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To: Sector Investor who wrote (1174)5/18/2002 2:14:12 PM
From: Sector Investor
   of 6936
 
Almost ready

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To: Sector Investor who wrote (1175)5/18/2002 2:29:20 PM
From: Sector Investor
   of 6936
 
Earnings and CC related links

Q2 1997 EPS release --- Message 1813680
Q2 1997 CC Notes ----- Message 1816064
Q3 1997 downgrade ---- Message 2269984
Q3 1997 EPS release --- Message 2534856
Q4 1997 warning ------- Message 3187118
Q2 1998 CC analysis --- Message 5387249
Q2 1998 CC notes1 ---- Message 5389093
Q2 1998 CC notes2 ---- Message 5512880
Q4 1998 EPS release --- Message 8034473
Q4 1998 CC notes ----- Message 8303464
Q1 1999 EPS rel ------- Message 9085267
Q2 1999 EPS rel ------- Message 10705163
Q3 1999 EPS rel ------- Message 11659825
Q4 1999 EPS rel ------- Message 12862196
Q4 1999 CC notes ----- messages.yahoo.com.
Q4 1999 CC notes ----- messages.yahoo.com.
Q1 2000 EPS rel ------- Message 13470540
Q1 2000 CC notes ----- Message 13474450
Q1 2000 Analysts ------ Message 13476701
Q2 2000 EPS rel ------- Message 14077309
Q3 2000 EPS rel ------- Message 14615735
Q4 2000 EPS rel ------- Message 15318557
Q1 2001 EPS rel ------- Message 15686350
Q2 2001 EPS rel ------- Message 16098259
Q3 2001 EPS rel ------- Message 16543116
Q4 2001 EPS rel ------- Message 17091602
Q1 2002 Update ------- Message 17273314
Q1 2002 EPS rel ------- Message 17380588
Q1 2002 CC notes1 ---- Message 17396999
Q1 2002 CC notes2 ---- Message 17397004


Contract or partnering announcements

1997 Swedish military ----------- Message 1818477
1998 US Army ------------------ Message 5154917
1998 US Marines --------------- Message 6641124
1999 River Park teams ---------- Message 11041324
1999 UK Army order ----------- Message 11652006
1999 Delfin Contract ------------ Message 11791701
1999 Marathon Coach ---------- Message 12170187
2000 Repeat order -------------- Message 13215646
2000 $1.2 million FOG ---------- Message 13460763
2000 Entertain Coaches --------- Message 13566973
2000 $17M US Army ----------- Message 13904501
2000 Crossbow partnership ----- Message 13997834
2000 Sportvision cameras ------- Message 14021855
2000 First in Europe ------------- Message 14078705
2000 $4.7M Asian Military ------ Message 15001558
2001 $3.2M Australian Army ---- Message 15141200
2001 $1.75M golfcart sensor ---- Message 15454327
2001 Russian market entry ------- Message 15471918
2001 UK selects Gyrotrac ------- Message 15472306
2001 $2.7M French Army ------- Message 15786386
2001 StagParkway --------------- Message 15889621
2001 New Zealand Military ------ Message 16091879
2001 Swedish Navy -------------- Message 16506811
2001 Bell ExpressVu ------------- Message 16537495
2001 $3.9M FOG order --------- Message 16632688
2002 Thane & Thrane ------------ Message 17054427
2002 US Weapons simulators ---- Message 17464265

Product announcements

1997 Trac Phone 50 ------------ Message 2147224
1998 Trac Phone 25 ------------ Message 3404697
1998 Trac Vision 45 ------------ Message 5200344
1999 Trac Vision LM ----------- Message 7402304
1999 KVH hits the road -------- Message 7402304
1999 Trac Vision Cruiser ------- Message 10653331
2000 Trac Vision G4 ------------ Message 12843047
2000 Trac Vision SA ------------ Message 13016180
2000 TracVison G6 DVB ------- Message 14616651
2000 TracVision L3 ------------- Message 14955234
2000 TracVision C3 ------------ Message 15040053
2001 Multilingual TacNav ------ Message 15471658
2001 Trac Vision L3 Truck ----- Message 15471899
2001 Trac Vision L3 vehicle ---- Message 15472075
2001 ActiveFiber Technology --- Message 15525677
2001 E-Core PM Fiber --------- Message 15526177
2001 TracNet Server-Marine --- Message 16549100
2001 DirecPC -R Satellite ------- Message 16549104
2001 Tracphone 252 ------------ Message 16555352
2001 TracVision S3 ------------ Message 16677874
2001 TracNet Server-land ------ Message 16706826
2002 TracPhone F77 ----------- Message 17060078
2002 DSP-5000 FOG ---------- Message 17336044

Management or I/R comments posted

1998 Tacnav related --------- Message 5191881
1998 general ---------------- Message 5678484
1999 mobile internet --------- Message 7177546
2000 Power sensing --------- Message 11697383
2000 TMF Genl comments -- boards.fool.com
2000 CEO Interview -------- Message 13647777
2002 CEO at Needham ----- Message 16876175
2002 Needham transcript --- Message 16892251

Facility Tour posts

2000 Home Office Tour ------- Message 13483638
2000 FOG Sensors Tour ------ Message 13742694

General/Miscellaneous

KVH multiyear financials ------------- dailystocks.net
1998 Best in category awards -------- Message 6624271
1999 Article on Trac vision II -------- Message 8383221
1999 Briar Patch Invest Opinion ----- Message 8638735
1999 Charles Trimble joins BOD ---- Message 9802059
1999 ISO 9001 standards ----------- Message 10052445
1999 US Army "Outstanding partner"- Message 10063051
1999 Camping World award -------- Message 11465314
1999 NMEA "Best" awards --------- Message 11717969
2000 Article on Rec Vehicles -------- cbs.marketwatch.com.
2000 Datron Patent Lawsuit --------- Message 12864170
2000 Datron response on lawsuit ---- Message 12941582
2000 Patent involved in the suit ------ patents.ibm.com
2000 Institutional Interest ------------ insidertrader.com.
2000 GPS use poised to take off ---- Message 13600523
2000 Datron lawsuit terminated ------ Message 14139395
2000 NMEA "Best" 3rd yr in row ---- Message 14659699
2000 Larry Dalton on Advisory Bd --- Message 14592383
2000 John Seavey on Advisory Bd --- Message 15085660
2001 $5M private placement --------- Message 15107364
2001 Featherlite TracVision L3 std --- Message 15581572
2001 $10M Private Placement -------- Message 15678840
2001 Completion of financing --------- Message 15875422
2001 new COO Joe Bookataub ------ Message 16238135
2001 NMEA "Best" 4th yr in row ----- Message 16596940
2002 StagParkway Peach Award ----- Message 17026775

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To: Sector Investor who wrote (1176)5/18/2002 2:36:33 PM
From: voop
   of 6936
 
You mean that's it?

:)

thanks for holding our collective hands

Voop

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To: voop who wrote (1177)5/18/2002 2:46:48 PM
From: Sector Investor
   of 6936
 
LOL!

Now on to the "Honey Dew" that I procrastinated on. I'll likely do some more editing and link checking and post again later.

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To: david james who started this subject5/18/2002 2:48:26 PM
From: dvdw©
   of 6936
 
Sector; thanks for the updates; consolidation of information makes forward fundamental analysis much easier.

In a market that is characterized by the constant drone of trade speak, your efforts over these many years are
unrivaled. Forward Fundamental analysis is still the Investors ( if there are any left ) best defensive strategy against the assault on our portfolios by the trade.

Stalk the bear.

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To: dvdw© who wrote (1179)5/18/2002 3:06:38 PM
From: Sector Investor
   of 6936
 
Thanks dvdw,

I'll put in the effort to lay out much of the DD for any "investors" still around. It's still up to them though to actually look and do the DD. The street likes to brand all of tech as "still overvalued" or "dead", etc., but there are still high growth gems out there that haven't yet been discovered by the broader market and moved to ridiculous P/S and P/E levels.

Here we have projected 30%-40% growth for the next 2 years (as far as projections currently go), with a whole lot of upside to that possible. How does that compare to prospects say for JDSU, LU, NT, etc over the next 2 years?

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To: Sector Investor who wrote (1180)5/18/2002 5:31:15 PM
From: Sector Investor
   of 6936
 
OK, I found a little time to test the links. Only SI held it's integrity over the years. I had to remove several non functioning links from Yahoo! and other sources. I added 1 missing contract, added $ amounts for a few others, and added a section on Patents.

The list is next. Now to add some header text and see if I can get it in the thread header.

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To: Sector Investor who wrote (1181)5/18/2002 5:32:14 PM
From: Sector Investor
   of 6936
 
Earnings and CC related links

Q2 1997 EPS release --- Message 1813680
Q2 1997 CC Notes ----- Message 1816064
Q3 1997 downgrade ---- Message 2269984
Q3 1997 EPS release --- Message 2534856
Q4 1997 warning ------- Message 3187118
Q2 1998 CC analysis --- Message 5387249
Q2 1998 CC notes1 ---- Message 5389093
Q2 1998 CC notes2 ---- Message 5512880
Q4 1998 EPS release --- Message 8034473
Q4 1998 CC notes ----- Message 8303464
Q1 1999 EPS rel ------- Message 9085267
Q2 1999 EPS rel ------- Message 10705163
Q3 1999 EPS rel ------- Message 11659825
Q4 1999 EPS rel ------- Message 12862196
Q1 2000 EPS rel ------- Message 13470540
Q1 2000 CC notes ----- Message 13474450
Q1 2000 Analysts ------ Message 13476701
Q2 2000 EPS rel ------- Message 14077309
Q3 2000 EPS rel ------- Message 14615735
Q4 2000 EPS rel ------- Message 15318557
Q1 2001 EPS rel ------- Message 15686350
Q2 2001 EPS rel ------- Message 16098259
Q3 2001 EPS rel ------- Message 16543116
Q4 2001 EPS rel ------- Message 17091602
Q1 2002 Update ------- Message 17273314
Q1 2002 EPS rel ------- Message 17380588
Q1 2002 CC notes1 ---- Message 17396999
Q1 2002 CC notes2 ---- Message 17397004


Contract or partnering announcements

1997 Swedish military ----------- Message 1818477
1998 US Army ------------------ Message 5154917
1998 US Marines --------------- Message 6641124
1999 River Park teams ---------- Message 11041324
1999 UK Army order ----------- Message 11652006
1999 Delfin Contract ------------ Message 11791701
1999 Marathon Coach ---------- Message 12170187
2000 $1.4M Repeat order ------ Message 13215646
2000 $1.2 million FOG ---------- Message 13460763
2000 Entertain Coaches --------- Message 13566973
2000 $17M US Army ----------- Message 13904501
2000 $1M Crossbow partnership- Message 13997834
2000 Sportvision cameras ------- Message 14021855
2000 First in Europe ------------- Message 14078705
2000 $1.5 M Javelin Simulator --- Message 14734776
2000 $4.7M Asian Military ------ Message 15001558
2001 $3.2M Australian Army ---- Message 15141200
2001 $1.75M golfcart sensor ---- Message 15454327
2001 Russian market entry ------- Message 15471918
2001 UK selects Gyrotrac ------- Message 15472306
2001 $2.7M French Army ------- Message 15786386
2001 StagParkway --------------- Message 15889621
2001 $1.5M New Zealand Military Message 16091879
2001 Swedish Navy -------------- Message 16506811
2001 Bell ExpressVu ------------- Message 16537495
2001 $3.9M FOG order --------- Message 16632688
2002 Thane & Thrane ------------ Message 17054427
2002 US Weapons simulators ---- Message 17464265

Product announcements

1997 Trac Phone 50 ------------ Message 2147224
1998 Trac Phone 25 ------------ Message 3404697
1998 Trac Vision 45 ------------ Message 5200344
1999 Trac Vision LM ----------- Message 7402304
1999 KVH hits the road -------- Message 7402304
1999 Trac Vision Cruiser ------- Message 10653331
2000 Trac Vision G4 ------------ Message 12843047
2000 Trac Vision SA ------------ Message 13016180
2000 TracVison G6 DVB ------- Message 14616651
2000 TracVision L3 ------------- Message 14955234
2000 TracVision C3 ------------ Message 15040053
2001 Multilingual TacNav ------ Message 15471658
2001 Trac Vision L3 Truck ----- Message 15471899
2001 Trac Vision L3 vehicle ---- Message 15472075
2001 ActiveFiber Technology --- Message 15525677
2001 E-Core PM Fiber --------- Message 15526177
2001 TracNet Server-Marine --- Message 16549100
2001 DirecPC -R Satellite ------- Message 16549104
2001 Tracphone 252 ------------ Message 16555352
2001 TracVision S3 ------------ Message 16677874
2001 TracNet Server-land ------ Message 16706826
2002 TracPhone F77 ----------- Message 17060078
2002 DSP-5000 FOG ---------- Message 17336044

Management or I/R comments posted

1998 Tacnav related --------- Message 5191881
1998 general ----------------- Message 5678484
1999 mobile internet --------- Message 7177546
2000 Power sensing --------- Message 11697383
2000 CEO Interview -------- Message 13647777
2002 CEO at Needham ----- Message 16876175
2002 Needham transcript --- Message 16892251

Facility Tour posts

2000 Home Office Tour ------- Message 13483638
2000 FOG Sensors Tour ------ Message 13742694

A few of the US patents

Under KVH Industries ---- patft.uspto.gov
Under Dyott --------------- patft.uspto.gov
Dyott applications --------- appft1.uspto.gov


General/Miscellaneous

1998 Best in category awards -------- Message 6624271
1999 Article on Trac vision II -------- Message 8383221
1999 Briar Patch Invest Opinion ----- Message 8638735
1999 Charles Trimble joins BOD ---- Message 9802059
1999 ISO 9001 standards ----------- Message 10052445
1999 US Army "Outstanding partner"- Message 10063051
1999 Camping World award -------- Message 11465314
1999 NMEA "Best" awards --------- Message 11717969
2000 Datron Patent Lawsuit --------- Message 12864170
2000 Datron response on lawsuit ---- Message 12941582
2000 Patent involved in the suit ------ patft.uspto.gov
2000 GPS use poised to take off ---- Message 13600523
2000 Datron lawsuit terminated ------ Message 14139395
2000 NMEA "Best" 3rd yr in row ---- Message 14659699
2000 Larry Dalton on Advisory Bd --- Message 14592383
2000 John Seavey on Advisory Bd --- Message 15085660
2001 $5M private placement --------- Message 15107364
2001 Featherlite TracVision L3 std --- Message 15581572
2001 $10M Private Placement -------- Message 15678840
2001 Completion of financing --------- Message 15875422
2001 new COO Joe Bookataub ------ Message 16238135
2001 NMEA "Best" 4th yr in row ----- Message 16596940
2002 StagParkway Peach Award ----- Message 17026775

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To: Sector Investor who wrote (1182)5/18/2002 6:01:25 PM
From: Sector Investor
   of 6936
 
I'm adding 2 items from March for Documentation, so I can put them in the consolidated links.

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To: Sector Investor who wrote (1183)5/18/2002 6:06:11 PM
From: Sector Investor
   of 6936
 
Steve Buckingham Joins KVH as Maritime Communications Technical Sales Manager

kvh.com
kvh.com


25-year Veteran of the Marine Industry will Focus on KVH’s Expanding Line of Inmarsat Satellite Communications Products

MIDDLETOWN, RI – March 7, 2002 – KVH Industries (Nasdaq: KVHI) announced today that it has hired Mr. Steve Buckingham as the company’s new Technical Sales Manager for Maritime Communications.

“Steve brings a wealth of knowledge to KVH that will be invaluable as the company expands its Inmarsat satellite communications offerings,” commented Ian Palmer, vice president of satellite sales. “He will be drawing on his 25-year career in the marine electronics and communications industry, including his experience as a dealer and his work with Inmarsat service providers, while he supports our sales representatives and dealers nationwide to market our award-winning Tracphone product line.”

Mr. Buckingham most recently served as an Inmarsat project manager for Stratos, overseeing the launch of the new Inmarsat Fleet family of satellite communications products and services. He has also served as a product manager for other leading marine electronics manufacturers, including Seven Seas Communications and Simrad, in addition to owning his own marine electronics sales and support businesses in Washington and Alaska.

“I’m thrilled to be joining the outstanding team already in place at KVH and participating in the sales and support of KVH’s maritime communications products,” Mr. Buckingham said. “KVH Industries has established a very strong and loyal U.S. dealer distribution network, thanks to the company’s excellent products and superior dealer support. The recent addition of Thrane & Thrane products, as well as new KVH-branded Inmarsat systems, to the KVH product line require a renewed focus on technical sales support to ensure that our dealers and, as a result, our customers, understand the exciting array of Inmarsat communications solutions that KVH offers. I’m very excited to be a part of this effort.”

On February 13, 2002, KVH announced that it had been named the primary U.S. distributor of marine satellite communications products for Thrane & Thrane, one of the leading manufacturers of Inmarsat global satellite communication systems. KVH and the Denmark-based Thrane & Thrane will also work together to introduce new products geared toward supporting high-speed, two-way data communications in the U.S. maritime market. The first of these KVH-branded products – the Tracphone F77 and the eTrac – were introduced at the Miami International Boat Show on February 14, 2002.

The KVH Tracphone F77 is fully compatible with Inmarsat's new Fleet service, which provides high-quality voice connections as well as data connections at speeds as fast as 64 kilobits per second (Kbps). The compact KVH eTrac offers mariners a combination of global e-mail access (via the new Inmarsat mini-C system) and GPS position reporting, creating a great standalone communications center for leisure craft and an invaluable business tool for any commercial vessel.

Inmarsat offers global mobile satellite communications services to maritime, land-mobile, aeronautical, and other users. Starting with a user base of 900 ships in the early 1980s, it now supports links for phone, fax, and data communications at up to 64 Kbps to more than 210,000 ship, vehicle, aircraft, and portable terminals.

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.

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