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To: david james who started this subject5/24/2002 5:37:16 PM
From: dvdw©
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An important update on Aegis system from Space Daily. This is the first written article found that talks about this systems future context.
spacedaily.com

In the same issue now on the net NOC's new Pegasus system is written about. Lest anyone have any doubts, the UAV is here to stay and it will gather continue forward momentum.

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To: dvdw© who wrote (1217)5/24/2002 6:44:09 PM
From: robert b furman
   of 6936
 
Hi dvdw,

Read that: More FOG's in our future.

Have a great Holiday and weekend.

Bob

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To: robert b furman who wrote (1213)5/25/2002 11:07:24 AM
From: William JH
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>>Nice to see a 7.40 floor coming in from the market vs 6.50 coming from a private offering.<<

Would you please elaborate on the above? Is there an offering coming? I took a small position KVHI Friday, but haven't seen anything about an offering. TIA

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To: William JH who wrote (1219)5/25/2002 1:34:28 PM
From: robert b furman
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Hi William,

I was referring to the (Past history) private offering where KVHI raised 19.5 million by selling shares at 6.50 per share.This money was raised in an effort to expand their R&D on new products initiatives.

Congrats you've just purchased a little known stock with huge potential.

Hold with Confidence and enjoy.

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To: William JH who wrote (1219)5/25/2002 1:43:15 PM
From: Sector Investor
   of 6936
 
Welcome William,

Yes. Robert was referring to 2000 and 2001 events. I recently updated the thread header post for convenient research links to past events. You will find the pertinent info there.

KVH has all the funding they need. All their business operations are cash flow positive. It's just their election to accelerate R&D to enter major new markets that has kept us in the loss column the last few quarters. The R&D is projected to drop after Q2, with a small loss projected in Q2 and a small profit in Q3. Starting in Q4 they are currently projected to average about 9.5 cents per quarter through 2003.

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To: robert b furman who wrote (1220)5/25/2002 4:03:04 PM
From: William JH
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"Thanks" to you and Sector Investor for the replies. I have read some of the links on the header and hope to at least get through the latest 10-Q this weekend. This is a most informative thread. Thanks again.

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To: William JH who wrote (1219)5/26/2002 3:33:09 PM
From: John P
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Hi Bob,

This is one organized thread! Great chronological summary of the Quarterly earnings and the CC's.

David, Sector Investor and yourself are doing some great work over here.

I just listened to the April 25th CC. I printed off the transcript, I think you gave me you're and I must have put it down before I left your house or maybe left it on the car. :-)

I was tired -g- Thanks for the run through on KVHI. very very interesting.

John

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To: John P who wrote (1223)5/26/2002 11:25:24 PM
From: robert b furman
   of 6936
 
Hi John,

Welcome to the thread.

Sector does exceptional work here.

Roy is the stability with tenure.

It (and Cohu) are my favorites.

It was a pleasure to meet you - we need to do it again.

Bob

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To: robert b furman who wrote (1224)5/27/2002 3:45:50 PM
From: John P
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Hi Bob, I'm very impressed with the great organizational approach and the level of research this group has been doing. You've done extremely thoughtful work on COHU, KVHI and a few others from what you've shown me.

I've got 2 small cap stocks that I've followed in depth for the Past 3-4 years and I'll have to remember to mention those this coming week. Each of these companies could see a tremendous expansion of their marketplace and their marketshare. And since they are small caps they have lots of leverage to pass growth through to the bottom line earnings statement.

I'll give a link to another thread so that we keep this thread focused on KVHI and the sector.

I had a very pleasant time at your place. You and the Mrs. are definitely "good folks". Thank her for her hospitality.

I thought more about her concern about profiting from a War, and I have fairly fully developed thoughts on this topic.

John

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To: david james who started this subject5/28/2002 9:27:24 AM
From: dvdw©
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Sector; perhaps it's time for you to expose new visitors to the fourth leg of KVHI, like only you can do! Why not write a brief profile of the Fiber Optic components their positioning and marketability. It would help a lot of the new traffic get up to speed on these unique products.

Yes folks there is more.

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