SI
SI
discoversearch

   Technology StocksKVH Industries, Inc.


Previous 10 Next 10 
To: dvdw© who wrote (1527)11/5/2002 4:18:47 AM
From: robert b furman
   of 6947
 
Hi dvdw,

OFF TOPIC

SSPI that sounds familiar - yup .I've been an owner of SBS technology over the years.

Voice over Packets has been one of their stong beliefs as to the next stage of internet developement.

They seem to be in a nice area as Intel wants to include WLAN radios as part of the motherboard - their routew to muscling into wireless.

Do you think they will stay independent or is this a nice way to own Intel??

Bob

Looks like another neat company - thanks for the heads up.

What's going on next week?

Share RecommendKeepReplyMark as Last Read


To: david james who started this subject11/9/2002 4:34:57 AM
From: Roy F
   of 6947
 
KVH Industries, Inc. has posted a new Presentation to its Web site.
Event: KVH Presentation to Investors
Date(s): 11/2002

To access this item click on the following link:

ir.kvh.com

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Roy F who wrote (1529)11/16/2002 9:17:34 AM
From: robert b furman
   of 6947
 
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

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: robert b furman who wrote (1530)11/17/2002 6:53:18 AM
From: Roy F
   of 6947
 
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

Share RecommendKeepReplyMark as Last ReadRead Replies (2)


To: Roy F who wrote (1531)11/17/2002 10:19:08 AM
From: cmg
   of 6947
 
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?

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: cmg who wrote (1532)11/17/2002 11:25:30 AM
From: Sector Investor
   of 6947
 
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

Share RecommendKeepReplyMark as Last Read


To: Roy F who wrote (1531)11/17/2002 4:30:13 PM
From: robert b furman
   of 6947
 
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

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: robert b furman who wrote (1534)11/17/2002 5:01:13 PM
From: Roy F
   of 6947
 
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

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Roy F who wrote (1535)11/18/2002 9:44:41 AM
From: robert b furman
   of 6947
 
Hi Roy,

Sema is the 800 pound Gorilla - missed.

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

Bob

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: robert b furman who wrote (1536)11/18/2002 11:06:39 AM
From: robert b furman
   of 6947
 
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

Share RecommendKeepReplyMark as Last Read
Previous 10 Next 10 

Copyright © 1995-2017 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.