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   Technology StocksKVH Industries, Inc.


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To: Sector Investor who wrote (724)3/6/2001 10:01:54 AM
From: robert b furman
   of 6936
 
Hi Sector,
Another new found /never heard of application.In addition plenty of wellheeled golfers will have a unique idea to check out that company and buy some stock.


I hope to sell them some at 50 after a 2 for 1 split. HEHEHE


Bob

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To: robert b furman who wrote (725)3/6/2001 10:23:16 AM
From: Sector Investor
   of 6936
 
Only after the first split? Only at $50?

I might buy them from you at that time myself! <g>

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To: robert b furman who wrote (725)3/6/2001 10:24:33 AM
From: hamsandwich
   of 6936
 
Bob,

Its good to see your enthusiasm has not waned during this latest downdraft. Can you believe that a scant few weeks ago you and I were eyeing C&H breakouts? Now we are looking for a bottom (which KVHI seems to have found. Sell volume has certainly dried up.).

I like the new Compass sensor sale. I would have never envisioned the need on the golf course, but I am not much of a golfer either. If it is worth loading GPS and Compass onto golf carts, imagine the other markets: for example, every police car in America could use a similar device. It would allow the public to determine the total number of hours spent at the local krispi kreme. <g>

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To: hamsandwich who wrote (727)3/6/2001 10:27:32 AM
From: robert b furman
   of 6936
 
I can see it now,

KVHI makes the world secure!!


Motherhood Apple Pie and KVHI.

Bob

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To: Sector Investor who wrote (726)3/6/2001 10:30:09 AM
From: robert b furman
   of 6936
 
Well I didn't want to foster any irrational exuberance -- just a little healthy greed. An ingredient most decidedly missing from the markets diet of late.

Good to hear from you.

Bob

Let's settle with a break out over 11 1/2 first.

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To: robert b furman who wrote (729)3/6/2001 10:49:59 AM
From: Sector Investor
   of 6936
 
Of course. Just pulling your leg a bit. <g>

The KVHI story is still unfolding over the next few years. I plan to be there when the flower is in full bloom!

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To: Sector Investor who wrote (730)3/6/2001 10:57:34 AM
From: robert b furman
   of 6936
 
Filthy Rich and lovin every minute of it. HEHEHE

Bob

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To: robert b furman who wrote (729)3/6/2001 11:04:17 AM
From: devonian
   of 6936
 
Hi lads,

As a golfer, I've used similar systems occasionally, though I don't know whether Pro-Link was the manufacturer. I found them modestly helpful, but only insofar as it saved you walking around for 20 seconds looking for a yardage marker. My understanding is that the ones I've used were radio beacon, not gps based. While I don't necessarily think that golfers themselves will find them a major asset (compared to lessons, the newest driver or a good single malt), I suspect golf course management and cart makers will move toward these types of instruments becoming standard on all new golf carts. I'd guess better than 95% of carts don't have these systems yet, and carts are generally replaced every 4-6 years. The key driver I'd guess would be course management and communication (for slow play, weather and tournament play). Needless to say, it would be a big market.

On the other hand, I'm sort of surprised about this gizmo out of KVHI, since I thought other GPS specialists (Trimble, Garmin) were better suited to supply it. I hear they are all scrambling to supply GPS chips to track shipping containers, agricultural containers (ConAgra and others being very interested in tracking suppliers) etc., and golf cart tracking seems little different that solving that problem.

Nonetheless, nice bonus out of KVHI, particularly if they did compete against the other GPS chaps.

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To: devonian who wrote (732)3/6/2001 11:19:32 AM
From: Sector Investor
   of 6936
 
I found this on Yahoo!

messages.yahoo.com

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To: devonian who wrote (732)3/6/2001 5:46:15 PM
From: Jimbobwae
   of 6936
 
Dev,

I concur with your surprise that KVH is offering this system. In my most recent life I was involved with GPS technology and Trimble was the leading provider of precision GPS. Garmin (which recently wentpublic - GRMN) is more associated with the recreational market.

I also have an attorney that led the incorporation of ProLink. Their system has been marketed for about 5 years and has become critical for course managers. A typical course will generate 20%-25% greater revenues on an annual basis due to efficiencies gained in "player management"

I'll look into the benefits of the KVH system over the competitors to see if there are key technical factors that provide strong market potential for KVH.

Jim

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