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To: Sector Investor who wrote (1277)6/10/2002 8:20:21 PM
From: Sector Investor
   of 6947
 
Since KVH reports on Thursdays, the likely dates are 7/18 or 7/25.

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To: Sector Investor who wrote (1278)6/10/2002 9:13:47 PM
From: Sector Investor
   of 6947
 
Here's what to look for on the highway.

post.messages.yahoo.com

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To: Sector Investor who wrote (1279)6/10/2002 10:12:41 PM
From: robert b furman
   of 6947
 
Hi Sector,

I remember when I was a kid. We would drive on a vacation ( ah the good ole days) and when we saw a Volkswagon - we'd scream "padiddle". First one to see it - got a point.

I'm like that when I see a radome.Note - the KVHI radome is recognizable with a darker color (not pure white) - it also significantly has a lower radius near its lower profile.

Full disclosure - when I see a radome that isn't KVHI's - I still give the technology credit.hehehe

Fleetwood has some great models - no?

I think maybe KVHI should hold a "Long term stockholders meeting across the USA with the national convention say - @ Yosemite.

Streaming quotes all the way.gg

Thanks for the research on announcements - I'll try to get up early and beat Roy to the link.<VBG>

We have a rock here - any extra cash should buy more. JMHO

Bob

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To: robert b furman who wrote (1280)6/11/2002 10:08:32 AM
From: Sector Investor
   of 6947
 
Robert, this Fleetwood win looks even more important than I thought.
During some research last night I found the number of units Fleetwood
produced the last 5 years. This from their 2001 10K:

2001 2000 1999 1998 1997
Recreational vehicles--
Motor homes 8,148 16,294 14,923 13,525 14,345
Travel trailers 31,660 40,524 37,208 33,758 31,190
Folding trailers 19,090 21,890 21,171 20,960 18,524
Slide-in truck campers 1,327 1,412 1,420 1,251 1,184
60,225 80,120 74,722 69,494 65,243


Note that 2001 was a down year, particularly in motor homes, but
the industry is now rebounding.

Looking at these numbers, the "several thousand units" for antennas
certainly looks more than my 3,000 - 5,000 estimate.

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To: david james who started this subject6/11/2002 10:25:51 AM
From: dvdw©
   of 6947
 
I'll go out on a limb and guess that this deal will provide a minimum of 5.8 million in additional revenue based on 2003 unit volumes being static, as the economy begins to recover.

On the high speculative side the deal could be worth up to 10 million if Fleetwood produces 11K units of class 1 motor homes!

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To: dvdw© who wrote (1282)6/11/2002 10:41:22 AM
From: Sector Investor
   of 6947
 
That's PER YEAR.

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To: Sector Investor who wrote (1283)6/11/2002 10:59:22 AM
From: robert b furman
   of 6947
 
Hi Sector,

What might be the sleeper of the opportunity is the stationary model.Less overall money - but looks like it is priced with similar margins.

Looks like a lot of Fleetwoods volume is low end :pop-ups and truck inserts.The "SF model" may make new inroads on these lower end young family oriented " TV watchers".

An excellent opportunity for strong growth.

Vacationers as a rule look for things to spend money on i.e toys.

I suspect this agreement has resulted in product being shipped in this quarter already - I really think that with recent announcements and last quarter military shipment deferral - coupled with the strong accumulation of stock by another "outside fund" - by that I mean not the private placement funds which has resulted in a floor on the price at 7.30-7.40 - KVHI is going to announce a surprise pop into the black.

As R&D continues to wind down and sales accelerate - the growth on the top line will be fast and even faster on the bottom line.

Bob

Bob

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To: robert b furman who wrote (1284)6/11/2002 2:58:14 PM
From: Sector Investor
   of 6947
 
<<An excellent opportunity for strong growth.>>

Yes, indeed.

In rereading the P/R and thinking about this some more, this is the difference between having something installed in the after market and paying separately, versus simply specifying the antenna option at purchase time and having the antenna price be rolled into the purchase price of the RV along with other option and financing it for a few extra dollars per month. This really is a huge difference.

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To: Sector Investor who wrote (1285)6/11/2002 4:12:41 PM
From: robert b furman
   of 6947
 
HI Sector,

Exactly - In the car business it spells penetration.

When financed into the total package Often times:

They receive a preferential sales tax.
They monthly budget impact is minimized.

Thusly a much higher percentage of RV's will now have this feature wether high end or low end RV wether staionary or mobile antennae.

All around a higher penetration of new RV's will feature the antennae.Over time it could well become the next C.D. or 8 track cassette.Someday - they'll all have them.gg

Bob

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To: david james who started this subject6/12/2002 7:49:36 PM
From: dvdw©
   of 6947
 
I think by months end KVHI will be priced to meet Russell requirements. If KVHI can get to 11.50 that should do it. So many companies are in downward spirals that some more recognized names could easily fail to make the cut.

Right now, with the negative market, would guess it's better than 50% chance! News has been outstanding and despite nearly five weeks of grind down we are not moving down, which is a testament to all the longs who know this company well.

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