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To: Roy F who wrote (329)2/18/2000 11:05:00 AM
From: dvdw©
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Thanks Ray,

Correct me if I am wrong but GMH satellite is only a one way ticket isnt it?

Gilat is said to have the power of two way, but it makes further sense that MS will follow or lead AOL, as they are across the board competitors for future revenue streams.

Looking forward to a great future for KVHI!

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To: Bosco who wrote (328)2/18/2000 8:39:00 PM
From: Sector Investor
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Hi Bosco, we haven't crossed paths for over two years, when I was in MADGF as were you.

I too have taken an initial position here. I like the patents and the R&D about to pay off. The potential for substantial military contracts isn't bad either.

I went to the Chicago auto show a couple days ago and not one conversion van had mobile Internet, although all had TVs in them, but not satellite links. I think this company is right in the path of the future.

I may buy more but I'm still getting up to speed here right now.

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To: Sector Investor who wrote (331)2/19/2000 8:17:00 AM
From: cmg
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I know I'm in good company when Dave and Sector take positions.......good luck to all.....cmg

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To: Sector Investor who wrote (331)2/19/2000 8:45:00 AM
From: Bosco
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Hi SI - good to hear from you. I agree with you. Judging from the company bio and history, it should at least have enough contracts from the old lines to keep it going. So everything else is extra. Of course, I reckon some of its potentials are now being price into the stock, but I think it is in the 2nd inning at most :).

I actually see beyond conversion van. Considering now parents are outfitting mini vans - and who knows, maybe SUVs soon - with VCRs as hi tech child pacifiers :), I see a good chance of scaling up. Another angle is that of the navigational system. Before I took the position - albeit a bit too early - I also noticed that Mr Trimble has also taken a board seat. I don't have TRMB, but I think the synergy of these companies can be quite a potent brew!

The only unknown is that I see KVH is the initial of the founder, who is 83 [?] The 2nd in command seems to be a relative. So, this can be a good thing as much as it can be an obstacle for us investors.

best, Bosco

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To: Bosco who wrote (333)2/19/2000 9:23:00 AM
From: dvdw©
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Thanks for the post Bosco, the Trimble Navigation appointment to the board is important, thanks for mentioning this.

Heres another article on the MS Gilat deal:
multichannel.com

Article mentions another 2 way vendor, we need to monitor these for certain.

Another area is RF semiconductor Power amplifiers for the eq. this could be huge, we need to find the RF power amplifier suppliers specializing in this segment.RFMD is one but there are many new guys with specialty tech to fit the bill.

The entry or targeting of 10 million base by MS is not to be believed IMO. There is something else going on, and perhaps we have the answer.MS likes scale, they don't mess with small markets this trial is but the first volley in a snipers paradise. Keep your eyes open.

I agree with Bosco that we are in early, the transition will take time to play out we need to monitor 13G filings on EDGAR. Every day though we are closer to LT capital gain status.

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To: dvdw© who wrote (334)2/19/2000 9:59:00 PM
From: Sector Investor
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Interesting statistical post I found while browsing other threads.

Trends are important for all tech investors to be aware of.

While Mobile Internet is not even mentioned, anyone should be able to see that a world getting increasingly hooked on Internet access at home and work is going to want it while on the move or while camping too.

Message 12867073

Also this post, which I have not thoroughly reviewed yet. Anyone here care to comment on this?

siliconinvestor.com

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To: Sector Investor who wrote (335)2/19/2000 10:47:00 PM
From: Sector Investor
   of 6947
 
I also found this post, which mentions Wi-Lan and CSCO wireless in the middle of the post. Is this Wi-Lan technology competition here just in urban areas or what?

Message 12889274

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To: Sector Investor who wrote (336)2/21/2000 11:46:00 PM
From: Sector Investor
   of 6947
 
Whats up with the KVH website? It's been down for over 1 day.

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To: Sector Investor who wrote (337)2/22/2000 1:58:00 PM
From: Roy F
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SI,

The site seems to be functional now.

Roy

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To: Roy F who wrote (338)2/22/2000 2:04:00 PM
From: Bosco
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My guess is that the sysop shut down the site over the long weekend as a precaution [of getting hacked!]

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