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To: Sector Investor who wrote (443)5/9/2000 3:21:00 PM
From: Sector Investor
   of 6947
 
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 6947
 
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 6947
 
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 6947
 
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 6947
 
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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To: akmike who wrote (448)5/9/2000 7:19:00 PM
From: akmike
   of 6947
 
I was impressed with the job that the CEO did on the interview. He was confident without sounding hypeful. I especially enjoyed the part about barrier-to-entry. Rather than hang out the patent protection angle, the discussion about the assimilation of so many varied technologies to get to their product provided me with additional comfort.

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To: akmike who wrote (449)5/9/2000 11:20:00 PM
From: Sector Investor
   of 6947
 
Pertinent article.

Make Way for In-Vehicle Systems

Viewpoint Wireless

Larry Swasey



The Internet and wireless networks are finally showing real evidence of pulling together. As the thinking goes, since there will be so many more wireless phones accessing the Internet, the wireless handset will replace the PC as the No. 1 Internet access device. This type of thinking is almost laughable. When it comes to the Internet and e-mail, the wireless handset will fall below the PC in the client/server architecture hierarchy, although there will be many more handsets sold than PCs in any given year (240 million handsets vs. 113 million PCs in 1999).

There is, however, one area that will actually allow wireless data to be used in a reasonable manner: the in-vehicle market, where a larger display, higher processing power and useful applications may simulate the home PC experience to a degree. Although car manufacturers would like to bundle hardware into vehicles and have new vehicle owners subscribe to services for years, it may be installation by a third party after the sale (the after market) that makes in-vehicle information systems (IVIS) fly.

Society of Automotive Engineers (SAE) standards are now being finalized for IVIS which should allow for participation by third-party vendors by 2003. The data bus seems to be a clear winner at this point, and the SAE has put together the long list of requirements for plug-and-play compatibility.

The interface will most likely be a de facto one pushed by large players such as Microsoft, General Motors and Motorola. This will also determine the pace at which an operating system is accepted, since they are usually paired. The U.S. DOT Critical Standards Report (June 1999) outlined a Jan. 1, 2001, deadline for many, if not all, specifications for plug-and-play to spur the in-vehicle market.

Although it will likely be 2002 before these are built in large numbers, products should be available in larger volume by 2003.

We are beginning to see sensible bundles as well. IVIS makes a perfect companion for satellite-based radio as well as location-based services. ATX recently announced a partnership with Sirius, a satellite radio provider planning to turn on service by the end of the year. Location services make much more sense in a vehicle than on a handset. Mobility implies walking, when it is easy to discern what is in front of you without prompts from a cell phone. Other great IVIS applications, such as navigation and mapping, need a vehicle to direct.

Wireless carriers are finally waking up. Sprint has partnered with Highway Master for short haul and with LTL Trucks and Ford for IVIS. Bell Atlantic is working with OnStar while its merger partner, GTE, has been providing GM with 800-MHz transmissions for OnStar. BAM is also working with ATX, which is providing the True Position time-difference-of-arrival (TDOA)-based location service. AT&T Wireless is also carrying ATX?s service.

All wireless carriers will use their new IP-based 2.5G and 3G upgrades for the vehicle market. Transceivers will bundle the display panel with the CD player, satellite radio and maybe even location-based services. This means the wireless carriers will be utilizing their network of suppliers and resellers to make this after market happen. In March, the Universal Wireless Communications Consortium (UWCC) said it would move up its data schedule to have Enhanced Data Rates for GSM Evolution (EDGE) in the networks for use in Q4 2001.

CDMA carriers Bell Atlantic, Sprint and Air Touch will have the 2.5G upgrade in by Q4 2000, with subscriptions offered by Q3/Q4 2001. Wireless carriers will be pushing the after-market players to become standards-based so they do not have to rely on new car sales from Ford and GM for their subscribers. The after market has a potential audience of 210 million cars on the road in the United States and that number is growing.

System obsolescence will also be a factor: Cars leased for even three or four years have the potential for 10 system upgrades. Even using Moore?s Law loosely, the processing power in the OEM IVIS version will be downgraded at least twice a year. New cars will have systems that will seem obsolete quickly in display, processing power, applications and bundled items. A third-party vendor can easily keep up with the fast-moving electronics market while car makers will not be as adept.

Although car manufacturers will offer the option on more models, they will not be able to keep up with the better-cheaper mentality. Systems bundled on demand will allow third-party vendors to provide a better deal. Even if all car manufacturers offer the option, that is still only about 8 percent of the potential market each year. With all this in mind, the third-party market should account for at least 50 percent to 70 percent of the market each year beginning in 2003.

Larry Swasey is vice president of the communications research practice at Allied Business Intelligence Inc. He specializes in wireless access technologies and infrastructure.

(swasey@alliedworld.com)

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To: akmike who wrote (448)5/10/2000 8:56:00 AM
From: robert b furman
   of 6947
 
Looks like this morning might help finish up our accumulation. Gulp.

If we get some market weakness I promise to stop the Rosey posts.<VBG>

Bob

P.S. - Only 7,435,915 shares outstanding how many do you want? Too bad you just can't go back to the days of 1 1/2 HEHEHE

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To: robert b furman who wrote (451)5/12/2000 9:22:00 AM
From: jung, haeoh
   of 6947
 
In today's (Friday) Investor's Business Daily, on page A7, in the "Follow the Leaders" section, KVHI is listed along with about 30 other stocks in what IBD calls "Electronic-Measuring Instruments Group."

I'm not sure KVHI really belongs in this group, tho'.

HMJ

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To: robert b furman who wrote (451)5/16/2000 7:14:00 AM
From: robert b furman
   of 6947
 
I think we pop up today.
Darn it ,I was hoping to buy some more in the fours.I'll be lucky to chase any in the fives.

Kvhi looks to be coiled for a spike up - should carry us to the 7's at least. JMHO
siliconinvestor.com

DI + over DI - is a beautiful thing and momentum is about to turn positive. I'm getting excited about this one.
Bob

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