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To: geoffrey Wren who wrote (1237)6/3/2002 2:37:07 PM
From: Sector Investor
   of 6936
 
Good point. I don't know. But the failure rate has to be so high now that replacing them with FOGs seems a no-brainer. It's not only the cost of the replacement part, but the labor, the inventory as well.

And, if the older gyros are that unreliable, they are much more likely to fail DURING battle, which is disasterous.

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To: Sector Investor who wrote (1236)6/3/2002 3:53:07 PM
From: Sector Investor
   of 6936
 
Of course it's operational hours, now that I reflect on it.

Still, the principle holds. It looks like there are 8,800 M1s

fas.org

"If you don't maintain, you can't train!"

call.army.mil

More info

fprado.com

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To: Sector Investor who wrote (1239)6/3/2002 5:03:15 PM
From: robert b furman
   of 6936
 
Hi Sector,

Try to put it in a personal level.

What Tank would you want to go to battle with.

My bet is there is great pressure on combat eligible tanks to be high on a retro fit program - then those that you train with.

Bob

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To: robert b furman who wrote (1240)6/3/2002 5:54:46 PM
From: Sector Investor
   of 6936
 
Modern Military Vehicle Photographs

kithobbyist.com

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To: david james who started this subject6/3/2002 6:58:43 PM
From: dvdw©
   of 6936
 
Me thinks there is potential for MLRS as well, if they give those rockets that are fired from that unit, smarts, that would mean some serious volume.

Just speculation, but keeping the ear close to the ground on program enhancements and changes. Sensors for munitions are sweet spot for volume.

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To: dvdw© who wrote (1242)6/3/2002 7:15:42 PM
From: Sector Investor
   of 6936
 
Yes. I posted about MLRS on Yahoo! a couple weeks back.

messages.yahoo.com

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To: david james who started this subject6/4/2002 12:58:31 AM
From: akmike
   of 6936
 
KVHI had a good day in a very bad market. In case anyone thinks that is an anomaly:

siliconinvestor.com

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To: Sector Investor who wrote (1236)6/4/2002 1:31:12 AM
From: Michael Dunn
   of 6936
 
Just as a point of reference:

There have been several posts in the past which state the cost advantage of KVHI gyros. Part of this cost advantage is due to the fact that KVHI gyros are open loop, this means that there is no feedback used to monitor how much/if the gyro measurements drift. As a KVHI shareholder and an AF officer doing R&D I have an application requiring gryos or an IMU. The application is ground-to-space laser communication from a parked vehicle. I researched the specs of KVHI gyros and talked to the company. In short the open loop nature meant that the angular drift in the gyros was unacceptable for this application. Granted we aren't an application requiring huge numbers of gyros, but when considering the market for this product folks should keep in mind that for many military applications where ranges are long (>50 km) these gyros will be unacceptable. In todays world of "smart weapons" collateral damage gets alot of press and the associated political pressure. The open loop drift associated with these gyros may be unacceptable for many applications. Having the secretary of defense say "we got gyros for 1/3 the cost which decreases our weapons price by 3% so the 10% of the time that we miss the target and sometimes kill civilians is acceptable" would work fine 20 yrs ago but doesn't work in todays world.

To KVHI's credit they advertise their gyros as having "tactical accuracy". For the initiated the translation for "tactical accuracy" is "only good for short ranges". As a result their gyros and IMUs will be unacceptable for many military applications. Something to keep in mind when folks guesstimate the market for these products.

A KVHI long,

Mike

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To: Michael Dunn who wrote (1245)6/4/2002 7:39:43 AM
From: robert b furman
   of 6936
 
Hi Michael,

Great input - please keep us advised as KVH's DSP 5000 finds acceptance or does not.

JDAM's are released at 15 miles (or so) is that why they find them acceptable?

Thanks for the real world input.

Bob

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To: akmike who wrote (1244)6/4/2002 7:46:59 AM
From: robert b furman
   of 6936
 
Hi Mike,

That little pop didn't even track on my quote streamer.I picked the move up after the close.

None the less - stocks that swim upstream against the general market decline are what to look for as the next market leaders.

If we get some volume behind this ( below the horizon ) move I think we'll have the real thing here.

To me this little winner has had a floor put on it that seems solid at 7.35-7.40.

Any anxiousness from an institution to accumulate a larger position will pop this stock prior to this quarters earnings release.

As sector and I have discussed - the delayed military(high margin) shipment Approx. $500,000,in combination with nice growth of core products may well bring Kvhi into the black one quarter early.That is Q2 vs H2.

If this occurrs - we could well have a small cap leader in the making.

I think we do and that makes these very exciting times

JMHO

Bob

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