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To: Sector Investor who wrote (394)4/20/2000 7:30:00 PM
From: akmike
   of 6947
 
Good Summary, Sector-This is my first cc with KVHI and I was very impressed with the articulation of the plan and the progress in the execution. I didn't hear anything to subtract from the thesis that we are entering a phase of strong growth and commensurate profitability.
You covered it well, but I would like to re-emphasize that they firmly stated that the communications business alone would sustain profitability company-wide in 2001. (NEXT YEAR)
Military business is beginning to re-ramp and the fiber-optic gyro business is seeing good growth. The electrical current sensor product has some very exciting growth potential.(my seat-of-the-pants target is 100 million annually for KVHI from this alone within 3 years)
In short-What is not to like?

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To: akmike who wrote (395)4/20/2000 7:52:00 PM
From: Sector Investor
   of 6947
 
<<In short-What is not to like?>>

Besides the low price you mean? <g> Still, that makes for further good accumulating.

I forgot two areas mentioned in the Conference Call.

SATELLITE TV AND INTERNET VS TERESTRIAL FIXED WIRELESS

A question was asked to comment on this. They stated that the economics strongly favor satellites, and that it will be the "preferred technology" for the foreseeable future., where one satellite can cover an entire continent, providing 300 or 500 TV channels, without have to build out a terrestrial infrastructure. They said that terrestrial technology to match that is "virtually impossible". They said that satellite technology is just as viable, and is not subject to loss of coverage when you leave cellular zones. The current constraint is the service, not the hardware. KVH is looking to either provide the service themselves or combine with a service provider. They are not ruling out a Joint Venture with a service provider.

POTENTIAL IN THE AUTOMOTIVE MARKET

The question was asked if KVH might possibly be a player in the Onstar system with GM. The response was there is a possibility "not in the near term" but in the long term as part of a package that's available from the factory, like in the RV market. First through back seat video and onboard Internet Since Onstar is cellular based, it is not a fit not, but satellites can provide all the content that cellular based system can.

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To: Sector Investor who wrote (396)4/20/2000 8:21:00 PM
From: akmike
   of 6947
 
It is only you short-term tax-sheltered traders who worry about the current price level. <gg> We long-term investors must be careful to buy stocks which give us some time to accumulate and still realize capital gains. I really like what I see so far. I need to listen to the call again so that I better understand the "2-way high-speed MOBILE internet service" technology delivery. If I heard right there is a spread-sprectrum antenna utilized along with two satellites and a faster spectrum for downloading and a slower one for return. Help me out here oh techno-geek-not only do I need an understanding of the technology, but is it potentially as big as it sounds??

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To: akmike who wrote (397)4/20/2000 8:51:00 PM
From: Sector Investor
   of 6947
 
Mike, many of those details are in this key patent, the subject of the Datron lawsuit.

Here it is. I slugged through it once, but I will do it again to refresh myself.

164.195.100.11

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To: Sector Investor who wrote (398)4/20/2000 8:54:00 PM
From: akmike
   of 6947
 
Thanks,man

I now have my weekend assignment.<G>

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To: Sector Investor who wrote (394)4/20/2000 11:37:00 PM
From: Sector Investor
   of 6947
 
Tractors and combines with TV and Internet access? Why not - they appear to have everything else.

post.messages.yahoo.com

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To: Sector Investor who wrote (400)4/21/2000 12:02:00 AM
From: akmike
   of 6947
 
And you right there in the midwest where they all are! I heard that there were 200,000 monthly subscribers for the agriculture data reports off the satellite. Maybe so, but I believe that the farmers of the sea (fishermen, for you land lubbers) will be an even bigger market, since they can't go home for the evening news or to watch their Seinfeld re-runs. When we add up all the maritime business potential, it should prove a lucrative niche. (and KVH has already got penetration)

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To: Sector Investor who wrote (400)4/21/2000 8:55:00 AM
From: rascalbythesea
   of 6947
 
Hi Sector: If you like KVHI you should check into Globalstar GSTRF. At $10 per share market cap is about 1 Billion (that's after a 5 Billion dollar investment).
Service just getting under way. Has the potential of a major MRVC move. LOR major investor, QCOM and many phone cos. are also investors. Institutions bought 8 million shares at 35 just 2 months ago. Soros 10% holder.

Remember, service just getting underway. Gateways are still opening. Should be an interesting ride. Don't buy because I like it but do your exceptional D.D.

Rascal(I can't seem to get my user name changed from Benny on SI)

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To: david james who wrote ()4/21/2000 9:32:00 AM
From: dvdw©
   of 6947
 
Anyone who bought KVHI looking for earnings this quarter didnt understand the company and it's migration. Now we are poised for a period of accelerating growth, backlog tells that story partially, it's the scaleability of emerging markets that underscores why I am here.

Scale able markets, that is what this is really about. There defense business was not ever scale able, Tracvision is now being offered to consumers, while the actual payoff is a ways off, investors will ride this company through several splits until ultimately the payoff in KVHI becoming a widely recognized name arrives.

All Action happens in the passing of time. Make no mistake we will be whipsawed, disrespected and probably attacked by systematic shorting ( like what is happening at MRVC now) when our price appreciation comes.

KVHI has the stars lined up, defense business coming back to augment earnings while the OEM & Consumer satellite business align themselves for their inevitable push.

New markets galore, all with better than average potential.

Glad to be in, and very pleased with the companies forthright presentation.

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To: dvdw© who wrote (403)4/21/2000 10:55:00 AM
From: Sector Investor
   of 6947
 
Here are the institutions that participated on the last two Conference Calls. There were 6 institutions represented this time versus only 1 in Q4. This shows definite growing interest here, which could lead to possible coverage in the future. I could not find one of the Institutions - Richard Kevet of Imartech Financial Group, or Innertech, or something like that.

Q1 2000

Rallie Adkins - Adkins securities

wallstreetdirectory.com

Tim Quinton - Barrett & Co

wallstreetdirectory.com

Tim Murray - Briar Patch Stock Letter

wallstreetdirectory.com

Steve Kreuger(sp?) - Forsyth securities

wallstreetdirectory.com

James Shea - Salomon Smith Barney

wallstreetdirectory.com


Q4 1999

Umish Gurdayah or Guradiah? - Canton Financial

wallstreetdirectory.com

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