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To: Roy F who wrote (1529)11/16/2002 9:17:34 AM
From: robert b furman
   of 6936
 
Hi Roy,

Nice to see KVHI close so close to resistance level 8.00.

Having said that I noticed an ask size of 10,000 plus shares at 8.00.Then My TC2000 shows Dodez selling only 800 shares at 8.00.

These guys are living quarter to quarter selling options to supplement life.Now I'm not against options as rewards - but if they used the same discipline investors do - as in accumulate for the better price and quit throwing supply into the market - we-d be working on a breakout from the 10.44 ceiling instead of having a hard time getting over 8.00.

That being said I like how we are slowly digesting 8.00 vs the fast rocket pops through 8.00 of the past (only to drop through 8.00 ).

Here's the track record of management selling the dilution of our holdings - options gifts of stock :
insider.thomsonfn.com

Here's the resistance of the magic # 8:

stockcharts.com[w,a]waclyyay[pb50!b200][vc60][iUb14!Ll14]&pref=G

+DI looks good.50 and 200 moving up.

I just wonder if these guys know they are costing themselves (and stockholders as well)good money here?

I'll get off my soap box now.gg

Bob

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To: robert b furman who wrote (1530)11/17/2002 6:53:18 AM
From: Roy F
   of 6936
 
Hi Bob,

I agree with you, it's frustrating.

However, the problem remains the same, IMO. Anticipation. If the market would have remained vibrant, instead of a 2+ year downturn, this wouldn't have been an issue. But instead of considerable price appreciation, we've been seemingly treading water... something ~90% of other companies wish they could have done. (12 month RSI is 87)

New products always take longer to develop, and re-develop, than anticipated. The customization seems endless, and once that's done, new technology must be incorporated. Since nearly everyone is in the grasp of the bear, there's less inclination to spend on something new unless the ROI warrants... that's assuming our partner remains solvent.

All-in-all, by staying in the upper end of the trading range, KVH has been a success. Seems odd, doesn't it? Hopefully, the seeming lack of patience by insiders doesn't indicate further grinding for the stock price. They need to fire up the PR machine and get these new products out there. There won't be an instant rush of money, so the earlier they get going, the better.

It shouldn't be too much longer, but where have I heard that before? It still boils down to the same old, boring thing. Patience.

Roy

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To: Roy F who wrote (1531)11/17/2002 10:19:08 AM
From: cmg
   of 6936
 
I heard sirrus signed a contract with Ford Motor Co. this weekend to offer satelite radio in January on select cars....how does this effect KVHI positive or negative?

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To: cmg who wrote (1532)11/17/2002 11:25:30 AM
From: Sector Investor
   of 6936
 
cmg, I posted some thoughts on satellite radio here back in September. I only got back a few comments. Perhaps now this will generate more.

Message 17975894

Message 17976661

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To: Roy F who wrote (1531)11/17/2002 4:30:13 PM
From: robert b furman
   of 6936
 
Hi Roy,

I really didn't mean to be too negative on the stock.Its relative performance is one the main reasons I'm accumulating more.

In this vicious bear market to build a multiyear cup and handle vs going to new lows is doing a very strong statement.

There is no doubt in my mind that KVHI is/has been under accumulation these last several years.

The ability to resist a general market decline means it will be a leader in the next market recovery.

The RSI,return to profitability,established topline growth rate all add up to the best potential stock I know of.

As you state the quicker the antennae gets introduced - the quicker it will begin to gain traction.

As the below slide shows - 1% = 100 million per year.

media.corporate-ir.net

This is the first huge market and they will have a no competition to be seen lead.

THIS WILL BE HUGE.

In the past years the entertainment screen took 2-3 years to get going.The first year Warner Brothers had a Venture Van package.- they were duds,didn't sell well and took big rebates to mave them at year end.

Now we are selling them in Venture Silhouettes,Avalanches - more the last 90 days than years before.

It really is becoming desired.Mostly to young families who have children to entertain.Once a neighbor finds out how quiet the kids are on a trip - it is a MUST HAVE OPTION for their next purchase.

Now another 2 grand for live DVB and the subscription rate will move it to the upscale SUV's and Limo's.

Then cheaper packages will work their way down.

Like the Trac Vision took 2-3 years to become dominant amongst RV makers - so too will the low profile.

That being said it is the BIG MARKET and a slow start on a bigger market can do more to move KVHI up to the 100 million in sales level.

At that point people will be placing PE'S on a nice profit and looking at the revenue growth rate - it could justify a nice PE in even a normal market.

Patient - I can be.

This price action is really beginning to make me get excited.

When a stock looks like it can't get over a number (8) - that's when I get excited.gg

Bob

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To: robert b furman who wrote (1534)11/17/2002 5:01:13 PM
From: Roy F
   of 6936
 
Thanks for your thoughts, Bob. I had originally typed an inquiry about the auto industry in the first message, but deleted it because I figured you'd lend us the benefit of your industry expertise in your response. ;) Any guess as to the event that may be the launch for the antenna?

Only a month and a half left in '02.

Roy

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To: Roy F who wrote (1535)11/18/2002 9:44:41 AM
From: robert b furman
   of 6936
 
Hi Roy,

Sema is the 800 pound Gorilla - missed.

I'm of the opinion it will be 03 - somewhat delayed.

Bob

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To: robert b furman who wrote (1536)11/18/2002 11:06:39 AM
From: robert b furman
   of 6936
 
HI Roy,
HEHEHEHE - I JUST LOVE SLEUTHING.

Looks like the Consumer Electronics Show would/will be a great introduction launch location:

cesweb.org

Location 4255 Mobile Electronics - Next to JL Audio Located in the North Halls.





Note new to KVHI's Satellite comunication description INCLUDES "AUTOS OR TRUCKS"

Early 03 as in 01/09 - 01/12/03 !!

I can wait - but I can hardly wait.

Bob

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To: david james who started this subject11/19/2002 7:44:42 AM
From: Roy F
   of 6936
 
KVH Introduces Mobile, High-Speed Internet to Europe With TracNet 2.0

Tuesday November 19, 7:30 am ET

TracNet 2.0 Makes Broadband Internet Access At Sea A Reality Using High-Speed Internet-Via-Satellite Service

MIDDLETOWN, R.I., Nov. 19 /PRNewswire-FirstCall/ -- KVH Industries (Nasdaq: KVHI - News), the company that pioneered in-motion broadband Internet access in North America, introduced its new TracNet 2.0 Mobile High- speed Internet System today at the 2002 Marine Equipment Trade Show (METS) being held in Amsterdam, Netherlands. TracNet 2.0 provides seamless, two-way Internet access throughout Europe by combining broadband Internet-via- satellite downloads and a wireless return path.
"TracNet 2.0 is a powerful link to the Internet, e-mail, and company intranets thanks to Internet data delivered by high-powered satellite downloads, built-in networking capabilities, and extremely broad coverage areas," explained Mads Bjerre-Petersen, managing director of KVH Europe A/S.

"No other mobile Internet system can offer the range of capabilities built into TracNet 2.0, such as Internet downloads at speeds reaching 512 kilobits per second (Kbps) and simultaneous Internet access by up to 5 separate users. Whether you need Internet access for business, pleasure, or vital information, TracNet 2.0 is the gateway to the Internet, wherever you travel throughout Europe."

Broadband Internet data provided by Xantic is available throughout Europe, the Mediterranean, and parts of the North Sea, Black Sea, and northern Africa. The broadband signal is received by any of KVH's Digital Video Broadcast (DVB)-compatible TracVision satellite TV antennas. These award-winning, fully stabilized marine satellite TV antennas offer access to both the broadband Internet downloads as well as more than 300 channels of digital TV and audio entertainment, news, sports, weather, and business information.

Users can access Internet data via the powerful server-based TracNet 2.0, which offers unmatched networking versatility that includes Ethernet and optional 802.11b (Wi-Fi) wireless network connections. As many as 5 users can surf the web simultaneously from virtually anywhere on board the ship. Outgoing e-mail and Internet requests are transmitted by the TracNet 2.0 wireless return path, which uses KVH's Velocity Acceleration software to boost outgoing transmission speeds to as fast as 56 Kbps. The return path can also be used for standard two-way Internet access should the vessel move outside the broadband coverage area or the satellite signal is blocked. In addition, the standard service can be used when the TracVision antenna is receiving satellite TV signals, allowing passengers and crew to enjoy their favorite television programs as well as two-way Internet connections. TracNet 2.0's standard coverage area extends into the eastern Atlantic and Middle East.

"The need for access to the Internet continues to grow among vessel owners," continued Bjerre-Petersen. "The variety of information that is available -- investment and business data, sports, news, entertainment, e- mail, weather and navigational information -- are all of value to our customers when they are at sea. Our integrated system design and affordable Internet-via-satellite service make broadband Internet access an affordable and powerful option for boat owners, passengers, and crew throughout Europe." Complete information regarding KVH's TracVision and Tracphone systems can be found on the company's web site (http://www.kvh.com/MarineSat).

KVH Industries, Inc., designs and manufactures products that enable mobile communications, navigation, and precision pointing through the use of its proprietary mobile satellite antenna and fiber optic technologies. The company is developing next-generation systems with greater precision, durability, and versatility for communications, navigation, and industrial applications. An ISO 9001-registered company, KVH has U.S. headquarters in Rhode Island, with a fiber optic manufacturing facility in Illinois, and a European sales, marketing, and support office in Hoersholm, Denmark.

KVH (N. America) Contact:
Chris Watson,
Communications Coordinator
401-847-3327
cwatson@kvh.com

KVH (Europe) Contact:
Beatrix Mortensen,
Marketing Coordinator
+45 45 160 180
bm@kvh.dk

Investor Relations Contact:
Phil Davidson or
Jolinda Taylor
FD Morgen-Walke
617-747-3600

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To: Roy F who wrote (1538)11/19/2002 8:02:24 AM
From: robert b furman
   of 6936
 
Good Morning Roy,

Well just 1 or 2 sales off of Trac Net should pay for the ticket over to Europe.

The more I see of Trac Net - the more this becomes a must have for all commercial boats.The capability of 5 crew members talking daily to their families has to be huge.

Once you've had it - You'd need it.

On the other hand -if you were on a cruise - one Trac Net would allow you to charge 5 users at a cyber cafe.Not sure if cruises have another alternative already,but if not todays kids must be bored stiff - if their is no internet capability for FIVE WHOLE DAYS.gg

Does anybody know if cruises have this or is this a potential market??

I can't stand cruises as they are populated over feeding bores to me.

JMHO

Bob

This news is great as Trac Net is a high margin product.

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