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To: david james who wrote (147)7/24/1997 11:27:00 AM
From: Brian W. Nash
   of 6936
 
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
   of 6936
 
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
   of 6936
 
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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To: Gary who wrote (159)8/26/1997 10:01:00 PM
From: Marc Gilbert
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ZACKS ranks KVHI third out of 36 aerospace/defence companies. With
an annual growth of about 28% and a PE of 19, I figure this stock's
next big move will be up.

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To: Marc Gilbert who wrote (160)8/30/1997 10:41:00 PM
From: Robert T. Quasius
   of 6936
 
Was that a trailing P/E or a P/E based upon this year's earnings consensus?

Either way, the stock sounds attractive. I just received a packet of investment info from KVH, and I probably will wind up buying some next week.

Happy investing.

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To: Marc Gilbert who wrote (160)9/1/1997 3:38:00 AM
From: Step1
   of 6936
 
Marc, Could you publish some of the other companies in the ranking?


I have been doing a lot of reading lately on the aerospace insdustry and have come across a few companies worth doing more research. Some of these companies are privately held while others are quite unwilling to release much info . Perhaps some of this is the result of their strong links with the army or NASA.

I am especially interested in the small satellite manufacturing companies.
sg

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