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To: Roy F who wrote (438)5/4/2000 8:39:00 PM
From: Sector Investor
   of 6936
 
Roy, see my post on Yahoo! <g>

post.messages.yahoo.com

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To: Sector Investor who wrote (439)5/5/2000 7:43:00 AM
From: Roy F
   of 6936
 
...and my response:

post.messages.yahoo.com

FWIW, I posted the PR as soon as it showed up on MSInvestor(usually the fastest). I didn't get the e-mail from Alice till later in the day.

Regards,

Roy

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To: Roy F who wrote (440)5/5/2000 8:13:00 AM
From: robert b furman
   of 6936
 
It wasn't me either.But I sure do like their work!!! HEHEHE


Bob

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To: robert b furman who wrote (441)5/5/2000 8:18:00 AM
From: Roy F
   of 6936
 
Mornin', Bob.

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To: Roy F who wrote (442)5/6/2000 4:19:00 PM
From: Sector Investor
   of 6936
 
This is from the TMF KVHI thread. I'll repost it here and on Yahoo!, and, since links expire, I will also post the text.

cbs.marketwatch.com



The sky's the limit
Global positioning satellite use expected to take off

By Kristen Gerencher, CBS MarketWatch
Last Update: 7:40 PM ET May 2, 2000

WASHINGTON (CBS.MW) -- When President Clinton descrambled a satellite signal for civilian use Monday night, the accuracy range for pinpointing a location on Earth shrank from a football field to a tennis court.

It may sound like splitting hairs, but the difference is likely to bring billions of dollars in productivity gains, location-based e-commerce, and savings from better management of mobile assets, experts say.

Taxpayers and businesses who rely on the U.S. government-owned constellation of 28 global positioning satellites (GPS) for activities ranging from hiking to fleet management can now receive satellite-based navigation, positioning and timing that's 10 times more accurate than before.

For years, the U.S government degraded the signal, keeping readings to within 100 meters of a location. That wide range has caused problems navigating where multiple highways run parallel and identifying accident scenes in time to save victims.

Why now

Under a protocol known as selective availability, the military aimed to keep the equipment from being used by terrorists. By moving to a localized control system where the military can instead selectively deny service, worldwide GPS users will be able to obtain refined readings without threatening security, said Jason Kim, spokesperson for the InterAgency GPS Executive Board.

"You're going to get 10 to 20 meter accuracy with your basic off-the-shelf Wal-Mart receiver for like $100," Kim said. "That lowered cost barrier will allow GPS to be used in many applications where it's not right now."

The government likely was motivated by competing commercial applications being developed in other countries and a Federal Communications Commission mandate known as E-911 that calls for cell phone makers to provide location information for use in emergencies, said Tim O'Neil, an industry analyst at Wit Soundview in New York.

To be sure, GPS is one of a handful of technologies jockeying for dominance in the positioning business. Companies also are testing terrestrial-based systems such as radio-frequency fingerprinting, angle-of-arrival and time-of-arrival, O'Neil said.

"What's been missing in artificial intelligence is location," he said, noting the growth potential for personalized advertising. "The technology is available, and giving a better degree of specificity is only going to enhance the ability to get the right content to the right person in the right place."

Boon for business

Secretary of Commerce William Daley compared the new capabilities to the seeds of Silicon Valley.

"This move has the potential to do for GPS what the PC has done for computing, making this powerful information technology far more accessible and affordable to the broad public," Daley said in a statement.

The GPS industry's sales this year are projected to double to $16 billion by 2003, according to the U.S. Department of Commerce. Jonathan Lawrence, an automotive-technology analyst at Dain Rauscher Wessels in New York, puts the figure at $13 billion by 2005.

"I think it benefits everybody, especially in the safety and security field, because it will allow more accurate location to be delivered to emergency services if there is an accident," he said. "Drivers say that safety and security is the most important feature to them."

Even so, Lawrence said he doesn't expect a better navigation tool to set off an onslaught of purchasing. "I don't think it's going to be that big of an impact on the consumer side because I think most people's perception is that GPS is fairly accurate now," he said. "Even 100 yards is pretty good."

Another big brother?

At first glance, technology that conveys location information may rattle consumers worried about the potential for inappropriate surveillance, but GPS is a one-way broadcast, Kim said. There's no transmission of a person's location unless it's used in combination with a transmitter, he said.

While privacy is a legitimate concern, upgraded positioning accuracy shouldn't sound an alarm, said Charlie Trimble, chairman of Washington-based U.S. GPS Industry Council, a trade group comprised of manufacturers Rockwell (ROK: news, msgs), Honeywell (HON: news, msgs), Magellan/Orbital Sciences (ORB: news, msgs), Boeing (BA: news, msgs), and Trimble (TRMB: news, msgs), whose shares rose 4.9 percent Tuesday, closing at 32 1/4.

Trimble said consumers can control knowledge of their personal whereabouts by choosing to turn off their wireless devices. He said most GPS units don't have integrated two-way communications functionality yet, but those that do pose a familiar risk.

"It's certainly a concern with regards to who gets to look at the data which is coupled between a cellular telephone and a GPS receiver," Trimble said, noting it's a particular issue for mobile Internet use.

"I think the service providers are going to have to ensure their customer base some level of anonymity in much the same way that you're assured some level of protection when you use your credit card over the Internet."

O'Neil said the benefits of having GPS technology embedded in devices outweigh the risks. He projects that in five to eight years, 70 percent of Americans will have a cell phone, many of which will be "always-on."

"We will then know where every single human asset is as long as that human asset has the wireless device turned on," O'Neil said. "You'd have to be more proactive to protect your privacy in this instance."

Next step

Robert Peck, satellite communications analyst at Lehman Brothers in New York, said the enhancement will bring attention to two-way communication products coming to market with combined GPS and messaging, such as ORBCOMM, Leo-One and Final Analysis.

Those systems will advance GPS technology and allow for remote asset monitoring across the globe, he said, pointing to the ability to adjust the temperature of a refrigerated railroad car, for example.

Peck said he expects equipment producers like Trimble, Lowrance (LEIX: news, msgs), and Garmin to be direct beneficiaries.

"Having the equipment makers be able to add this extra functionality and having these systems coming out down the road doing this two-way stuff is the big win for consumers."

Kristen Gerencher is a personal finance reporter for CBS MarketWatch.

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To: Sector Investor who wrote (443)5/9/2000 3:21:00 PM
From: Sector Investor
   of 6936
 
Superb 15 minute interview with CEO Martin Kits van Heyningen that was at 1:00 EDT today at the AEA Micro Cap Financial Conference in Monterey, CA.

At the 12+ minute mark he talks about the Fiber Optic group of KVH which "right now is the smallest part of our company today, but we think that eventually this will be the largest of the three segments".

The 14-15 minute mark is highly interesting too.

radiowallstreet.com

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To: Sector Investor who wrote (444)5/9/2000 6:01:00 PM
From: robert b furman
   of 6936
 
Hi Secvtor,

FOG BABY FOG !!!!! That is the STORY of the future!!!!

Bob

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To: robert b furman who wrote (445)5/9/2000 6:15:00 PM
From: akmike
   of 6936
 
Maybe so but I wouldn't discount entirely the growth potential of 2-way broadband. Did I really hear him say that this is in production in Q4?

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To: akmike who wrote (446)5/9/2000 6:38:00 PM
From: robert b furman
   of 6936
 
I'm not discounting it but when I visited them I was really excited about this aspect as well.They are excited about the internet concept it's just that the infrastructure(in this case the satellites aren't there yet for two way fast dialogue)

Yes Martin said"probably towards the end of the year" I like the p[roposed name "Trac Net" better than the other "I-Net".

I really think that no one really knows how huge the Fiber Optic Gyro Businaess will be. Once you see how fast it tracks motion - it really is awesome. Almost unlimited applications - automatic cars in assembly lines that are reprogramable - GM buries cables in the floor!!!Foooey - old technology!!!! Fog is flexible with new line configurations and at a smaller price, Robots, Utilities Any where motione must be sensed and with no moving parts!!! It's just unbelievable and AWESOME.

In a very small way did michael dell ever envision over 10 PC's one server and two satellite dishes with a fiber optic cable buried in the ground in my dealership alone?????

The true potential must evolve and it will be exciting!

"Fog will be the largest division " as it is already integrated in all of KVHI's existing products and patented for all the rest of the world's applications.

I'm telling you it's exciting - FOG IS THE STORY!!!!!


I'm just really coming to grips with that. JMHO

Bob

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To: robert b furman who wrote (447)5/9/2000 7:13:00 PM
From: akmike
   of 6936
 
Ssshh! We don't want everyone buying until we have our full position accumulated. Seriously, not having visited the place and being technically challenged (ask Sector) I already believe in the existing products to produce a nice return and I will accept that either 2-way interactive broadband or more gyroscope business can jack up the returns to where I would like to be accustomed.

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