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To: Sector Investor who wrote (1775)1/15/2003 4:12:08 PM
From: Bridge Player
   of 6936
 
<<Nothing confirms shipments or availability - yet.>>

Agreed. I see nothing that would confirm that the product is actively being sold or shipped, or even orders being taken, or anything that indicates a specific availability date or a date when shipments would begin and thus revenues occurring to KVHI.

An earlier spec sheet for the product carried a date of 2000.

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To: Bridge Player who wrote (1778)1/15/2003 7:45:39 PM
From: cmg
   of 6936
 
The International Auto Show is taking place in Michigan now.....Investors should go and ask everyone about getting Satellite TV for the SUV or VAN........PR would help

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To: Sector Investor who wrote (1777)1/15/2003 9:55:08 PM
From: robert b furman
   of 6936
 
Hi Sector,

I really don't have a clue and hope some one can offer real world input here.

When Optic current sensors are available for implementation on a global basis is there a need for order inventory or are they similar products made only one way or is it a custom application?

When a new product is offered and it offers alternative savings - do builders say order a 30 day supply for stock?

If so, this should be a good wave of initial inventory.Then we watch for the rate of the replacement cycle.

No clue - I'm asking??

Bob

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To: robert b furman who wrote (1780)1/15/2003 11:13:07 PM
From: Sector Investor
   of 6936
 
I don't know either. Sorry.

Not only is this a completely different market with it's own dynamics, ABB is so very big and different, I can't find a way to estimate that. I imagine that once they are ready to start shipping product, they will give KVH some lead time notice, and an initial order of some size.

Assuming they have built manufacturing facilities for this product, they should have some regular level of production each month. We just don't know what that is. I have a feeling it might be fairly consistent month to month, but that's about all.

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To: Sector Investor who wrote (1781)1/16/2003 10:41:28 AM
From: robert b furman
   of 6936
 
Announced insider selling providing supply on second thinly traded day??

Bob

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To: Proud_Infidel who wrote (1776)1/16/2003 12:50:10 PM
From: robert b furman
   of 6936
 
Hi Brian,

You are certainly a welcome addition.

This little thread used to be a very lonely place.

Then Sector came and applied his focus to this thread.It now is one of the best organized I have ever noticed.

Dvdw adds his float analysis and Sector and Roy all but fight over the first post on Press Releases.

It is fun and KVHI has emerged as a truly exciting tech growth story.

On top of that they are now profitable.

I liked the trading today.

NO SELLERS and great support at 12.00 ish.

Brian ,I hope as you join our thread that you are able to make a good entry.I'm very confident that as a long term investment it will GREATLY reward all of its initial investors.

I believe that we are all still in the intiial stages of this company's great wave of growth and profitability.

In just this year, we have introduced the A5 (auto) Trac Vision and the ABB current sensor.Both of these entries are KVHI's entry into what can be considered Big ( hundreds of millions of ANNUAL revenue dollars).Additionally the Needham conference tipped a little secret that KVHI's active fiber modulator has been sold to the military.It modulates so fast it probably is very secure in that it takes

As their market share makes inroads into conquest sales this little company will tip the scales at 200 million in annual revenue in a very short time -04 in my thinking.

If that is correct we'll enjoy a 2 for 1 split within 12-18 months.

That will be great fun - no doubt.

Great to see you here.

Bob

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To: robert b furman who wrote (1783)1/16/2003 1:03:10 PM
From: Sector Investor
   of 6936
 
Oops. It turns out I was wrong about the Current Sensor in that particular ABB product. We are back to square one, after the company said this was not their product. They gave no additional information, just that I'm wrong. It's good to verify things whenever possible. I try to keep my posting accurate. Gee, I was so sure this was a scoop.

Sigh, I had to post a retraction over on Yahoo! I'm very sorry I was wrong and caused people to be misled. Auugghhh!

post.messages.yahoo.com

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To: Sector Investor who wrote (1784)1/16/2003 1:22:33 PM
From: Dee Jay
   of 6936
 
your record of correct assessments vs miscues is one I'd like to have myself. No more self-flagellation needed, Sector.

Dee Jay

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To: Sector Investor who wrote (1784)1/16/2003 5:21:14 PM
From: robert b furman
   of 6936
 
Hi Sector,

This thread greatly values your hard work.

Thanks for your excellence

Bob

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To: robert b furman who wrote (1786)1/16/2003 9:37:47 PM
From: Lonnie
   of 6936
 
OT - check your PM. L.

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