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To: Brian W. Nash who wrote (169)10/23/1997 10:53:00 PM
From: david james
   of 6947
 
KVH makes the Forbes best 200 companies list

forbes.com

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To: david james who wrote (172)10/24/1997 3:02:00 AM
From: Roadkill
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Interesting conference call. I only heard portions because I had to field a number of work-related calls, but the tone of management was unmistakeable. IMHO, management did a great job of simultaneously touting the products in their pipeline and their recently-released TracPhone II and TracVision 50, while subtly hinting that the next few quarters may be a little rockier than we're all hoping for. I'm not sure if I heard all this correctly, but I glean that R&D and SG&A may rise, while revenues may remain stagnant versus last year's AMSC-fueled growth. In essence, this is a small company going through product transitions after the AMSC bust. Management was very enthusiastic about the TracVision II, but seemed to talk more about the upcoming TracPhone 25 (due in mid-'98) than the recently-released TracPhone 50.

Despite the potential near-term volatility, I'm as interested as ever in KVHI. I like the idea of the recurring user revenues from the TracPhone (talk about margin builders) and management's effusive comments about their products. I've heard several KVHI conference calls, and management used glowing phrases I haven't heard before to describe the acceptance of their new products in the marketplace. I'll be looking to load up over the next several months.

Anyone else have any comments on the call?

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To: david james who wrote (171)10/24/1997 10:14:00 AM
From: Gary
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Thank you David. I had seen this on Yahoo this AM. KVHI is having tours of its new facility on 11/13 at 7PM. The balance sheet looks real good, but the comments from Kits underscore what I have felt all along-- that this is a real long-term investment, and it could be another year of decent earnings growth, a few more intriguing contracts, and some fresh analyst coverage, before we get any significant moves to the upside. Overall I would increase my position if the stock falls to below 7. Thanks again. Gary

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To: Gary who wrote (174)10/28/1997 5:16:00 PM
From: Gary
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Just a note to the few on this thread. You followers of lackluster KVHI probably know this, or have seen this already. A friend of mine, who is a tenured university professor in Business, and a CPA, as well as an attorney, saw the annual report and thought that the financial strength of the company was especially impressive, for a small company. Specifically, its current ratio, which is a very healthy 7:1 (approx.), and its minimal amount of long term debt. (Often, a 2:1 current ratio is considered adequately strong in larger companies.) FWIW, Gary C

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To: david james who wrote ()11/1/1997 6:11:00 PM
From: Roadkill
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Major spanking by the analysts (from First Call):

Period -- Estimate Before Last Week -- Current Estimate

4Q '97 -- .17 -- .12

FY '98 -- .55 -- .26 (!!)

This '98 number represents a 33% drop from the estimated FY '97 numbers, after the downward adjustment for 4Q '97. I guess the analysts didn't like what they were hearing on the conference call. I heard the CC and didn't think it was that bad. What I heard (between the lines) was that things are OK and new products doing fine, but the big cash won't start to flow until mid-98, when recurring usage revenues, etc. become material. Any comments out there?

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To: Roadkill who wrote (176)11/4/1997 8:09:00 AM
From: david james
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- Yes. I saw that dropin estimates, but it doesn't look like this encouraged any funds to dump their stock. One of the analysts still has a strong buy and the other has a buy. I must admit that I'm think of selling my few remaining shares and buying yet more of my 'favorite stock'.

- I've ended up with a profit overall, but I certainly had higher expectations. They've unfortunately diluted the shares faster than their growth which has destroyed the potential gain for shareholders. The company is very healthy, and their technology has great potential over the next few years, but so far, it doesn't appear as though they've made much effort to increase the value of the stock.

David

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To: david james who wrote (177)11/4/1997 2:59:00 PM
From: Gary
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David, given the conservative way KVH is managed, it won't go to great lengths to make decisions for the sole reason of increasing shareholder value. I always got the impresssion that the "mission" here was to build a company which in the long term would have a strong presence in the marine telecommunications and Tacnav areas and would be around and profitable for a long time. The recent acquisition yesterday shows me that the view is very much long term. Personally, I do not expect much in the way of appreciation perhaps for another year, and I believe the acquisition is at least part of the reason for the decrease in estimates. The last Q report sort of suggested that there were a few boring quarters ahead, but that the emphasis was on building a good,strong company with desirable products. I am glad we discovered this diamond in the rough a while back, even though we have experienced "dead money" for a couple of years. And I am pleased with the comnmpany's overall balance sheet and its conservative management. Just my opinion. If you can hold on for 1-3 years (I intend to buy more when I can at 7 or below) this will be a rewarding investment, I believe. Hang in. Good luck. Gary C

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To: Gary who wrote (178)11/4/1997 6:37:00 PM
From: SirAlexx
   of 6947
 
Off Topic: FTRK exchange2000.com

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To: Marc Gilbert who wrote (165)12/10/1997 7:26:00 PM
From: Marc Gilbert
   of 6947
 
Is there anybody out there who still cares where the price of this
stock is going? I bought in at 8 earlier this year and I am wondering
if I should average down or just get rid of this dog.

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To: Marc Gilbert who wrote (180)12/10/1997 7:43:00 PM
From: Mickey Szilagyi
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I wish I knew the answer to your question as I am in a similar position. However, I don't see why KVHI has dropped so far. I figured a few months ago that it would take a breather or retreat a bit but not this far. IMO I don't think it can go a lot lower (famous last words) as I am not aware of any bad news. There just isn't any news. If I were to bail out now where would I put the cash in an attempt to recover? I'm going to stay put now that we are where we are and hope (not a word I like to use when talking stocks) KVHI will recover next year. I don't feel comfortable adding to my position at this time. Misery enjoys company. Mickey S.

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