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To: Sector Investor who wrote (455)5/19/2000 6:38:00 PM
From: robert b furman
   of 6936
 
Hi Sector,

Thanks for the excellent report.FOG is the future story.If military and communication can absorb the total overhead,then FOG with better margins and growth potential can truly become a great success story.I think we've got a winner on our hands.

I would have thought that in all this NAZ crashing going on I could have accumulated some more at the bargain counter.

Just wish these darn flowery reports from impressed stockholders would quit propping up the stock.< gleeful smile>

It has been a rock of late.

Once again, thanks for the great detail.

Bob

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To: robert b furman who wrote (456)5/19/2000 7:58:00 PM
From: Sector Investor
   of 6936
 
<<Just wish these darn flowery reports from impressed stockholders would quit propping up the stock.< gleeful smile>>>

OK, I retract the post so you can accumulate quietly. <g>

Seriously, if people haven't finished accumulating, they might lose their chance. As you pointed out a couple of posts ago, KVHI appears ready to jump in better market conditions or on any significant news.

My post won't help - but then I just retracted it! <g>

*****

Also, I posted about ENBC on the Yahoo! KVJI thread a couple of days ago, as an example of small float stocks reacting to "good news" and "mo" players. While it didn't "pop" heavily, it did reach a double at one point today since my post. I tried to sell some, but I missed the peak, so I am still holding.

*****

If you bring up Yahoo! search and enter the terms

"precision agriculture" or "AGV AGVs" you get a number of interesting links to read further on these topics that I mentioned in the tour post.

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To: Sector Investor who wrote (457)5/19/2000 8:41:00 PM
From: Sector Investor
   of 6936
 
Also, a search on Richard Dyott shows he has a book on Eliptical Guided Waveforms. KVHI's fiber has an eliptical core, which was originally developed by him.

opengroup.com

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To: Sector Investor who wrote (455)5/20/2000 8:10:00 AM
From: telecosm
   of 6936
 
Sector,

Excellent DD and report. Great Job !! Give me the confidence to buy more KVHI.

BTW, what other stocks besides MRVC and KVHI do you like ?

Since you are in the Chicago area, have you look into ISCO ? Are you a fan of XDSL's DVDDS ?

Thanks,

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To: Sector Investor who wrote (457)5/20/2000 11:13:00 AM
From: robert b furman
   of 6936
 
Hi Sector,

I think the best news event will be the announcement of a positive earnings quarter.With the FOG facility operating at a breakeven mode last quarter(as indicated in the last qtrly CC)and the communications business going strong guns with more and more awareness of the excellence of trac vision and trac phone,I speculate that Q2 will be turnaround quarter.

If that occurs as anticipated,my bet is KVHI pops over the 10 - 10 1/4 resistance and then becomes support with 15 or 22 as next possible resistance levels.JMHO Future resistance levels will then be determined of earnings and multiple expansion.

Bob

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To: robert b furman who wrote (460)5/20/2000 12:33:00 PM
From: robert b furman
   of 6936
 
A source of price strength:http://www.insidertrader.com/freestuff/ticker_summary.asp?search=1&criteria=kvhi

Bob

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To: robert b furman who wrote (461)5/21/2000 1:36:00 PM
From: Sector Investor
   of 6936
 
A repost for new people checking into KVHI. I have taken the
time to organize and consolidate important KVHI related
links from the past.

I have not only brought it up to date, but have added a
section on satellite research, which I think people will
find interesting. The J-track 3-D post allows you to "see"
all the satellites currently in orbit, both GEO and LEO, and
you can rotate the globe by clicking and holding while
moving the mouse. Also, click on any point to see the name
of that satellite.

Other information is of course available from the website,
from I/R and from SEC filings.

Earnings and CC related links

Q2 1997 EPS release Message 1813680
Q2 1997 CC Notes -http://www.siliconinvestor.com/readmsg.aspx?msgid=1816064
Q3 1997 downgrade - Message 2269984
Q3 1997 EPS release Message 2534856
Q4 1997 warning - Message 3187118
Q2 1998 CC analysis Message 5387249
Q2 1998 CC notes1 - Message 5389093
Q2 1998 CC notes2 - Message 5512880
Q4 1998 EPS release Message 8034473
Q4 1998 CC notes - Message 8303464
Q1 1999 EPS rel - Message 9085267
Q2 1999 EPS rel - Message 10705163
Q3 1999 EPS rel - Message 11659825
Q4 1999 EPS rel - Message 12862196
Q4 1999 CC notes -- messages.yahoo.com.
Q4 1999 CC notes -- messages.yahoo.com.
Q1 2000 EPS rel -- Message 13470540
Q1 2000 CC notes -- Message 13474450
Q1 2000 Analysts -- Message 13476701

Contract or partnering announcements

1997 Swedish military- Message 1818477
1998 US Army --------- Message 5154917
1998 US Marines ---- Message 6641124
1999 River Park teams- Message 11041324
1999 UK Army order --- Message 11652006
1999 Delfin Contract - Message 11791701
1999 Marathon Coach -- Message 12170187
2000 Repeat order --- Message 13215646
2000 $1.2 million FOG- Message 13460763
2000 Entertain Coaches Message 13566973

Product announcements

1997 Trac Phone 50 ---- Message 2147224
1998 Trac Phone 25 ---- Message 3404697
1998 Trac Vision 45 --- Message 5200344
1999 Trac Vision LM --- Message 7402304
1999 KVH hits the road- Message 7402304
1999 Trac Vision Cruiser Message 10653331
2000 Trac Vision G4 ---- Message 12843047
2000 Trac Vision SA ---- Message 13016180

Management or I/R comments posted

1998 Tacnav related ---- Message 5191881
1998 general --------- Message 5678484
1999 mobile internet --- Message 7177546
2000 Power sensing ----- Message 11697383
2000 TMF Genl comments - boards.fool.com
2000 CEO Interview ----- Message 13647777

Facility Tour posts

2000 Home Office Tour -- Message 13483638
2000 FOG Sensors Tour -- Message 13742694

Research on Broadband Satelite Networks

Global Satelite Networks comlinks.com
Leo.com satelite links --- comlinks.com
Constellations Space Daily spacedaily.com
Lloyd's Sat constellations ee.surrey.ac.uk
J-Track 3-D(this is cool!) liftoff.msfc.nasa.gov
Teledesic LEO 2002 ------ teledesic.com
Cyberstar GEO 2001 ------ cyberstar.com
Astrolink GEO 2003 ------ astrolink.com
Spaceway GEO 2002 ------ hns.com
iSky GEO 2001 ------ 204.144.156.31
Inmarsat GEO Now ------ inmarsat.org
Net/36 GEO Now ------ panamsat.com
Eutelsat GEO Now ------ eutelsat.org
Instersat GEO Now ------ interpacket.net
Skybridge LEO 2001 ------ alcatel.com
Globalstar LEO Now 9.6bps globalstar.com


General/Miscellaneous

KVH multiyear financials ------ dailystocks.net
1998 Best in category awards ---- Message 6624271
1999 Article on Trac vision II --- Message 8383221
1999 Briar Patch Invest Opinion -- Message 8638735
1999 Charles Trimble joins BOD --- Message 9802059
1999 ISO 9001 standards ---------- Message 10052445
1999 US Army "Outstanding partner" Message 10063051
1999 Camping World award --------- Message 11465314
1999 NMEA "Best" awards --------- Message 11717969
2000 Article on Rec Vehicles ----- cbs.marketwatch.com.
2000 Datron Patent Lawsuit ------- Message 12864170
2000 Datron response on lawsuit -- Message 12941582
2000 Patent involved in the suit - patents.ibm.com
2000 Institutional Interest ------ insidertrader.com.
2000 A crystal ball attempt ------ Message 13477893
2000 GPS use poised to take off -- Message 13600523





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To: Sector Investor who wrote (462)5/21/2000 2:00:00 PM
From: david james
   of 6936
 
Sector,
That really is quite an excellent post. I have made your post the opening subject, but if you prefer, you cans start a new KVHI thread and make that the introduction.

Links can be made from this thread to the new one. The old introduction is out of date now.

David

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To: Sector Investor who wrote (462)5/22/2000 8:52:00 AM
From: robert b furman
   of 6936
 
Hi Sector,

I think I'll take this week off and read your last post.<g>

Short looks into J post and Teledesic are cool.Keep up the good work.

Bob

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To: robert b furman who wrote (464)5/23/2000 11:22:00 PM
From: Sector Investor
   of 6936
 
A Yahoo! interchange tonight that people may find interesting.

messages.yahoo.com

messages.yahoo.com

messages.yahoo.com

messages.yahoo.com

messages.yahoo.com

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