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To: Sector Investor who wrote (1320)7/18/2002 7:14:56 AM
From: Sector Investor
   of 6947
 
Updated Consolidated links

Date: July 18, 2002 07:12 AM

KVH Industries, Inc., based in Middletown, Rhode Island, is an international leader in developing and manufacturing innovative,
mobile, high-bandwidth satellite communications systems, tactical navigation products, and fiber optic products.

Company Overview --- kvh.com

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 -http://www.siliconinvestor.com/readmsg.aspx?msgid=2534856
Q4 1997 warning -------- Message 3187118
Q2 1998 CC analysis --http://www.siliconinvestor.com/readmsg.aspx?msgid=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 pre ------- Message 16876175
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
Q2 2002 EPS rel ------- Message 17755541
Q2 2002 Fin Tables ---- Message 17755543


Contract, Service 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 Lockheed-Martin Train system Message 17486946
2002 US Weapons simulators ------ Message 17464265
2002 $700K FOGs -turret stabilization - Message 17538721
2002 Optional equip on Fleetwood RVs - Message 17580267
2002 KVH becomes Inmarsat Global ISP- Message 17596838
……. Inmarsat Information -------------- Message 17597008
……. Comparison of Sat Networks -------
2002 Std equip on Featherlite Coaches -- Message 17661922
……. About Featherlite ---------- featherlitecoaches.com
…..... KVH TracVision L3 ------------- kvh.com
……. KVH Tracphone 252 ------------ kvh.com
……. KVH TracNet ---------------------- kvh.com
2002 Rexhall selects KVH antennas -- Message 17677523
…….. US Class A Motorhome market -- Message 17677556
2002 $1M DSP IMU dev from L-3 Comm - Message 17715075




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

KVH major customer list

From the 2001 Mission brochure -- Message 17489301

A few of the US patents

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

Significant Personnel additions

1999 Charles Trimble joins BOD ------- Message 9802059
2000 Larry Dalton on Advisory Bd ----- Message 14592383
2000 John Seavey on Advisory Bd ----- Message 15085660
2001 new COO Joe Bookataub -------- Message 16238135
2002 Steve Buckingham joins KVH ------ Message 17486936
2002 New VP Eng. Dr. Kalyan Ganesan - Message 17553371
2002 New CFO Patrick J. Spratt -------- Message 17755516



Awards and Certifications

1998 Best in category awards ---------- Message 6624271
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 NMEA "Best" 3rd yr in row ------- Message 14659699
2001 NMEA "Best" 4th yr in row --------- Message 16596940
2002 StagParkway Peach Award -------- Message 17026775
2002 DOD Outstanding Quality Award -- Message 17611817



General/Miscellaneous


1999 Article on Trac vision II ------------ Message 8383221
1999 Briar Patch Invest Opinion ------- Message 8638735
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
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 KVH featured in Navy SBIR ------ Message 17487085
2001 Gyrotrac helps Playstation set record - Message 17487087
2002 TracNet Hits the Road w Internet -- Message 17450037
2002 Patent-reduced configuration Gyro Message 17480877
2002 First customers praise new F77 --- Message 17494877
2002 KVH Antenna During Tornados -- Message 17563489

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To: Sector Investor who wrote (1320)7/18/2002 8:15:35 AM
From: Bridge Player
   of 6947
 
I love companies that spend 20% of revenues on R&D.

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To: Bridge Player who wrote (1322)7/18/2002 8:23:46 AM
From: Sector Investor
   of 6947
 
They are finishing up the 6 quarter spike in R&D for their major new initiatives for the auto and telecom markets. The new initiatives were staffed with university researchers and consultants, not via an increase in employees. They have forcasted R&D to drop after this quarter as the projects complete.

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To: Bridge Player who wrote (1322)7/18/2002 8:41:40 AM
From: robert b furman
   of 6947
 
Hi Bridge,

Especially when they pay off.

I particularly like the Y over Y 6 month comparison:

Note how in 2001 the $4,005,501 R&D approximated the loss of $3,565,340.

Now in 2002 - The R&D $4,766,211 is a multiple by 2-3 of the loss $ 1,872,407.

This certainly shows the seeds being planted in their R&D are providing fruit.It will just take a little more time for the trees to mature and its all black from there.

I particularly like Martin's comment on Q3" Looking ahead to the third quarter and the year as a whole,KVH is well positioned to achieve its goal for revenue growth and a RETURN TO PROFITABILITY".

I was too optimistic in hoping for profitability in Q2- R&D is still a large number.But the 12.6 million in revenue is an excellent achievement.

When I visited KVHI Richard Forsythe said KVHI could've easily been a profitable 25 million dollar company forever - but they wanted to grow.

Well annualized they've passed 50 million and it's been two years - a tremendous record of growth in anyone's book.

My favorite stock investment is now going to outsell my dealership in revenue.I've got the feeling my profitability is about to take a second seat to KVHI as well.gg

I can hardly wait!!

Does anyone know of a tech company or any other sector that has revenue for the 6 months going up roughly 40 % - if so please point it out - this is a stellar job of swimming upstream in a difficult economy.

Nice momentum and great sales numbers.

The cash burn rate is close ,but we are about 300,000 away from cash flow positive.So the burn is very slow.If as stated in the past, R&D tapers - we're there already.

Next quarter - in the BLACK !!! and cash burn is a subject that can be filed in the "past history" drawer.gg

Bob

Anxiously awaiting the webcast.

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To: Sector Investor who wrote (1323)7/18/2002 8:52:49 AM
From: Bridge Player
   of 6947
 
I understand and will enjoy the return to profitability, but R&D bucks still fuel the growth engines in most high tech companies.

Come to think of it maybe some of those bucks need to be diverted to Washington lobbying...with senators from defense industry states.

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To: Bridge Player who wrote (1325)7/18/2002 9:03:05 AM
From: Sector Investor
   of 6947
 
BP, the R&D can stay high, but the expense numbers can still drop. The $1M L-3 contract is an example of this, where R&D will be increasingly funded by customers. This should be seen starting in Q3.

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To: Sector Investor who wrote (1326)7/18/2002 9:40:10 AM
From: robert b furman
   of 6947
 
Hi Sector,

Good point.

Kvhi has been a master in securing other people's money to do their R&D.

I view this as a confirmation of how valuable their proprietary technology is.

All in all good numbers.

Bob

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To: david james who started this subject7/18/2002 12:44:31 PM
From: dvdw©
   of 6947
 
Conference Call Replay # FYI!

Available after 1:30 PM EST on 7-18-02
Number to call is 1 888- 203-1112 Replay code # 669362

Live Call failed due to some broadcast glitch, replay will catch everyone up.

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To: dvdw© who wrote (1328)7/18/2002 7:52:09 PM
From: robert b furman
   of 6947
 
Thanks - I needed that- wondered what happened.

I even reloaded Realtime - boring.

Thanks again

Bob

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To: robert b furman who wrote (1329)7/19/2002 9:41:58 AM
From: cmg
   of 6947
 
Whats everyones take on the demotion of the vp of finance. and He stayed on?.......cmg

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