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To: Roadkill who wrote (149)7/22/1997 11:47:00 PM
From: Gary
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To MWalsh and all,
You gotta love KVHI's balance sheet. It's current ratio (current assets to current liabiliities) and the fact that it has $1 per share in cash and cash equivalents. I think it will begin to get more attention now, and if it hits estimates for this year, it should be, short term, an $11-12 stock before year's end. I still like this stock long term but may sell half my position at $11-12. (My discipline now is to sell half of anything I have that has doubled in the past 2 years, so I am taking some money off the table and will let the rest ride....) Good luck, all. Gary C

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To: Mickey Szilagyi who wrote (148)7/23/1997 9:32:00 AM
From: Brian W. Nash
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DTSI was covered in the same issue of Red Chip Review that started coverage of KVHI. I'll have to read back over it, but I recall the tone was somewhat negative. I'll let you know tomorrow.

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To: Roadkill who wrote (149)7/23/1997 9:45:00 AM
From: Brian W. Nash
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Here is the Swedish military contract announcement, for yourreading pleasure:

KVH Awarded $1.9 Million Contract to Manufacture TACNAV Navigation Systems For Armored Vehicles



July 23, 1997 08:12 AM

MIDDLETOWN, R.I., July 23 /PRNewswire/ -- KVH Industries, Inc. KVHI announced today that the Swedish government has placed a $1.9 million order to exercise a contractual option and purchase additional TACNAV(TM) compass-navigation systems for their Army's fleet of armored vehicles. In conjunction with KVH's original, completed $5.5 million contract and a subsequent $2 million systems shipment, the cumulative value to date of the Swedish TACNAV purchases is $9.4 million.

"Ongoing purchases of our TACNAV system by the Swedish Army represents valuable validation of the product's superiority in providing the military with critical orientation information," said KVH Industries President and Chief Executive Officer Martin Kits van Heyningen. "As a result of such recognition, we are exploring with a number of other countries how TACNAV can meet their military navigational needs."

TACNAV is a low-cost, digital compass-navigation system that can be integrated with a global positioning system (GPS) receiver to provide the crews and commanders of armored vehicles with the directional data that determines safety, accuracy and maneuverability in military encounters.

A particularly important feature of TACNAV is its ability to provide orientation feedback with or without GPS. In the event GPS signals are lost on the battlefield, TACNAV substitutes dead reckoning for global positioning.

The unique auto-calibration technology developed by KVH has overcome another problem, the magnetic effect of a vehicle's metals on compass accuracy. KVH's auto-calibration corrects for both hard and soft iron errors, and most importantly for those created by turret rotation and vehicle tilt.

KVH Industries develops, manufactures and markets digital navigation systems and mobile satellite communications systems for use in commercial, military and marine applications. The company's mobile satellite communications products provide an "on the move" link to communications satellites such as INMARSAT, AMSC and DBS systems. KVH navigation products combine proprietary direction and orientation sensors with inputs from other instruments to provide fully integrated displays for military, marine and OEM customers. SOURCE KVH Industries, Inc.

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To: david james who wrote (147)7/24/1997 11:27:00 AM
From: Brian W. Nash
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David, could you post the access code for the conference call? My (unimaginative) guesses were 584 and 5844 (KVH or KVHI).

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To: Brian W. Nash who wrote (153)7/24/1997 12:43:00 PM
From: david james
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the reservation number I have is 2828756, but when I call it, it says the reservation is not currently valid. So don't quite know what is happening.
David

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To: david james who wrote (154)8/20/1997 9:45:00 PM
From: Gary
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To David, Brian, Walsh and all, Is anyone out there? Hello...
Just wanted to know if anyone still follows KVHI, as I do. Still bullish long term but am disappointed by the lack of volume and news on the stock. Also, my latest Quarterly report of TRowe Price New Horizons no longer as of 6/30 lists KVHI as one of its holdings. Does anyone have any thoughts on this or anything else about the company? Are you all still LONG? Thanks in advance. Gary C.

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To: Gary who wrote (155)8/20/1997 10:54:00 PM
From: david james
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I reduced my position to about 1/3 in the last run. The company is actually growing much faster than shown in the earnings/share because the #of shares has increased quite a bit in the last year and a half. Unfortunately this has stalled the stock.
If they would keep the number of shares somewhat constant for the next three quarters or so, the stock should do great. Unfortunately, although the dilution helps the company and management, it scares away shareholders and funds.
David

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To: Gary who wrote (155)8/21/1997 6:37:00 AM
From: Roadkill
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Like David, I also lightened up a little bit in the last few months. Unfortunately (unlike David), I waited for the stock to fall below 8 before doing so. Didn't lose any money, just didn't make much. I got nervous watching it hit ten then slowly give back all of its gains, with no apparent downside resistance north of 7 1/8. Looks to have stabilized now, however, and I remain bullish on the company. The lack of news and volume makes it hard to pay much attention, though. That's probably for the best. I should forget about my holdings and come check them next year. How about you? You still bullish or did the retrace bother you, too?

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To: Gary who wrote (155)8/21/1997 11:01:00 AM
From: Brian W. Nash
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Yep, still here, still long, still bullish. I haven't sold any of the position. As I've often said, I treat KVHI as a "sock drawer" stock, something that I intend to hold for at least 3 - 5 years, unless the fundamentals degrade.

There's been nothing to indicate that the company is not on track with its product introductions over the next quarter.

On a slightly different topic, I never managed to get hold of the SSR coverage. Did anyone ever find that?

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To: Roadkill who wrote (157)8/21/1997 9:48:00 PM
From: Gary
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To David, MWalsh and Brian,
The retrace did not bother me, as I concur with Brian's view that KVHI is a long term buy & hold, which is the only way I have made good money in the market-- to buy good companies when no one wants them and hold them till everyone wants them.
Nothing about KVHI has changed except amount of shares, and the fact that TRowe Price New Horizons appears to be out of the stock. The manager probably got bored to death with it. I always figured I would hold it at least 2 yrs, and I have more than 1 yr left. Thanks for your inputs! I appreciate knowing there are more of us out there. FWIW, I was bored with Helix Tech and disappointed for about 1 full year and now it is rewarding my patience!
Gary C.

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