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To: Sector Investor who wrote (1400)9/19/2002 8:26:07 AM
From: Roy F
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news....

ragingbull.lycos.com

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To: Sector Investor who wrote (1401)9/19/2002 8:26:50 AM
From: Sector Investor
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Becker's Client List

messages.yahoo.com

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To: Roy F who wrote (1402)9/19/2002 8:30:56 AM
From: Sector Investor
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Great news Roy.

I'm grinning at the thought of these people driving around using KVH TracVision and TracNet - and getting asked about it everywhere they go!

This is superb marketing!

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To: Sector Investor who wrote (1404)9/19/2002 9:10:58 AM
From: Sector Investor
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Just look at some of these interiors! Wow!

beckerautodesign.com

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To: Sector Investor who wrote (1405)9/19/2002 7:33:07 PM
From: David Semoreson
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i've been in the auto business for years and known of Becker, so when i saw this press release i didn't bother to go to Beckers website ... but i just did and WOW they are much more impressive than i remember.

they will sell KVHI's system on virtually every high end unit.

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To: David Semoreson who wrote (1406)9/19/2002 8:22:54 PM
From: robert b furman
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Hi David,

Any idea on annual unit sales volume?

LM Trac Visionis fast becoming a must have "toy".

I bet there are some better sales as Christmas nears.

It IS a neat toy for the persion "THAT HAS EVERYTHING".

JMHO

Bob

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To: Sector Investor who wrote (1405)9/19/2002 10:04:22 PM
From: sirdar
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sector, those interiors are awesome.
best wishes

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To: sirdar who wrote (1408)9/19/2002 10:37:06 PM
From: Sector Investor
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I like the ones with a shot of the 20" LCD screen. One has a Windows desktop on it and others show what looks like live TV or movies. Awesome.

Nothing brings home the difference between the full-blown Internet that KVH is providing and what others call mobile Internet (e.g. 3G cellphones and Blackberries, etc.) than pictures like that.

As this P/R states:

<< "We selected the KVH TracVision and TracNet because there was nobody else in the industry who could offer the two-in-one approach of satellite TV and Internet. This design simplifies installation and minimizes the number of antennas that are mounted on the roof,">>

KVH is in a unique niche with this technology, and they offer both the hardware AND the airtime too. This makes for a nice all-in-one solution for customers like Becker. Becker will not be their only win in this new market - for this IS a new market for KVH.

To David Semoreson,

As an automobile industry person, is there any way you might be able to scrounge up a couple of facts for us?

Each high end sale should represent $9K for KVH (plus a cut of the airtime), so 111 units = $1M in revenue. Is there any way you could find out the number of units Becker produces monthly or quarterly, how long the order lead time is, and whether business is slow or booming?

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To: Sector Investor who wrote (1409)9/20/2002 8:53:43 AM
From: David Semoreson
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tough for me to get that info ... different brands, different country. i'm involved in some import dealerships and a leasing company in canada, but i'm no longer active operationally so i don't attend industry conventions. robert furman, aren't you a domestic dealer in texas?

one comment on pricing: assuming your $9k estimate is the retail price, the installer is going to want a margin, so the net revenue to KVHI might be closer to $6k/unit.

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To: David Semoreson who wrote (1410)9/20/2002 9:41:38 AM
From: robert b furman
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Hi Dave,

Right I'm a GM dealer in Texas.

I've never heard of these guys before.Their product is WAY TOOOO Pricey for my country market!

I'll give them a call and get their sales pitch and brochure.

Good point about the margin for installers - I wonder what volume discounts exist.

Bob

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