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To: robert b furman who wrote (1414)9/23/2002 8:36:04 AM
From: Sector Investor
   of 6936
 
Hi Robert,

The antenna is the L-3, which has a retail of $2,999, not $2,199.

There is also a $200 option, a SAT/TV switch.

kvh.com

All I was trying to say is that they shouldn't have to cut their internal margins to get this win, due to the non commodity (lack of other viable competitor) nature of the product. You guys know the discounting side better than I do.

Of course, they will also get a cut of the service revenue each month as the TracNet gets used by the customer. At say, at dime a minute (I think it is probably higher than that), if the customer uses the service just 1 hour per day, 5 days a week, that translates to over $130 per month per customer. Not too shabby. And, if the person spends more time than that, the monthly revenue is even higher.

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To: Sector Investor who wrote (1415)9/23/2002 8:38:54 AM
From: robert b furman
   of 6936
 
Hi Sector,

Right - I used LM antennae since it is the cheapest and more or less designed for RV install.

I'm assuming this install requirement would be similar and trying to keep all estimates conservative.

Bob

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To: robert b furman who wrote (1416)9/23/2002 8:43:48 AM
From: Sector Investor
   of 6936
 
Robert, the P/R specifically said the high end L-3 antenna is used. Everything is high-end <g>

Message 18009051

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To: Sector Investor who wrote (1417)9/23/2002 10:02:40 AM
From: David Semoreson
   of 6936
 
Apparently there are some shortcomings to mobile satellite TV, both in relation to my original question (treating it as a discounted second receiver) and access to pay-per-view.

From the DirectTV Customer Agreement:
directv.com

<<h) Mobile Units. We provide Service to Receiving Equipment that is installed in mobile units such as campers, boats and other recreational vehicles. However, without a permanent land-based phone connection, this Receiving Equipment is not eligible for the additional receiver discount described above, pay per view ordering with the remote control, or certain programming such as seasonal sports subscriptions and local regional sports networks. >>

They require a phone hookup for location verification as DTV doesn't want the "second receiver" to be at your friends house! It would be technically possible to use the internet for PPV client verification but I can't think of a good technical solution to the 2nd receiver verification problem. Ultimately this means that the user would have to take the card with them when they go mobile, which isn't a very good incentive for existing DTV home customers to "add a 2nd receiver to the car".

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To: David Semoreson who wrote (1418)9/23/2002 6:09:57 PM
From: Sector Investor
   of 6936
 
<<We provide Service to Receiving Equipment that is installed in mobile units such as campers, boats and other recreational vehicles.

However, without a permanent land-based phone connection, this Receiving Equipment is not eligible for the additional receiver discount described above, pay per view ordering with the remote control, or certain programming such as seasonal sports subscriptions and local regional sports networks. >>

David,

I checked with KVH and found out that that information is out of date.

DirecTV now allows mobile customers to sign an affidavit and submit it as proof that the 2nd receiver is installed on the same vessel or vehicle as the first. The customer pays full price for the first receiver, but gets the discounted "box mirrored" rate for the 2nd, 3rd, etc. Forms are available from KVH.

This is a really positive change.

It still doesn't fully answer the situation I hope for - that the primary receiver can be in my house, the second (or third) receiver can be in my house, RV, boat or van, and I still pay the "box mirrored" price.

I'll ask again on that.

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To: Sector Investor who wrote (1419)9/24/2002 9:03:19 AM
From: Sector Investor
   of 6936
 
<< It still doesn't fully answer the situation I hope for - that the primary receiver can be in my house, the second (or third) receiver can be in my house, RV, boat or van, and I still pay the "box mirrored" price. I'll ask again on that.>>

I did ask - and I got an answer too.

"The current policy of DirecTV is that you cannot get the reduced rate on the second receiver in the vehicle or vessel.
The current policy of the Dish Network is informally, "we're not too concerned" if a customer takes a mirrored receiver out of their house and puts it in their vehicle". Current policies of both companies are based on fairly small populations of REGISTERED mobile users."

I imagine that these policies are not cast in stone, and as the installed base grows and new trends become clear, things can/will change.

No one would pay twice for a second receiver in their office or den. Why should they pay twice to use it in their car or boat? I think the public will demand this over time.

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To: Sector Investor who wrote (1420)9/24/2002 9:46:31 AM
From: robert b furman
   of 6936
 
HI Sector,

Its no problem for me.

I'd put the dish on the house when in the house and on the car when in the car.

One quick connect on the porch and one quick connect on the luggage rack of my car.

Its not like you have to aim it.<VBG>

Bob

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To: Sector Investor who wrote (1420)9/24/2002 10:42:09 AM
From: David Semoreson
   of 6936
 
good response sector, once again!

but the ideal setup for KVHI will be tough to achieve as long as DTV is fighting hackers, who exploit any opening to get free TV.

alternatively, can a user just move the plastic access card from home to car, or is this somehow locked into the hardware?

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To: David Semoreson who wrote (1422)9/24/2002 10:54:03 AM
From: Sector Investor
   of 6936
 
David, I have cable TV at home. What is this plastic access card you are talking about. How is it used?

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To: robert b furman who wrote (1421)9/24/2002 11:08:29 AM
From: Sector Investor
   of 6936
 
Robert, I don't think the antenna as currently designed would be able to disconnect and connect to the house or car. This sounds complex to me, such as having to switch between AC and 12-volt power, the weight, the fact you might drop it, etc.

But, I think the RECEIVER might be able to move. KVH seems to be on top of the issues, and I'm sure they are aware of cost issues. Like I said before, as the technology makes visible inroads, and mobile trends become apparent, things will evolve to meet consumers needs and wishes.

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