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To: david james who wrote ()11/1/1997 6:11:00 PM
From: Roadkill
   of 6292
 
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 6292
 
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 6292
 
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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To: Mickey Szilagyi who wrote (181)12/10/1997 8:00:00 PM
From: david james
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I must admit that I gave up on them at 7. They released shares at almost the same rate they grew their earnings, providing no added value to shareholders. So they've now lost a lot of us that were loyal. They now have some work ahead of them to show that the share price makes any difference to them and bring us back, or bring new shareholders in.
The company is healthy and growing. They are just turning their profits back into the company and not letting shareholders participate. Just my opinion.
David

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To: david james who wrote (182)12/10/1997 9:53:00 PM
From: Bill Doolittle
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David, I don't understand your comment about releasing shares. Has there been any major dilution since the secondary offering in '96? I don't think that it's in management's interest to keep share value down, the van Hegininghen brothers are holding lots of options that arn't worth a damn at $4.75.

In my opinion the problem is that revinue growth slowed & no one expects much improvement in '98.

Bill

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To: Bill Doolittle who wrote (183)12/10/1997 10:08:00 PM
From: david james
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Yes, maybe most of it is do the flat growth expected next year.

dailystocks.net

Maybe we can expect a stock buy back with all the cash they have on hand. ;-)

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To: david james who wrote (184)12/22/1997 1:49:00 AM
From: Step1
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Thought this might be of interest...

I have been a lurker for a while and have also followed the stocks for about 6 months now. I thought there was an announcement about an acquisition a while back, something about fiber optic gyroscope wasnt it?
Anyway i found this in Flight International (17-23 Dec 1997)
>>>
Rockwell Steady

Rockwell Collins claims that its new AHS-3000 attitude-heading reference system is the first application of digital quartz gyro technology developed by Dystron Donner, which promises ten times the life of fibre-optic gyroscopes.
<<<

I was wondering whether it might have any negative effect with the technology they have acquired previously.

Comments?
sg

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