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To: Roy F who wrote (207)7/17/1998 3:21:00 PM
From: Roy F
   of 6935
 
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 6935
 
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 6935
 
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
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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 6935
 
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
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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
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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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To: Roy F who wrote (213)7/28/1998 12:38:00 AM
From: Roadkill
   of 6935
 
Roy, rather than be lazy and just ask for your analysis, I thought I'd give some of my own. Alice Andrews said $1.3 MM of 2Q 97 communications revenue was due to AMSC, leaving $.8 MM for direct sales. Last Q's communications revenue -- $2.2 MM -- was all direct, representing a 175% gain in direct communications sales.

Before I get too excited, I should note that (I imagine) many of these direct sales would have been OEM sales, but that option wasn't available. Still, this represents nice demand, and shows KVH's ability to sell directly to the customer -- which presumably gives the company fatter gross margins -- and demonstrates KVH's strong sales channels.

As the press release states, navigation revenue was up 19% from 2Q 97, a healthy gain.

At this point, I don't really care about EPS. I'm concerned about revenue. If this growth is sustainable, and if the military is serious about FOG technology, we'll end up just fine.

I'll be interested to hear what, if anything, the CC said about recurring air-time revenue for TracPhone. As I recall, in last year's 2d or 3d Q CC (I used to listen to them all, but lately have been too busy), management said that we should start seeing air-usage revenues in 2Q 98. KVH receives a cut of the usage revenues for the phones it sells. Talk about fat margins! Yahoo!

Sorry. Got a little carried away there. I think I'm going schizo. I saw my CHKPF and TDFX blow away earnings, only to see the stock prices fall through the floor. Makes you want to skip all the time analyzing stocks and just buy some overpriced KO, DELL or MSFT.

OK, I'm done whining. Let me know about the CC, including management's tone. Thanks, Roy.

RK

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To: Roadkill who wrote (215)7/30/1998 12:18:00 AM
From: Daniel Johnson
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I didn't hear anything in the conference call about TracPhone air-time revenues. Otherwise the conference call was upbeat. KVH is upbeat about useful integration of FOG technology into navigation products. This will very much widen the range of uses for KVH products. Two applications mentioned were tracking and control of trains, and precision guidance of farm machinery. In the case of trains, occasional interruption of GPS signals by bridges and tunnels is a concern that is easily fixed with the addition of a FOG sensor.

With the hope that the FOG-enhanced TacNav product will sell well, I recently bought some KVHI.

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To: Roadkill who wrote (215)7/30/1998 12:25:00 AM
From: robert b furman
   of 6935
 
Hey roadkill you are picking up a following.Not too many get alice to indirectly post to you.I think this little tech stock is fixin to do it their way.The very stable high margin good for sales kind of hard work hustle.Ithink they are a steal!
I'm glad I've got me a bunch!

Bob

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