGPARKWAY Peach Award and our Vendor of the Year."

Recipients of the Peach Award must develop and maintain an excellent working relationship with STAGPARKWAY, facilitate communications between the companies, create and implement an achievable plan, monitor and continuously improve performance, and foster a mutually beneficial partnership. This marks the first time that STAGPARKWAY has bestowed the Peach Award upon a first-year vendor.

Following the launch of the award-winning TracVision LM in 1999, the TracVision family has become the satellite TV antenna of choice aboard RVs, trucks, buses, and motor coaches. For entertainment on the move, the TracVision LM and the Digital Video Broadcast (DVB)-compatible TracVision L3 automatically find and track the satellite service of choice when the vehicle is in motion. The TracVision SA and the DVB-compatible TracVision S3 offer automatic satellite acquisition once the vehicle has come to a stop. These roof-mounted systems are protected under a stylish, 14.5" high, impact-resistant dome, are virtually maintenance-free, and ensure reliable, easy access to as many as 300 channels of digital satellite TV entertainment from such services as DIRECTV(R), the DISH Network(TM), and ExpressVu. Both the TracVision L3 and TracVision S3 are also fully compatible with the new TracNet Mobile High-speed Internet System and the high-powered mobile DirecPC(R) satellite Internet service, both available exclusively from KVH.

STAGPARKWAY was founded in 1968 as Stag Trailer Supply. The company was later renamed STAGPARKWAY in 1989 following the acquisition of Parkway Distributors. Currently STAGPARKWAY provides next-day or second-day service to more than 90 percent of the U.S. retail outlets for RV parts and accessories through one of the company's 11 U.S. distribution centers, making it the largest RV parts and accessory distributor in America.

KVH Industries, Inc., is a leading provider of innovative high-bandwidth communications products. Using proprietary fiber optic and satellite antenna technology, the company is developing next-generation systems with greater precision, durability, and versatility for communications, navigation, and industrial applications. An ISO 9001-registered company, KVH has headquarters in Middletown, Rhode Island, with a fiber optic manufacturing facility in Illinois, and a European sales, marketing and support office in Hoersholm, Denmark.

Contact Information:
KVH Industries
Chris Watson
401-847-3327
cwatson@kvh.com

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To: Roy F who wrote (1062)2/7/2002 7:13:42 PM
From: robert b furman
   of 6947
 
Hi Roy,

These guys are very classy and seem to always JUST DO IT THE RIGHT WAY.

I'm thinking aftermarket add ons should be more powerful than the growing new RV market.

Business is good and getting better.

A peach of a stock to own.hehehe

Bob

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To: robert b furman who wrote (1063)2/11/2002 1:10:46 PM
From: Sector Investor
   of 6947
 
Pioneer Consulting Predicts Total Worldwide Market Opportunity for Broadband Satellite


Market opportunity for broadband equipment manufactures will grow from $0.6 billion in 2001 to $1.6 billion by 2008, says Pioneer Consulting.


Boston/SatNews/ -- Broadband Satellite Access Service Offers the Largest Total Worldwide Market Opportunity for Both Service Providers and Equipment Manufacturers

The current state of the broadband satellite industry is not as bright as many once hoped. In fact, the very viability of the industry is a question. But according to a newly released study by Pioneer Consulting, LLC, the industry can survive. With improvements in the price / performance of broadband equipment and services, a market for global broadband connectivity will emerge.

According to Pioneer Consulting's latest report, Broadband Satellite: Analysis of Global Market Opportunities and Innovation Challenges, the total worldwide market opportunity for broadband satellite service providers will reach nearly $27 billion by 2008 with Broadband Satellite Access service comprising the largest market opportunity for a single Broadband Satellite service, soaring from $336 million in 2001 to $13.4 billion in 2008.

"The growth of broadband satellite services is expected to continue, driven by a rapidly expanding market for high-speed Internet access,"
says Mike Massey, senior market analyst, Broadband Satellite for Pioneer Consulting. "The major constraint to growth will be the relatively high cost of satellite capacity, which hinders broadband satellites competitive capability against alternative technologies.

The Broadband Access sector is also expected to represent the largest market opportunity for equipment manufacturers. The report predicts the aggregate market opportunity for equipment manufactures will grow from $0.6 billion in 2001 to $1.6 billion by 2008 with Broadband Access accounting for a market share worth $1.2 billion.

"Broadband access satellite services will find acceptance primarily in those cases where more cost effective alternatives, such as DSL and cable modem service, are not available," explains Paul Kellett, senior director of research at Pioneer Consulting. "Unlike other broadband access technologies satellite-based broadband connectivity provides ubiquitous coverage."

The Broadband Satellite: Analysis of Global Market Opportunities and Innovation Challenges report takes an in-depth look at the industry's key players, markets and technologies, as well as market opportunities and challenges. The three major broadband satellite service markets - Trunking and Backbone, Mediacasting and Broadband Access - are each analyzed identifying market opportunities for broadband service providers and equipment manufacturers for the major regions of the world - North America, Europe, Asia Pacific, Latin America and Africa and the remaining regions of the world - between 2001-2008.

Pioneer Consulting, LLC, headquartered in Boston, Massachusetts, is a leading international market research and analysis firm specializing in global, high-speed telecommunications network market research and technologies. Through its reports Pioneer provides in-depth research and analysis in areas such as: Optical Networking, Submarine Fiber Optics, Broadband Wireless Access, Satellite Systems, Emerging Broadband Access and IP Network Convergence for various Global 500 companies.

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To: david james who started this subject2/11/2002 3:00:19 PM
From: Bridge Player
   of 6947
 
Not sure if the earnings release date has been posted here before...

From KVHI IR:

<<Our 4Q01/year-end earnings RELEASE will go over the wire before the market opens on February 21st. The conference call is scheduled for 11:30 am that same day.>>

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