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To: Roy F who wrote (650)1/8/2001 9:48:24 AM
From: Sector Investor
   of 6947
 
Let's review the contracts won by KVHI in the past 15 months. Not all have dollar amounts broken out. Some of these are just for initial purchases, with follow on orders to come. The CEO said in the Q2 CC that the big $17 million contract could be double with options over 5 years.

I count $30.5 million - $47.5 million (with the options). Keep in mind their backlog going into 2000 was only $700,000.

Jan. 8, 2001 - KVH Industries' TACNAV System Selected for Australian Army Light Armored Vehicles - a $3.2 million contract

December 12, 2000 - KVH Industries Wins $4.7 Million Contract to Equip Asian Armored Vehicles with TACNAV (2 year contract)

November 6, 2000 - KVH Wins $1. 5 Million Fiber Optic Gyro Contract for Handheld Training Simulator

July 10, 2000 - Sportvision Puts KVH FOG in the Game For NFL, College Football Broadcasts

July 5, 2000 - KVH, Crossbow Partner on Fiber Optic Project Gyros for Next-Generation Inertial System Valued at $1 Million (this will be revenue in Q1 2001)

June 19, 2000 - KVH Receives $17 Million Contract For Military Navigation Systems (5 year contract)

April 19, 2000 - KVH Receives $1.2M in Fiber Optic Gyro Orders for Military Antenna Stabilization Applications

March 16, 2000 - KVH Receives $1.4 Million TACNAV TLS Order

December 2, 1999 ? Marathon Coach Selects TracVision LM
KVH Primary Supplier of In-motion Satellite TV Systems

November 3, 1999 - KVH?s High-accuracy TACNAV FOG Selected for Delfin Signal Intelligence Project

October 12, 1999 - Third NATO Power Selects KVH TACNAV The initial order, valued at nearly $500,000

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To: Roy F who wrote (650)1/8/2001 9:51:22 AM
From: robert b furman
   of 6947
 
Hi Roy,

Well 4.7 million in Asia plus 3.2 million in Australia equals 7.9 for tac nav.

PLUS

1.2 million in FOG for Aegis class ships plus 1.0 million in FOG on training simulators equals 2.2 million for fog.

Plus

Satellite dish growing at a 50% growth rate

Plus future products in the pipeline: FOG current sensors,fiber optic modulators,and new satelite dish designs that make the internet come to cars.

Isn't interesting to note that per your article KVHI has long enjoyed a good relationship with GM.

Maybe I'll get to install them at my dealership!!HEHEHEHE

It all adds up to good sales for a 24 million dollar sales company.

As always thanks for the prompt notice.

Bob

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To: Sector Investor who wrote (651)1/8/2001 9:54:10 AM
From: robert b furman
   of 6947
 
Hi Sector,

Great minds think alike!! ROTFLMAO

Quit steppin on my post!!! HEHEHEHEHE


Bob

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To: robert b furman who wrote (653)1/8/2001 7:01:08 PM
From: Sector Investor
   of 6947
 
From Yahoo!

messages.yahoo.com


messages.yahoo.com

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To: Sector Investor who wrote (654)1/8/2001 8:39:01 PM
From: Sector Investor
   of 6947
 
Some excerpts for emphasis from The Light Reading article on 40Gigabit systems posted in the previous post.


"With that in mind, companies like CyOptics Inc. are proposing transmitters based on RZ, using a combination of a pulse-generating laser and an electro-absorption modulator, both made out of indium phosphide (see CyOptics Targets 40 Gbit/s DWDM Components ). This combo appears to be superior to the currently demonstrated solutions using lithium niobate modulators, which are large in size and require high voltage to operate at 40G. Japanese companies NTT Electronics Corp. (NEL) and OKI Semiconductor are building similar InP-based transmitters."

"Materials will also be an issue. Silicon germanium and gallium arsenide have a difficult time scaling to 40G. Most component companies are looking to indium phosphide as a key material, though it is difficult to manufacture at the sizes required for 40G transmitters.

The two big standouts in implementing 40G in a system are polarization mode dispersion (PMD) and chromatic dispersion. Each of these presented significant challenges to the adoption of OC192, but at 40 Gbit/s, the laws of physics really start biting back."

"Who?s involved in the 40G market? Lots of companies, big and small. To create a 40G system a whole host of components must be developed, and a cottage industry has sprung around that endgame."

lightreading.com

=============================================================

The Lumera presentation is essential for any one who missed it in order to understand the opportunity here. View the slide presentation off of this link. Particularly look at slides 13-15 (and LISTEN to the speaker) "Why materials matter", "Comparison table" and "The Chromophore puzzle".

vcall.com

From this you can see why the KVHI approach using Dr. Dalton's materials and their specialty fiber is so exciting. They and Lumera have a MUCH easier task in front of them than their competition - and they have already been working on this for a few years, and have a big advantage over Lumera as well because of their ownership of the special property optical fiber production.

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To: Sector Investor who wrote (655)1/8/2001 10:07:32 PM
From: Sector Investor
   of 6947
 
Oh, I missed two additional areas of study for people to understand more about what KVH's opportunity with the optical networking components is.

1) Listen to the 6:20 - 10:15 segment of the Business Overview section of the Q3 CC.

To find the audio, click on Investor Relations, then Audio archives, then Business Overview. Then adjust the audio scroll bar at the top of Real Player (assuming that is what you have) to the 6 minute mark.

kvh.com


2) Thanks to Upticked's fantastic transcription of the Q3 Q, I can cut and paste and bold just the appropriate parts:

==============================================================

Adkins: Okay. You had indicated--as you did just now, I guess--that you were thinking of that, in prior conference calls you'd indicated that you'd thought that was a pretty large market, had large market potential for you. What about other sensors? I've been doing a little reading up, and I see that the fiber optic technology is applicable apparently in a lot of different sensor markets. Are you working in other areas also besides the current sensing?

Martin A. Kits van Heyningen: No, we're not and what we're focusing on right now is the optical networking market. The additional sensors while technically feasible--there's a lot of things you can do with fiber optics, but right now, we have an extremely exciting opportunity and some very unique technology that we're pursuing aggressively in what is a much larger market than any sensor market and that's the high-speed optical network market.

Adkins: Okay. Can you describe a little more or expand a little more fully on what-- when you say "optical networking", can you tell me or tell us what that product would be or the products would be?what are they going to do?

Martin A. Kits van Heyningen: Well, they are going to do a variety of things. The first product is this optical modulator that I described and that's a product that encodes data onto fiber. So, in all fiber optic networks, you have the problem of taking information from computers and routers and putting it into fiber for transmission. The advantage of fiber is that it has nearly infinite bandwidth in and of itself, but the problem is getting the data "the electrical data" into the fiber, and that's done by this device which is known as a modulator. So it turns the light on and off in a way that corresponds with the 1s and 0s of the digital data from the electronic stream, the digital data stream.And our technology will enable that to be done much faster and much less expensively than any method that we are aware of today.

Adkins: Do you visualize or do you see that you're going to have to license someone else's technology at this point then to build upon that or are you developing something that is proprietary just to KVH?

Martin A. Kits van Heyningen: It's proprietary to KVH. We have, as I mentioned, you know, we have almost 70 patents already. We've got 14 that are directly related to this project, and we have about 23 patents pending. So, we are very comfortable with our intellectual property position, and we do not require patents from anyone else in order to move forward here.

Steve Krueger: Question about the development timeline on the photonic fiber products and the modulator in particular. Do you have a prototype of the modulator yet, and if not, when do you expect to have a prototype that you could start sampling and showing to prospective customers?

Martin A. Kits van Heyningen: That's a great question, and that's probably something I should have addressed--and I meant to--in a conference call. You know, both of these projects are early stage developments. You know, we are looking at round numbers of twelve-month time frame for, you know, complete development. Obviously, well before that, we'll have samples that will be developing a prototype that will be testing. We are making very good progress today, but I don't want to, both for competitive reasons, and for--just simply for the fact that this is R+D and it's difficult to predict with any finite certainty, you know, details. I don't want to discuss exactly when these samples will be available, but, you know, it's not something that is going to be impacting revenue in the next couple of quarters, but it's not something that is a multi-year development project, either, so I think that in a 12-month time frame is probably as close as I'd like to nail it at this point.

Steve Krueger: Right. I heard you say that you don't have prototypes, so I wonder what are your performance targets based on then at this point?

Martin A. Kits van Heyningen: Well, we've done quite a bit of testing of--the material itself has already been tested at over 100 gigahertz. We've built parts of the devices that I mentioned in the call, so we're building it up in stages. We are using manufacturing processes which are identical to what we are using in our fiber optic sensors. So, you know, and we're doing it fairly methodically in terms of the steps that are required. Now, we feel fairly confident that because the material has already been tested, each component has been tested individually, what we are now doing is aggregating all of these inventions into the final device and that's the part that we are working on now.

Steve Krueger: Okay, thanks very much.



Message 14637793

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To: Sector Investor who wrote (656)1/9/2001 12:40:49 AM
From: Sector Investor
   of 6947
 
KVH's presentation at the Needham growth conference has been moved to tomorrow at 9:30 Eastern. It can be viewed and heard live at the link below. Ain't Reg FD something!

The slide presentation is viewable NOW! It is AWESOME!

See my notes posted on Yahoo! first

post.messages.yahoo.com

Click on "click here for slide presentation"

vcall.com

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To: Sector Investor who wrote (657)1/9/2001 2:47:12 AM
From: RobertSheldon
   of 6947
 
Pretty neat huh?!

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To: Sector Investor who wrote (657)1/9/2001 8:08:49 AM
From: Roy F
   of 6947
 
Thanks for the slide show link, Sector. Pretty interesting how our little KVH is making headway into some significant growth areas. If there's new information from the presentation, I hope it will be posted here. I'm going to try to tune in, if so, I'll post impressions.

Roy

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To: Roy F who wrote (659)1/9/2001 8:34:01 AM
From: robert b furman
   of 6947
 
Hi Sector,

Your best must read link yet !!!! You are a great resource.

Photonic phase array COMPLETELY FLAT ANTENNAE !!!

Beam Me UP SCOTTY - this company's story just keeps getting fairy book like better. JMHO

I love this company cvan't get enough. HEHEHEHEHE


I can afford to buy a Trac Vision - I swear this stock is gonna get me the boat !!!! ggggggg

Bob

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