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To: Gary who wrote (240)1/7/1999 5:35:00 PM
From: robert b furman
   of 6936
 
Would you like to watch real time stock quotes as you drive down the road,or sail across the lake.for $5995.00 you can own trac-vision.

Computers,servers, routers,digital cameras,dvd,hd tv, They all started out expensive and as demand was created they became more affordable.

KVHI is the world's largest producer of the least expensive fully stabilized antennae.this allows for MOBILE access to direct broadcast television and ( I can't believe this hasn't been touted more but ACCESS to the INTERNET).

If this stock changed its name to mobilenet.com it would be in the 1000's by now.

Main point is, telecommunication will be wireless in not too distant future and kvhi will prosper when people "must have info as they are mobile " The very worst that could happen is gm would buy this great little company.
JMHO

Bob

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To: robert b furman who wrote (241)1/8/1999 4:11:00 PM
From: Roy F
   of 6936
 
Bob, well stated. In fact, I forwarded a copy of your post to Alice Andrews at KVH IR and received this response (edited of personal greetings):

I saw the SI message from Bob Furman, and am glad you inquired about his
comments. The company is aware of the opportunities for providing mobile
access to the Internet and broadcasting services and is focusing on those areas
through several development efforts.

In fact, we recently added EchoStar as a DBS provider in addition to
DIRECTV and USSB and introduced optional services for TracVision II
owners that allows them to subscribe to real-time market data and
marine weather information. KVH also has developed a system for
mobile DBS reception in land vehicles (TracVision LM) that the company
expects to start shipping in the first quarter of this year (1999).
TracVision LM is designed to provide stable satellite reception while
a vehicle is at rest or in motion, supplanting the self-acquiring and
crank-up units that are capable of at-rest reception only. The market
for TracVision LM includes RVs, motor coaches, buses, trains and
long-haul trucks and the system price is expected to be highly
competitive.

Meanwhile, the company is pursuing other opportunities, including those
related to the Internet, in the broadband satellite market. As Bob noted,
our increasingly mobile world still insists on the telecommunications
access that only satellites can deliver and broadband systems on mobile
platforms require precision tracking antennas like KVH's to maintain
satellite contact.

Let me know if you have any additional questions.

Alice Andrews




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To: Roy F who wrote (242)1/8/1999 4:46:00 PM
From: david james
   of 6936
 
Well, I can't say that I've looked at KVHI in quite a while, but if they released a few press releases positioning themselves as a broadband service provider (which they are), and get themselves into the internet news stream, the stock will fly, independent of whether they are making a big profit or not

David

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To: Roy F who wrote (242)1/8/1999 5:25:00 PM
From: robert b furman
   of 6936
 
Well Roy look what we've stumbled onto . A high flying internet player at 1 1/4.Holy cow I need to buy 100,000 shares. Just think, was there this kind of embryonic conversation on the ubid thread hehehe

Bob

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To: robert b furman who wrote (244)1/8/1999 5:54:00 PM
From: Roy F
   of 6936
 
Stranger things have happened (are happening), as you're well aware, but no take-off for KVH, yet. And, while my expectations maybe somewhat less spectacular, who knows in this market... <G>

Regards,

Roy

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To: Roy F who wrote (245)1/17/1999 6:28:00 PM
From: david james
   of 6936
 
Seems KVH could play a role here for the mobile crowd


Firm Wants Global Satellite System

Friday, January 15, 1999; 3:54 p.m. EST

WASHINGTON (AP) -- Virtual Geosatellite LLC is seeking a license from the Federal Communications
Commission to build a global satellite system to offer high-speed Internet access and other data services, the
company said Friday.

Assuming it wins FCC approval, the Washington-based company wouldn't offer services directly to the public
but would lease its facilities to companies that would, Virtual Geosatellite spokesman Brian Willard said.

The company plans to begin providing services five years after FCC approval. It believes the system would be
attractive to people living in sparsely populated areas or places with mountainous terrain who don't have access
to high-speed services from conventional networks on the ground.

The $2.6 billion system would consist of 15 satellites in orbit closer to the earth than traditional satellites. As a
result, the system would permit people to receive high-speed data using small, 18-inch antennas mounted on
rooftops.

The FCC recently cleared a portion of the public airwaves for this type of satellite system.

The venture is being financed by private investors and venture capitalists, Willard said, declining to identify
them.

The company is owned by Virtual Geosatellite Holdings Inc. and Ellipso Inc

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To: david james who wrote (246)1/18/1999 9:12:00 AM
From: robert b furman
   of 6936
 
I Like it real-time quotes as I cruise in my 54 corvette.Call your broker on the cell phone as you cruise the drive -in.Too bad we didn't have that when we were kids ! hehehe

Bob

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To: david james who wrote (246)1/18/1999 9:24:00 AM
From: Roy F
   of 6936
 
david:

The possibilities are certainly there for KVHI, however, the company remains silent... no press releases regarding developments, intentions, et al. It would seem the opportunity to alert the investment community about the prospects for KVHI is available and the new year is usually a good time for the stocks of small companies, but without press we continue to sit at ~$1.

My recollection is the company thought it may take a couple of quarters to get things turned around... perhaps the wait will be till 2Q 99.

Regards,
Roy

ps: Alice: Any comments?

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To: Roy F who wrote (248)1/18/1999 9:40:00 PM
From: robert b furman
   of 6936
 
Accumulate! Accumulate! The return on investment could be great. Not to be too light hearted but:

Neat Niche.


Their customers vote the product best in category.


They are endeavoring to create a field force of sales reps. - I have done this in a commercial environment and to become effective in several quarters is most impressive.It took me 18 months for breakeven and I had experienced workaholics.

These people appear to me to be making all the right moves.

It looks like it WILL take time and great tenacity.

Let us hope for their knowledge of proprietary info only to be exceeded by their execution of creating a customer base.


If all of the above remain to be true, we all will kick our selves for not loading the dump truck with KVHI at 1 to 1 1/8


Bob

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To: robert b furman who wrote (249)1/19/1999 7:45:00 AM
From: Roy F
   of 6936
 
Accumulate! Accumulate! The return on investment could be great.

I agree. I've already increased my position by 3x. It won't stay at a dollar for long.

Roy

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