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To: robert b furman who wrote (639)1/3/2001 10:57:19 AM
From: Roy F
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... and now, Wisconsin is in the money. ggg

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To: Roy F who wrote (636)1/3/2001 11:28:21 AM
From: Roadkill
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Thanks for the kind note, Roy. Like you, I'm still kicking around with KVHI. Mostly lurking nowadays. It's amazing how this little company has transformed itself since '97. I still remember receiving the PR about the FOG purchase from Andrew and thinking, "I wonder what they'll do with that?" LOL!

In any event, although I'm a little skeptical about the long-term prospects of KVHI's mobile internet project (QCOM's HDR technology should be available in 18-24 mos, muting the need to have a fancy antenna on your car's roof), I'm enthusiastic about the o-e-o product and the current sensor. Although the potential success of the o-e-o is still a little uncertain until working prototypes are completed, it appears that the current sensor is much closer to reality. In that regard, I did find yesterday's PR regarding the new funding disturbing in one respect: The two initiatives that KVHI mentioned were the mobile broadband and the optical product. No mention of the current sensor, which is supposedly the closest to market. Any thoughts on this omission? Maybe I just missed a reference to it in the PR. I'll read it over again to see if it's in there.

RK

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To: Roadkill who wrote (641)1/3/2001 12:04:41 PM
From: akmike
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It is my belief that the current sensor is already funded to the extent that Tinley Park manufacturing is in place and the marketing alliance is in place. The only additional burden should be in working capital, and increased cash flow and profits are taking care of that.
It is "amazing how this little company has transformed itself ..." ---amen

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To: Roadkill who wrote (641)1/3/2001 12:36:06 PM
From: Roy F
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I think akmike hit on the answer to your concern, RK. Hang in there. I'm a bit more excited about KVH's prospects than you are, and have been impressed with management's progress toward building the company. They seem to be pressing all the right buttons, but things change so rapidly now that time to market is of the utmost importance.

Regards,

Roy

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To: Roy F who wrote (643)1/3/2001 2:11:52 PM
From: Sector Investor
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If you people keep this up, I'll have to post on TWO threads. <g>

It would be good to have the SI thread come to life again.

How about lurkers checking in, so we can see who is reading this thread?

Needham conference is next week. KVHI presents on Thursday at 3:00

needhamco.com

Also, Dr. Dalton speaks next week too.

messages.yahoo.com

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To: Sector Investor who wrote (644)1/3/2001 2:19:26 PM
From: Sector Investor
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The Yahoo! thread has been where the action is at, but if SI is coming back to life, I'll post a few items from there on SI.

First, people here should (if they missed it) check out again the Lumera presentation for optical components using the new materials that KVHI is also using.

I think KVHI is the best way to play this technology. Note the market size projections.

$6.50 as I write this!



messages.yahoo.com

messages.yahoo.com


Rate cut - and just now Israel has agreed to resume peace talks. Maybe the Naz can sustain a rally.

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To: Roy F who wrote (640)1/3/2001 5:00:37 PM
From: robert b furman
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Them boys is lookin perdy smart!!!

I love it when a plan come together!!!!


Bob

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To: robert b furman who wrote (646)1/3/2001 9:08:38 PM
From: Sector Investor
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KVH has posted a new fact sheet to their website for Q3

post.messages.yahoo.com

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To: david james who started this subject1/5/2001 9:02:02 AM
From: Labrador
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From the 8-K that was filed regarding the share purchase by Wisconsin Investment Board. I find the below statement to be quite favorable to public shareholders.

The Agreement provides, among other matters, that:

2. The Company will not at any time without the approval of its stockholders, (i) reduce the exercise price of outstanding stock options granted to employees and others under its 1996 Incentive and Non-Qualified Stock Option Plan, or any similar plan, or (ii) grant any stock option with an exercise price that is less than 100% of the fair market value of the underlying stock on the date of grant (except pursuant to the Company's 1996 Employee Stock Purchase Plan or similar plan).


No Material Change

Since September 30, 2000:

(a) there has been no material adverse change in or affecting the condition, financial or otherwise, or in the earnings, assets, business affairs or business prospects of the Company, whether or not arising in the ordinary course of business, excluding political events and changes in economic conditions generally applicable to business enterprises in the same business as
the Company in the United States;


By the way, several have wondered why purchaser purchased shares at above market. Although agreement does not say so, their purchase price is average of 10 day closing price ending Dec. 27. This is probably the day before the agreement was finalized.

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To: david james who started this subject1/7/2001 4:38:17 PM
From: Labrador
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needhamco.com

3PM on Jan. 11th KVHI is presenting at the Needham Growth Conference.

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