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To: Sector Investor who wrote (1263)6/6/2002 8:26:22 AM
From: robert b furman
   of 6936
 
Hi Sector,

Well I wonder ,whoever it is that has been accumulating stock at 7.40,how many shares they've purchased?

Please KVHI Please - lets do a little DSP 5000 (on JDAMS)order or current sensor order or modulator order or low profile antennea stockholder discount order form hehehe ( I really want to put one of those on top of my Short Wheel Base crew cab - with factory fold down TV Panel mounted from the roof.I'll forgo the cost of 4x4 or Duramax diesel and opt to have "Satellite Technology.I'll have to become a distributor- seriously.

This stock is just a huge potential bargain.

Bob

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To: robert b furman who wrote (1264)6/6/2002 10:32:42 PM
From: robert b furman
   of 6936
 
Sounds very similar to the active fiber modulator:

Message 17566866

Bob

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To: robert b furman who wrote (1265)6/7/2002 7:57:09 AM
From: Sector Investor
   of 6936
 
The new office of Homeland Security


See page 8 for the org chart. The old (current) org chart on page 9-10 is sure ugly.

whitehouse.gov

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To: david james who started this subject6/10/2002 7:44:59 AM
From: Roy F
   of 6936
 
KVH TracVision Satellite TV Antennas Chosen by Fleetwood for 2003 Model RVs

Selection of TracVision by Leading RV Manufacturer Represents Potential Sale of Several Thousand Additional Antennas

MIDDLETOWN, R.I., June 10 /PRNewswire-FirstCall/ -- KVH Industries (Nasdaq: KVHI - News) announced today that Fleetwood Enterprises, one of the largest RV manufacturers in the United States, will be offering the KVH TracVision® line of satellite TV antennas as an option on 2003 model year motor homes. Fleetwood RV's selection of TracVision satellite TV equipment as an option for its customers further solidifies KVH's position as the world's premier manufacturer of mobile satellite TV systems.

"Fleetwood vehicles are renowned for their quality and reliability, and we are very proud that our TracVision antennas have been chosen as optional equipment for the 2003 model year motor homes," said Ian Palmer, vice president of satellite sales. "Satellite TV is one of the most popular consumer products among RV owners, and the award-winning TracVision product line has become the antenna of choice among both consumers and leaders in the RV industry like Fleetwood. Subject to consumer demand, this opportunity represents the potential sale of several thousand additional TracVision units in the next 12 months."

To meet Fleetwood's high-volume production needs, KVH redesigned its award-winning TracVision LM and SA satellite TV antennas, creating two new models - TracVision LF, a fully stabilized in-motion system; and TracVision SF, a stationary, self-acquiring system for use when the vehicle is parked. These systems provide access to more than 300 channels of digital TV programming and digital-quality music via the DIRECTV® and DISH Network(TM) services. TracVision LF and SF antennas are designed for factory installation and will be installed aboard motor homes built at Fleetwood's manufacturing facilities in California, Indiana, and Pennsylvania.

"The outstanding quality, reliability, and service offered by KVH Industries were instrumental in our selection of the TracVision systems for our family of recreational vehicles," remarked Bob Thompson, vice president of motor home operations, Fleetwood RV. "The TracVision LF and SF satellite TV systems will provide our customers with the innovative design and exciting features they expect when purchasing a Fleetwood RV motor home."

Fleetwood Enterprises, Inc. (NYSE: FLE - News) is the nation's leading manufacturer of recreational vehicles and a leading producer and retailer of manufactured housing. Fleetwood's recreational vehicle line includes 27 brands of motor homes, travel trailers, fifth wheels, truck campers, and folding trailers. Fleetwood RV products are distributed through a nationwide network of more than 1,000 dealers. Established in 1950, Fleetwood operates 40 North American recreational vehicle and manufactured housing facilities and employs approximately 14,000 associates. For more information on Fleetwood Enterprises, visit Fleetwood on the Internet at www.fleetwood.com or call 1- 800-444-4905.

KVH Industries, Inc., designs and manufactures products that enable mobile communication, defense navigation, and direction sensing through the use of its proprietary mobile satellite antenna and fiber optic technologies. 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.

Except for historical facts, the statements in this press release are forward-looking statements that involve risks and uncertainties. For example, the statements regarding the company's potential sales are forward-looking statements. Forward-looking statements are merely our current predictions of future events. The statements are inherently uncertain, and actual results realized by the company could differ materially from the statements made herein. Important factors that might cause such differences include: lack of reliable vendors, service providers, and outside products; unforeseen changes in competing technologies and products; or worldwide economic variances. Additional factors that could affect future events are discussed in the company's 2001 Form 10-K filed with the Securities and Exchange Commission on March 20, 2002. Copies are available through the company's Investor Relations department and web site, www.kvh.com. We assume no obligation to update our forward-looking statements to reflect new information and developments.


KVH Industries Contact:
Chris Watson, Communications Coordinator
401-847-3327
cwatson@kvh.com

Investor Relations Contact:
Phil Davidson or Jolinda Taylor
Morgen-Walke Associates
617-747-3600

Financial Media Contact:
Ron Heckmann
Morgen-Walke Associates
415-296-7383

SOURCE: KVH Industries, Inc.

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To: Roy F who wrote (1267)6/10/2002 8:20:14 AM
From: Sector Investor
   of 6936
 
Is this what Martin referred to in the Q1 CC or is there still another June announcement coming? This P/R says "as an option", while Martin said "standard equipment"?

<<During the first quarter, we also signed our first OEM agreement to have TracVision antennas sold as standard equipment on RVs produced by a major US manufacturer. We'll be issuing a formal announcement in June when our customer introduces their 2003 model year vehicles. While we've been part of an option with several major players this will really be the first time that our TracVision is sold as standard equipment by a major RV company. We hope that this will be the catalyst for many of the major players in the industry to follow suit.>>

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To: Roy F who wrote (1267)6/10/2002 8:22:32 AM
From: robert b furman
   of 6936
 
HI Roy,

Several Thousand more!!

Just as Martin said,Options are introduced on high end models then they work their way down in price - Soon they become standard equipment.

When you get down to fifth wheels and travel trailers - you impact younger families and they do watch TV.

This will be part of Martin's 30 -40 % sales increase.

Just noticed Homeland Defense money beginning to flow to Boeing and Lockheed - Let's get that DPS secondary source authorization going.Maybe they're waiting to announce a profitable quarter - then put the frosying on???

As always - thanks for your diligence on news items!

Bob

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To: Sector Investor who wrote (1268)6/10/2002 8:29:33 AM
From: robert b furman
   of 6936
 
Hi Sector,
If as in the auto world :

Standard in high end also means available in lower end.

The volume always lies in the lower end - making it easily available by long term financing vs "out of pocket expenditures" really opens the volume spigot.JMHO

That younger family is the segment that really watches TV.Retirees only need it for CNBC - not that big.

I think this is just a volume move - may be the best one yet.I'd say it will be more effective than doing business with Stagway (aftermarket).

No doubt the very least that can be said is it confirms the maturing of this product to becoming "mainstream".

That in itself is HUGE!!!

Bob

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To: Sector Investor who wrote (1268)6/10/2002 8:30:51 AM
From: Sector Investor
   of 6936
 
Fleetwood RV:

fleetwoodrv.com

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To: Sector Investor who wrote (1271)6/10/2002 12:28:49 PM
From: Sector Investor
   of 6936
 
<<Subject to consumer demand, this opportunity represents the potential sale of several thousand additional TracVision units in the next 12 months."

To meet Fleetwood's high-volume production needs, KVH redesigned its award-winning TracVision LM and SA satellite TV antennas, creating two new models - TracVision LF, a fully stabilized in-motion system; and TracVision SF, a stationary, self-acquiring system for use when the vehicle is parked.>>

Let's see here:

"Several thousand" could be 3,000 - 5,000?
TracVision LM has an ASP of $2,199, TracVision S3 is $1,599

We don't know what the redesigns are, but it might be relatively minor, like in the way the antenna attaches to the RV or something like that. Let's assume a similar pricing structure.

At a 50-50 ratio of the 2 products, we can figure $1,899, or round to $1,900

So we get:

3000 units = $5,700,000, 4000 units = $7,600,000, 5000 units = $9,500,000

or, on a quarterly basis, $1,425,000, $1,900,000, $2,375,000.

Here are Needham's current (as of 4/25) quarterly projections for the Communications segment through 2003.

Q1-2002 (A) = $5.9M
Q2-2002 (E) = $6.2M

Next 12 months"
Q3-2002 (E) = $5.6M
Q4-2002 (E) = $6.5M
Q1-2003 (E) = $7.0M
Q2-2003 (E) = $8.0M

Q3-2003 (E) = $8.0M
Q4-2003 (E) = $8.0M

This new win is apparently NOT reflected in Needham's estimates, so it would appear that this news will require Needham to update their estimates, which I would expect after the next earnings and CC.

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To: Sector Investor who wrote (1272)6/10/2002 1:12:11 PM
From: robert b furman
   of 6936
 
HiSector,

Key to point out that the old estimates reflect a breakeven alredy being achieved - with the exception of new hires expense - this incremental revenue ought to fall to the bottom line.


It is beginning to fun owning / watching this stock develope.

Bob

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