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To: robert b furman who wrote (700)2/9/2001 2:01:01 PM
From: geoffrey Wren
   of 6947
 
Hey Robert:

I've been a COHU owner since 1987. Saw your post on that board for KVHI, and I've taken a small position in it. Another stock I own, which may interest you is MRM. Like KVHI, they make things smaller, are involved in reducing the size of radio transmission equipment, and have sales to the military. Below is from their home page. I don't really understand the technology, but apparently they can put on a flexible strip (Multi-Mix) the electronics that used to take a box. Erickson has made an investment in them. Another small cap with big hopes.


Merrimac Industries Inc. is a leader in the design and manufacture of RF Microwave
components, assemblies and Micro-Multifunction Modules (MMFM™) serving the
wireless telecommunications industry worldwide with enabling technologies for
commercial applications. Based upon a distinguished 40 plus year heritage of
outstanding technical performance, Merrimac components are today found in
applications as diverse as satellites, combat and commercial aircraft, cellular radio
systems, magnetic resonance medical diagnostic instruments the latest personal
communications systems (PCS) and wireless internet connectivity.

Merrimac is focused on providing Total Integrated Packaging Solutions with
Multi-Mix™ Microtechnology a leading edge competency providing value to our
customers through miniaturization and integration. The Multi-Mix™ process for
microwave, multilayer integrated circuits and MMFM™ is a patented method
developed at Merrimac Industries based on fluoropolymer composite substrates.
The fusion bonding of multilayer structures provides a homogeneous dielectric
medium for superior electrical performance at microwave frequencies. The bonded
layers may incorporate embedded semiconductor devices, MMICs, etched
resistors, passive circuit elements and plated-through via holes to form a
three-dimensional subsystem enclosure that requires no further packaging. The
Multi-Mix™ Microtechnology Group is ISO 9001 certified.

From a recent press release

WEST CALDWELL, NJ (DECEMBER 4, 2000) …. Merrimac Industries, Inc. (AMEX:
MRM), a leader in the design and manufacture of RF Microwave components, assemblies and
Micro-Multifunction (MMFM™) Modules today announced that it has been granted another
patent for its Multi-Mix™ Waveguide Filter from the United States Patent and Trademark
Office entitled “Multilayer Dielectric Evanescent Mode Waveguide Filter.”
Merrimac Chairman and CEO, Mason N. Carter commented, “This patent complements the
Waveguide Filter patent which we recently announced on November 14, 2000, while providing
us with a competitive advantage in future narrow band filter designs. Such filters are typically
found in wireless applications such as basestations, mobile radios, pagers, point to point and
point to multipoint radios, local multipoint distribution service, (LMDS), global positioning
system (GPS) and microwave TV/wireless cable (signal channeling for line of sight
communications systems from supplier transmitter to subscriber rooftop and set top box).”
Carter continued, “This patent enables us to lower our costs for mass production and to achieve
better performance in the design of narrow band filters. This patent, coupled with the earlier
announced Waveguide Filter patent, helps us position ourselves to better serve key market
opportunities and to provide more value to our customers by reducing size, weight and cost.”
Very narrow bandwidths with minimal insertion loss and high selectivity at microwave
frequencies are achievable utilizing a multilayer dielectric, evanescent mode waveguide,
bandpass filter with resonators employing via hole technology. A typical implementation of this
filter is fabricated with soft substrate multilayer dielectrics and with high dielectric constant
ceramics. These filters can be designed with frequency ranges from approximately 0.5 GHz to

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To: Roy F who wrote (713)2/10/2001 6:30:50 AM
From: robert b furman
   of 6947
 
Hi Roy,

You keep ravaging my account with these gap observations!!!

With 7.8 million shares outstanding,the price og KVHI is being ravaged from the mass EXODUS of almost 35000 shares after the company says "We're reinvesting all of our profits into dynamic 50% plus margin markets.

Oh I just knew they'd do something foolish - once they got profitable!!! ggggg


Ahem, Roy - I bet the but at 6 doesn't last very long.But if you insist,I'm backing the truck up right now.


Notice !!! Sector BACK OFF They're mine !!! You already have enough!!!! HEHEHEHEHE

Crazed and Jealous !!!


Bob

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To: robert b furman who wrote (715)2/10/2001 9:52:29 AM
From: Roy F
   of 6947
 
Hi Bob,

As you noted, it doesn't take too much for our beloved KVH to trend one way or the other, mostly because of the size of the trades... heck, 35,000 shares (double counted) might entail 40 or more trades I really think it will depend on the market, absent major news. This latest decline in the NASD could end quickly, or just grind down to a re-test... or lower. But, KVH remains fairly resilient in a less than stable market.

I'm not sure if we'll get all the way to 6, but if we get panic like we had of late over on YAHOO! about Wisconsin registering those private offering shares, it won't take much to get there. The MMs can take it down quickly on these little trades of 500 shares or less.

As you suggest, another buying opportunity in the offing. BTW, sounds like the current sensor will be on the market by the end of this year... whether the industry is ready or not. I guess that's the variable in all of this... when you have the leading technology, will the market place be ready to use it when you invent it? ... and at what rate will it be adopted?

Still crazy after all these years... at least we're not alone anymore. ;-)

Regards,

Roy

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To: Roy F who wrote (716)2/10/2001 10:36:10 AM
From: Labrador
   of 6947
 
>>I'm not sure if we'll get all the way to 6, but if we get panic like we had of late over on YAHOO! about Wisconsin registering those private offering shares, it won't take much to get there. <<

Wisconsin buys the shares a month ago, and they're ready to sell? I don't think so. But they do want to have the discretion.

I'm not worried. I wouldn't mind seeing KVHI drop back to $6-$7, so I can accumulate a few more shares. I would like to increase my position by about 50%, and would do so if stock drops under $7.

I thought that their earnings reports, and future plans looked quite promising.

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To: Labrador who wrote (717)2/10/2001 11:00:01 AM
From: Roy F
   of 6947
 
Labrador:

>>I thought that their earnings reports, and future plans looked quite promising.<<

No argument here. For sometime now, the variable with KVH has been understanding their technology and its application. They finally settled on a direction, a good one IMO, but who knows what they may discover on the way?

I marvel at where we are now vs. what was known 3 years ago. It's been a lot of fun watching this company progress. I can't wait for the next surprise!

Regards,

Roy

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To: Roy F who wrote (718)2/10/2001 11:03:59 AM
From: Labrador
   of 6947
 
Providence Journal-Bulletin February 9, 2001, Friday


Copyright 2001 Knight Ridder/Tribune Business News
Copyright 2001 Providence Journal
Providence Journal-Bulletin


February 9, 2001, Friday

KR-ACC-NO: PJ-SATELLITE

LENGTH: 574 words

HEADLINE: Military Contracts Help Boost Rhode Island-Based Satellite Maker's Profits

BYLINE: By Andrea L. Stape

BODY:
Mobile satellite manufacturer KVH Industries Inc. yesterday reported its first profitable quarter in more than a year and highlighted plans to enter two new markets.

The Middletown-based mobile communications manufacturer earned $ 100,000 in net income during the fourth quarter of last year, compared with a loss of $ 1.2 million during the fourth quarter of 1999.

Fourth-quarter revenues were $ 8.8 million, up 60 percent from the $ 5.5 million the company reported for the last quarter of 1999.

Revenues for last year were $ 30 million, a 32-percent increase over the $ 22.8 million the company reported for 1999. About 23 percent to 25 percent of the company's annual revenues were driven by military contracts.

The 19-year-old, high-tech manufacturer produces satellite-based navigational and communications equipment for ships, including aircraft carriers, armored military vehicles and consumer automobiles.

KVH, which employs 185 worldwide, reported no net income for the third quarter of the year and lost $ 200,000 in the second quarter. But revived sales of fiber-optic, mobile satellite and navigation equipment,coupled with a renewed focus on reducing operating expenses, started to fill company coffers by the end of last year.

Year-end revenues were driven by a $ 4.7-million contract KVH signed in November to provide an undisclosed Southeast Asian country with armored vehicles and a $ 1.7-million deal to sell fiber-optic systems to a Florida-based firm.

"I'm extremely pleased with the fourth quarter and year 2000 results," said Martin Kits van Heyningen , company president and chief executive officer, during a conference call yesterday.

Although KVH planned on returning to profitability in 2000, the company fell short, reporting a $ 900,000 loss for the year. KVH lost $ 2.7 million in 1999.

Van Heyningen admitted yesterday that earnings may suffer again this year as the company pours money into research and development of two new products.

Looking to break into the optical-networking market, KVH is working on developing an optical light sensor that can be built into fiber-optic cable.

RHK Inc., a market research firm based in California, expects the optical-networking market will reach $ 45 billion by 2004.

KVH is also developing a satellite-based broadband cable system that could transmit up to 500 channels of digital-quality cable and high-speed Internet access to moving vehicles.

The company plans to release the new products within the next 18 months.



"We are not going to put the company at risk with these projects," said Richard Forsyth, chief technology officer for KVH.

Earnings per share for the fourth quarter were a penny, compared with a loss of 17 cents per share that the company reported for the same quarter in 1999. KVH lost 12 cents a share for the year. KVH's stock lost 37 cents per share in 1999.

Since the company's public offering at $ 6.50 a share in April 1996, the company's stock (KVHI: NASDAQ) has only increased 20 percent.

KVH's stock traded at $ 3.25 a share last April -- its 52-week low. The stock has risen in the last month and closed yesterday at 4 p.m. at $ 8.50 a share, down 62.5 cents a share.

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To: Roy F who wrote (718)2/12/2001 12:23:43 AM
From: Bradley W. Price
   of 6947
 
Any chance that Wisconsin financing was a floorless convertible?

bp

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To: Bradley W. Price who wrote (720)2/12/2001 1:15:17 AM
From: akmike
   of 6947
 
No chance; it was straight common at 6.25/share.

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To: akmike who wrote (721)3/2/2001 10:59:34 AM
From: Sector Investor
   of 6947
 
I wish that posters on the Yahoo! thread would stop giving bashers and shorters fuel by discussing their fears.

Why not just invite them to do what you don't want?

Best to be quiet right now.

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To: Sector Investor who wrote (722)3/2/2001 3:00:28 PM
From: robert b furman
   of 6947
 
Hi Sector,

Between rude bashers and spammers Yahoo is a waste of time.I think SI has so much more class it's a different world not to mention community. JMHO

I can't believe the rude attacks that take place.

I only used the ignore twice on SI. Some attorneys spamming their positions : imaposta and montecristo??

No room for my time with that dribble.IMHO


Bob

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