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To: Sector Investor who wrote (1571)11/29/2002 1:10:00 PM
From: Sector Investor
   of 6936
 
We closed at a new 52 week high today. Previous high close was $8.60 on 1/8/2002.

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To: robert b furman who wrote (1556)11/29/2002 5:52:55 PM
From: Michael Dunn
   of 6936
 
Bob,

I was trying to follow where the 49 came from but couldn't...?

Phaseshifting, in both transmitting and receiving systems, is different than what you have described.

The simplest description I can think of is to draw an analogy to a regular dish antennae. The amount of signal collected is proportional to dish area, the dish focuses the signal on the reciever (located at the dishes radius). As the dish is moved away from pointing at the satellite a few things happen:

1. The signal reflected off the dish starts to miss the receiver

2. The dish's effective collecting area drops by the cosine of the angle you've tipped it away.

and

3. Different portions of the disk are different distance from the satellite. If these different distances are on the order of the transmitted wavelength the signal arrives at different section of the disk with a different phase and rather than constructively interfering at the receiver (to give a strong signal) they destructively interfer (partially canceling each other out).

A phased array antennae, by compensating phase across the array, avoids problems 1 and 3. When signal hits the array off normal the array electronically compensates the signal received in each element of the array so that when the signal from every element is added up they are all in phase and as a result give a strong signal. So, a phased array is steered electronically so that, as it or the transmitter is moved, it electronically points at the transmitter and the only impact is a drop in collecting area with the cosine of the angle between the signal and the array normal.

A phase array that transmits works the same way, by adding phase shifts to different array elements you change the location on the ground where the signal from all the elements arrives in phase. This steers the beam.

Mike

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To: Michael Dunn who wrote (1573)11/30/2002 9:21:25 AM
From: dvdw©
   of 6936
 
Michael, Thanks for that Post, it was precisely my understanding of how this would all come together.

That is why I called these Statelites Model T, because of their shape and payload capacity, we can expect that these can be re engineered IMO into something much more effective. So in looking at the 21st Century state of the art airship, we are really looking at a model T.

When you see the economics of towers, constructing and maintaining them, the dynamics of a high stratospheric network become compelling, IMO. Next, Compare the economics of Satellites and the case becomes even more compelling.

KVHI FOGS and Phased array antenna work combine to make KVHI compelling part of a wireless future.

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To: Michael Dunn who wrote (1573)11/30/2002 11:46:39 AM
From: robert b furman
   of 6936
 
Hi Mike,

Yea - nothing like a typo to throw you off.

My mistake.

My thinking was 360 degrees in a circle divide by 9 degrees for each satellite thus 40 loops.

Your description is excellent an very much helps me visualize what is needed to occur.

The phase shifting/strengthening of the signal is more of that black box magic (wonder how they do that kind of stuff) I just have learned to love about these guys.

They are a hotbed of new neat stuff thinking.Just goes to show what can be accomplished with brilliant minds - and yet Andrews all but went broke and look at poor Lucent.

Ay any rate thank you for the great description.

Those checking out KVHI for the first time will get a great review of this excellent company and there outstanding new frontier breaking list of new products.

The price action was exceptional on a partial day Friday.

Good volume for a normal day and double volume for a partial day.THE BEST PART - A CLOSE AT THE HIGH.

This bodes relly well for the future price action.

I know Dennis thinks this may be a break out from the 8 resistance level and he could well be right.

I'm hoping for another cup and handle at the high of 10.44.
A 10 handle would take us to 9.40 ish - a negative December might get us back to current price levels - a great opportunity to "add to" in Decmeber.

It was apparent that whoever was offering stock for sale on friday was finding someone with a lareg appetite to accumulate more stock.

Only buyers and a few sellers - we'll find some last nervous holders up in the 10 range and then wee're off to the races.

MOst likely will depend on Low Profile Antennae Launch - if we front page of electronics magazine -"Greatest New GIZMO of the year" kind of stuff - "TO DA MOON"

Really an exciting time - right now - it is happening!!!

Bob

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To: david james who started this subject12/1/2002 11:15:19 AM
From: Sector Investor
   of 6936
 
KVH goes for the Trifecta this week.

post.messages.yahoo.com

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To: Sector Investor who wrote (1576)12/1/2002 12:31:39 PM
From: Sector Investor
   of 6936
 
The three shows after that aren't shabby either.

messages.yahoo.com

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To: david james who started this subject12/2/2002 7:23:28 PM
From: Sector Investor
   of 6936
 
indinvestor on Yahoo! posted an interesting Barrons article that required several Yahoo posts. Since SI has a larger size and a better looking format, I'll cut-paste the entire article here.
===========================================================================

Ticket to Ride
Harman International has bet big on auto "infortainment" systems. Now comes the payoff
By JIM MCTAGUE

First it was the kids. Now the darned car is talking back, correcting your speech and giving you driving directions. Welcome to the age of the intelligent automobile. Digital technologies such as voice recognition, navigation and tracking, and remote diagnosis are beginning to revolutionize passenger vehicles, laying the groundwork for what may be the next new thing in consumer electronics. And few folks are more ready than audio pioneer Sidney Harman. "I bet the company on it," he declares.

Harman International Industries has spent close to $800 million since fiscal 1996 retooling to produce "infotainment systems", primarily for luxury-car manufacturers BMW, Mercedes, Audi and Porsche. The company's signature system combines audio, video, navigation, voice recognition and telephone delivery into a single, space-saving unit embedded in the dashboard and operated by a control panel tucked between the driver's and passenger's seats. Harman's all-in-one design enables the system to be integrated more easily with a vehicle's other digital components.

So far, Harman, the company's 84-year-old executive chairman, appears to be winning his bet. The company expects to earn $3 a share in the fiscal year ending June 30, 2003, notwithstanding a seven-to-ten-cent hit from the effects of the dock workers' strike in California. Sidney Harman predicts another 25% jump in earnings in fiscal '04, and for several years thereafter.


Last year Harman International netted $57.5 million, or $1.70 a share, on $1.83 billion in sales. But the company generated about $4 a share in cash flow, before depreciation and other charges.

Harman International's robust results and rosy prospects have not gone unnoticed by investors. Despite a setback earlier this year, the company's stock has rallied sharply, tacking on more than 20 points since August, to a recent high of 62.95. Yet, if earnings pile up as Harman expects, it's not hard to imagine the stock trading between 80 and 100 within two years.

This forecast depends largely on sustained sales of luxury cars -- no sure thing in a wobbly global economy. Harman International would stand to lose about 15 cents a share in earnings for each million-unit decline in its customers' production. Yet, Harman notes that the BMWs and Mercedes of the world have not had to resort to zero-percent financing and other buyer incentives. "These are companies with real legs," he says.

Harman, the son of a hearing-aid salesman, co-founded Harman International with a fellow engineer, Bernard Kardon, in 1953. Three years later Kardon sold his stake in the young hi-fi manufacturer to Harman, who sold the company to Beatrice Foods for $100 million when he joined the Carter administration as an assistant commerce secretary in 1977. During this time, Harman also met his wife Jane, a long-time Democratic Congresswoman for California.

Harman bought back Harman International in 1980, for $50 million, and later told the Washington Post there are two ways to get rich: "One is to sell your company to Beatrice Foods. The other is to buy it back."

Today Harman International remains best known for its high-end audio systems, marketed under names such as Harman Kardon, JBL, Infinity and Mark Levinson. Indeed, the consumer systems group accounted for 77% of fiscal 2002 sales. The company also manufactures audio equipment for concert halls and movie theaters.

Sidney Harman does not foresee dramatic growth in the consumer market, because of weak economies around the world, and standard-setting disagreements that have slowed sales of high-definition televisions. "Consumer electronics is a tough place to make money for everybody, with no exception," he says. But there's plenty of sizzle in automotive systems, and Harman predicts the original equipment market soon will represent about 65% of the company's sales. BMW uses Harman International's system in its revolutionary iDrive control system, found in the super-luxurious 745 model. A mouse controls the iDrive's 700-plus functions, although frequently used features can be activated by spoken command. Some European legislators, alarmed by the number of auto accidents caused by cell-phone users, are considering making voice-activated systems compulsory.

Some older BMW customers have been turned off by the iDrive's complexity. "Why design a car for twenty-year-olds that only 50-year-olds can afford?" one critic recently lamented. Nevertheless, sales of the 745 line are up more than 40% this year, and BMW credits Harman International's gadgetry with helping it attract more youthful buyers.

In the past two years automakers have been stuffing their newer luxury models with digital technologies such as voice recognition, surround sound and remote diagnostics. Eventually such features, known as "telematics", will become standard in most new cars -- a trend that bodes well for Harman. Past product cycles, at least, have played out this way. Electric starters first appeared in the 1911 Cadillac. Chrysler first offered cruise control in 1958.

Navigation systems could be the next wave. Currently they are factory-installed in about 300,000 new cars, less than 1% of annual production in the U.S. Experts predict demand will snowball, however, as more people become familiar with the technology, and prices drop from a current $2,000 per unit to perhaps $500. Frank Forkin, a partner at JD Powers & Associates, says 90% of people who have used a car navigation system would recommend it to someone else. And 60% of users say they would not buy a new car without one.

German automakers are Harman International's biggest customers; DaimlerChrysler accounted for 21% of fiscal '02 sales. But European cars are not the only showcase for the company's inventions. Toyota uses the Mark Levinson brand in its luxury Lexus model. Ford dealers soon will offer Harman's navigation systems as a dealer-installed option. And DaimlerChrysler will use a Harman infotainment system in one of its Dodge truck lines beginning in 2004.

Harman International had expected the hefty capital expenditures of recent years to begin bearing fruit in fiscal 2003. So far, that forecast is right on track. Net sales for the September quarter were $490.8 million, a 23% increase over year-ago results, while net income of $9.8 million was almost double last year's profits. Consumer sales, including home entertainment and automotive sales, were $390 million, up 33%, while sales to automotive customers alone jumped 48% in the quarter.

Despite its recent success, Harman is not alone in promoting telematics. Scores of companies, from cellphone makers to Microsoft, want a slice of this lucrative market. Other big players include Germany's Siemens and Bosch; Johnson Controls, Motorola and Delco, in the U.S., and Japan's Pioneer Electronics, Hitachi, and Denzo.

Sidney Harman believes he has a four-to-five-year lead on the competition, and expresses surprise that none of the industry's bigger players has sought to buy him out. While he is not eager to sell the company, he will do what benefits shareholders, he says.

Thanks to its strong balance sheet, at least, Harman has the wherewithal to keep pace with its peers. Long-term debt, net of cash, stood at $358 million as of Sept. 30, and accounted for 49% of total capital.

BMW's iDrive system incorporates Harman's "telematic" technology. Maggie Blagrove, editor of the London-based Telematics Update, likens the current state of the industry to the cellphone market of five years ago. "We're looking for something major -- a killer application that will create massive demand for the services," she says.

These days most digital technology is sold to commercial fleets, not consumers, she notes, although Siemens will announce some new partnerships with the auto industry in coming weeks. Forkin, of JD Powers, claims the Japanese navigation systems are faster and more user-friendly than offerings by Harman International, Bosch and Siemens.
Still, Harman stands by his product, pointing to the company's biggest coup to date -- a partnership with Mercedes, announced last year. The carmaker had invited Siemens and Bosch to develop a telematics system for its E-Class cars, but Harman International's partnership ultimately got the nod.

The Mercedes pact validated money manager T. Rowe Price's long-time investment in Harman International. As of Sept. 30, the firm owned 2.6 million of the company's 32 million shares, enough to retain its status as Harman's International largest holder, despite the sale of roughly 500,000 shares earlier this year. "The fact that an American company was able to put its product in German cars tells me that Harman's strategy has succeeded and their investment should start to pay off," says T. Rowe Price analyst Curt Organt. "We are in the early stages of that payoff."

Automakers are famous for squeezing their suppliers, however, and that, he adds, is Harman International's "biggest long-term risk." But Harman says the new, high-tech manufacturing plants the company built in the past five years will enable it to lower costs to its customers continuously, while securing Harman International's margins. Thanks to digital manufacturing processes, these plants can produce multiple products simultaneously, and retool at low cost.

T. Rowe Price money manager Joe Milano, who oversaw his company's original investment in Harman International in 1998, notes that manufacturers of high-value-added products are less likely to be squeezed for cost concessions. "The good news for Harman International is that its product is differentiated, even among its competitors," he says.

Sidney Harman is Harman International's second-largest shareholder, with 2.5 million shares. But Milano praises the company's bench strength, including Vice Chairman and CEO Bernard Girod, 60, who runs Harman International's day-to-day affairs. President and COO Gregory Stapleton, 56, is viewed as the brains behind the automobile-equipment initiative. Harman fully expects telematics to "graduate" from class to mass, and not just because of declining costs. "There is a real appetite for these systems," he says.

If Harman International can feed the beast faster and better than its competitors, investors are likely to sustain their hearty appetite for the company's shares.

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To: david james who started this subject12/3/2002 7:39:23 AM
From: Roy F
   of 6936
 
KVH Introduces Newest TracVision Satellite TV Antennas for RVs and Motorcoaches

Tuesday December 3, 7:30 am ET

New Systems Offer Compatibility With DIRECTV, DISH Network, and Expressvu as Well as Enhanced Design for Easier Installation

MIDDLETOWN, R.I., Dec. 3 /PRNewswire-FirstCall/ -- KVH Industries (Nasdaq: KVHI - News) introduced the newest members of its award- winning TracVision product line -- the in-motion TracVision L2 and the stationary automatic TracVision S2 -- today at the Recreational Vehicle Industry Association (RVIA) National RV Trade Show in Louisville, Kentucky. These new systems expand on the capabilities of KVH's popular TracVision LM and SA systems, offering an enhanced design for easy installation as well as access to not only DIRECTV® services but also complete compatibility with DISH Network(TM), ExpressVu, and multi-satellite services like DISH 500.

"Since the introduction of the TracVision LM in 1998, KVH's TracVision systems have become the world's most popular in-motion satellite TV antenna for RVs and motorcoaches as a result of their reliability, versatility, and outstanding value," noted Ian Palmer, KVH's vice president of satellite sales. "The new TracVision L2 and S2 systems continue that tradition, offering affordable in-motion and stationary reception of satellite TV entertainment throughout the continental United States and Canada. This includes access to DISH Network, ExpressVu, and multi-satellite programming that was previously only available to Digital Video Broadcast (DVB)-equipped antennas, such as our premier TracVision L3 and TracVision S3 systems."

TracVision L2 and S2 are vehicle-mounted, low-profile antennas that deliver satellite television and audio from DIRECTV, DISH Network, and ExpressVu. These satellite services provide hundreds of stations of high- quality digital programming, including news, sports, weather, and movies, throughout the continental United States and Canada. In addition, there are dozens of channels of commercial-free, CD-quality music catering to almost every taste. TracVision L2 offers full in-motion satellite tracking while TracVision S2 will automatically find and lock onto the selected satellite when the vehicle is parked.

The most significant enhancements in the TracVision L2 and S2 are the antennas' ability to switch from satellite to satellite as necessary as well as receive signals from both DIRECTV and DVB-compatible satellites. Thanks to their satellite switching ability, the TracVision L2 and S2 are capable of supporting multi-satellite programming, such as the popular DISH 500 service, unlike competing antennas, which can only track a single satellite and require a data connection to the satellite TV receiver. Users simply push a button to shift the antenna among the available satellites, providing a level of control and versatility previously unavailable among baseline satellite TV antennas. In addition to the system capabilities, TracVision L2 and S2 are equipped with new, more convenient rooftop mounting hardware and fully connectorized cables for easier, faster installation.

"The introduction of the TracVision L2 and S2 reaffirm our commitment to offering a complete line of satellite TV systems to meet our customers' wide array of system and budgetary requirements," continued Palmer. "TracVision L2 and S2 offer outstanding value as well as the versatility to receive any satellite TV programming available in the continental United States and Canada. We also offer our premier in-motion TracVision L3 and stationary TracVision S3 for customers who require enhanced capabilities, such as DVB satellite acquisition and compatibility with mobile high-speed Internet access. Every TracVision system is built to the most demanding standards and is covered by KVH's unmatched warranty and North American network of more that 3,500 supporting dealers."

Complete information regarding KVH's TracVision systems can be found on the company's web site, kvh.com.

KVH Industries, Inc., designs and manufactures products that enable mobile communication, 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 headquarters in Middletown, Rhode Island, with a fiber optic manufacturing facility in Tinley Park, Illinois, and a European sales, marketing, and support office in Hoersholm, Denmark.

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

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




--------------------------------------------------------------------------------
Source: KVH Industries

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To: david james who started this subject12/3/2002 7:39:26 AM
From: Sector Investor
   of 6936
 
NEWS!

KVH Introduces Newest TracVision Satellite TV Antennas for RVs and Motorcoaches

New Systems Offer Compatibility With DIRECTV, DISH Network, and Expressvu as

Well as Enhanced Design for Easier Installation

MIDDLETOWN, R.I., Dec. 3 /PRNewswire-FirstCall/ -- KVH Industries (Nasdaq: KVHI) introduced the newest members of its award- winning TracVision product line -- the in-motion TracVision L2 and the stationary automatic TracVision S2 -- today at the Recreational Vehicle Industry Association (RVIA) National RV Trade Show in Louisville, Kentucky. These new systems expand on the capabilities of KVH's popular TracVision LM and SA systems, offering an enhanced design for easy installation as well as access to not only DIRECTV(R) services but also complete compatibility with DISH Network(TM), ExpressVu, and multi-satellite services like DISH 500.

"Since the introduction of the TracVision LM in 1998, KVH's TracVision systems have become the world's most popular in-motion satellite TV antenna for RVs and motorcoaches as a result of their reliability, versatility, and outstanding value," noted Ian Palmer, KVH's vice president of satellite sales. "The new TracVision L2 and S2 systems continue that tradition, offering affordable in-motion and stationary reception of satellite TV entertainment throughout the continental United States and Canada. This includes access to DISH Network, ExpressVu, and multi-satellite programming that was previously only available to Digital Video Broadcast (DVB)-equipped antennas, such as our premier TracVision L3 and TracVision S3 systems."

TracVision L2 and S2 are vehicle-mounted, low-profile antennas that deliver satellite television and audio from DIRECTV, DISH Network, and ExpressVu. These satellite services provide hundreds of stations of high- quality digital programming, including news, sports, weather, and movies, throughout the continental United States and Canada. In addition, there are dozens of channels of commercial-free, CD-quality music catering to almost every taste. TracVision L2 offers full in-motion satellite tracking while TracVision S2 will automatically find and lock onto the selected satellite when the vehicle is parked.

The most significant enhancements in the TracVision L2 and S2 are the antennas' ability to switch from satellite to satellite as necessary as well as receive signals from both DIRECTV and DVB-compatible satellites. Thanks to their satellite switching ability, the TracVision L2 and S2 are capable of supporting multi-satellite programming, such as the popular DISH 500 service, unlike competing antennas, which can only track a single satellite and require a data connection to the satellite TV receiver. Users simply push a button to shift the antenna among the available satellites, providing a level of control and versatility previously unavailable among baseline satellite TV antennas. In addition to the system capabilities, TracVision L2 and S2 are equipped with new, more convenient rooftop mounting hardware and fully connectorized cables for easier, faster installation.

"The introduction of the TracVision L2 and S2 reaffirm our commitment to offering a complete line of satellite TV systems to meet our customers' wide array of system and budgetary requirements," continued Palmer. "TracVision L2 and S2 offer outstanding value as well as the versatility to receive any satellite TV programming available in the continental United States and Canada. We also offer our premier in-motion TracVision L3 and stationary TracVision S3 for customers who require enhanced capabilities, such as DVB satellite acquisition and compatibility with mobile high-speed Internet access. Every TracVision system is built to the most demanding standards and is covered by KVH's unmatched warranty and North American network of more that 3,500 supporting dealers."

Complete information regarding KVH's TracVision systems can be found on the company's web site, kvh.com.

KVH Industries, Inc., designs and manufactures products that enable mobile communication, 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 headquarters in Middletown, Rhode Island, with a fiber optic manufacturing facility in Tinley Park, Illinois, and a European sales, marketing, and support office in Hoersholm, Denmark.
CONTACT:
KVH (N. America) Contact:
Chris Watson,
Communications Coordinator
401-847-3327
cwatson@kvh.com

Investor Relations Contact:

Phil Davidson or

Jolinda Taylor

FD Morgen-Walke

617-747-3600

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To: Roy F who wrote (1579)12/3/2002 7:52:47 AM
From: Sector Investor
   of 6936
 
Roy, we both have the same exact time on our posts. You beat me by just seconds! It must have been the time I took to type the word "NEWS!" at the top! <g>

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