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To: Roy F who wrote (204)7/14/1998 8:22:00 PM
From: Roadkill
   of 6947
 
Fascinating e-mail. Notice that IR doesn't say "if" they receive more orders, but "when". Are you loading up or are you going to wait to hear the CC after earnings?

RK

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To: Roadkill who wrote (205)7/15/1998 7:57:00 AM
From: Roy F
   of 6947
 
I started pecking away yesterday... Roy

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To: Roadkill who wrote (205)7/15/1998 10:14:00 AM
From: Roy F
   of 6947
 
KVH Launch of TracVision 45 for EuropeExpands Reach of Mobile TV Product Line
July 15, 1998 10:06 AM


MIDDLETOWN, R.I.--(BUSINESS WIRE)--July 15, 1998--In its latest advance in mobile satellite television systems, KVH Industries, Inc. KVHI has begun shipping TracVision(R) 45 to mariners in European waters to enable broad television reception at sea. KVH developed TracVision 45 in response to demands from its European markets for a system that offers the same television reception capabilities as the company's popular TracVision II for North America.

With TracVision 45, the reception range for broadcasts from the ASTRA and HotBird satellites that service broad areas of Europe is up to 100 miles offshore in most European coastal and inland waterway regions. These areas, particularly Germany, The Netherlands, Belgium and France, are thickly honeycombed with waterways and heavily used by leisure and commercial vessels. The other countries covered by ASTRA and HotBird are the United Kingdom, Denmark, northern Italy, northern Spain, Switzerland and Luxembourg.

"Our growing revenue stream from TracVision II sales clearly indicates that this system is popular with mariners, and we are pleased to be able to meet the demand in Europe for this product," said Martin Kits van Heyningen, president and CEO. "KVH produced more fully stabilized marine antennas in 1997 than any other company in the world, and we anticipate that the broadened TracVision product line will further increase our presence in this growing market."

Like its North American counterpart, TracVision 45 offers consistent satellite tracking in a compact unit that is suitable for boats as small as 35 feet (10 meters). Measuring about 19 inches (49 cm) in diameter, TracVision 45 and TracVision II are the smallest fully stabilized marine television antennas available. Stabilization is critical to maintaining satellite contact in marine applications where the platform often is subjected to continual pitch, roll and yaw. KVH's TracVision products have demonstrated the ability to provide continual reception even in the roughest of seas.

In Europe as elsewhere, television has evolved as a primary and preferred source for news and entertainment. Consequently there is an increasing demand from both leisure and commercial mariners for access to programming while they are offshore. TracVision 45 delivers the range of news, sports, movies and music programming offered through ASTRA and HotBird channels to vessels at anchor or underway with near laser disc-quality video and CD-quality sound. In North America, where KVH's stabilized antennas deliver DIRECTV(R) programming, recent sales of TracVision II have exceeded company expectations. KVH's Tracphone(R) products also provide mariners with voice, fax and data transmission via the Inmarsat satellite network for worldwide use and via the American Mobile Satellite Corporation system for low-cost communications in North America.

"As part of an ongoing commitment to keep our communications products technologically current and competitive, KVH is integrating its fiber optic gyroscopes with TracVision II to exponentially improve stabilizing and pointing capabilities," said Kits van Heyningen. "This research is being supported by a Small Business Innovation Research Phase I grant of nearly $100,000 from the Army to develop antennas for high-bandwidth communications on the move. We believe the resulting antenna system will meet the needs of military and commercial sectors for the precision and minimal drift in satellite contact that is critical for successful high data rate digital communications."

TracVision 45 features a 3-axis digital gyro sensor that accurately measures vessel motion. The proprietary KVH software interfaces with a new pedestal design, moving the antenna to counteract roll, pitch and yaw and maintain satellite contact. A comprehensive network of more than 50 international distributors supports TracVision 45 and other KVH communications products.

KVH Industries utilizes its proprietary fiber optic, autocalibration and sensor technologies to produce navigation and mobile satellite communications systems for commercial, military and marine applications. The company has headquarters in Middletown, RI, (USA) with offices in Illinois, Florida and Denmark.

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To: Roy F who wrote (207)7/17/1998 3:21:00 PM
From: Roy F
   of 6947
 
10K buy at 14:59

quote.com

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To: Roy F who wrote (208)7/17/1998 8:10:00 PM
From: robert b furman
   of 6947
 
Roy is that you snagging this little jewel at 2 3/4.Kudos if it is


Bob

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To: robert b furman who wrote (209)7/18/1998 7:46:00 AM
From: Roy F
   of 6947
 
Bob, no it wasn't me. I was just commenting on the size of the trade, considering the average volume is only 18K/day. Unfortunately it appears there was another 10K on the sell side a little later.

Roy

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To: Roy F who wrote (210)7/25/1998 10:28:00 AM
From: Roy F
   of 6947
 
Earnings PR:

investor.msn.com

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To: Roy F who wrote (211)7/25/1998 7:35:00 PM
From: Roadkill
   of 6947
 
Thanks for the link, Roy. I've been digesting the report for a few days. At first glance, I thought the 12% revenue gain was impressive, considering that the latest Q contained no OEM revenues. After reflection, however, I'm not sure if the 2Q last year had a whole lot of AMSC OEM revenues, either. If 2Q 97 had no AMSC revenues, then 2Q 98 was no big deal, although it does indicate progress. If 2Q 97 did include OEM revenues, then I think 2Q 98 was impressive, particularly in light of the efforts being made to improve margins by slicing the SG&A fat. I don't mind the extra R&D expenses, but I do mind all the administrative people just hanging out. Finally, I'm happy with the improvement in gross margins. I'm hoping for a break-even 3Q, with sequential revenue growth. That'll make me buy more. Until then, I remain a little leery, but am not selling.

Did anyone hear the CC? Any interesting words from management?

RK

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To: Roadkill who wrote (212)7/27/1998 4:19:00 PM
From: Roy F
   of 6947
 
RK: Have requested a copy of the conference call from KVH. Response from KVH corporate communications, from Alice Andrews, included this for you:

Also, you may want to advise "Roadkill" that the 2Q97 included $1.3
million in AMSC sales, so 2Q98 communications revenues represent a
substantial gain in direct sales. The tape includes some discussion
of the OEM vs. direct sales progress.


I'll post the synopsis of the CC after review.

Regards,

Roy

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To: Roy F who wrote (213)7/27/1998 4:59:00 PM
From: Roadkill
   of 6947
 
Thanks for the update, Roy. I look forward to reading your synopsis and getting your opinions regarding the conference call.

It looks like Ms. Andrews wasn't sure what to make of my screen name. Perhaps she thought it referred to KVH's stock price over the last six months. :o)

RK

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