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To: Sector Investor who wrote (755)3/10/2001 9:34:54 AM
From: robert b furman
   of 6947
 
Hi Sector,
Just a small market share observation.

Every 2 weeks I travel from Houston to Shreveport to purchase used cars and trucks.The trip requires that I pass by Foretravel . Foretravel produces huge high quality Diesel pusher RV's.

As a service for customers they have an RV Park where owners visiting and/or having repairs and upgrades performed can stay.I've gone by many times and just learned about the hidden customer RV park.

The first time I drove thru (2 weeks ago)there was one radome with a brand I didn't make out or wasn't familiar with.

This last trip there were 6 radomes - 2 DAYTRON and 4 Trac Vision.This is a huge increase in radomes.

I suspect that even if RV sales slow KVHI's tracvision is becoming the next 3995 must have toy for the affluent.These RV's start at 250,000 and easily go to 500,000.Trac vision is quickly catching on as a must have gizmo in the pusher RV segment - Pushers are rear wheel drive, diesel, Buslike RV's. I've done this survey for years in Marina's and Trac phone or Trac vision have never caught on like Trac vision has in the RV business.

As I returned to my dealership on thursday ,just as I pulled off the freeway another Bus/RV pulled up next to me AND IT HAD A TRACVISION ON TOP!! Granted it was coincidence but I'm really thinking that Trac Vision is making huge gains in the RV industry. For years I've gone to boat and RV show's and asked salesman if they know of KVHI and they stare blanks at me.

The Times They Are A Changin!!! JMHO

So sing a little Dylon for me as we pop over 12!! HEHEHE


Bob


Anxiously awaiting the current sensor PRESS RELEASE - I think it's due anytime. BWDIK

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To: robert b furman who wrote (756)3/15/2001 10:51:32 AM
From: unclewest
   of 6947
 
For years I've gone to boat and RV show's

me too. including the last miami and Ft laddiedale events.
i have also attended an rv show in NC, and 2 in Fl just this year...dealers of new rv's and boats are really hurting. sales are way off.

but...FA on this company is awesome...i am accumulating again.

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To: unclewest who wrote (757)3/15/2001 4:34:06 PM
From: robert b furman
   of 6947
 
Hi unclewest,

Are you the unclewest of Rhambus thread?

Idon't think new sales being off will hurt KVHI.Don't get me wrong they will always help.

I just think to anyone who already owns an RV or Nice boat - this is the MUST GIZMO in 2001. Heck it costs less than filling up the tanks on a 62 foot Hatteras with diesel - and very few boats have one. A huge aftermarket upgrade market for boats and RV's are even bigger. JMHO

Bob


P.s. I snagged 2000 @ 6 19/32 yesterday HEHEHEHE I just love this stock.Sort of like sugar pops - can't get enough!!

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To: david james who started this subject3/15/2001 5:37:30 PM
From: G_Barr
   of 6947
 
Anyone see this:

lightreading.com

Optical Fibers Go Active

--------------------------------------------------------------------------------

KVH Industries Inc. (Nasdaq: KVHI - message board) hopes to make a splash at OFC next week when it introduces a 40-Gbit/s optical modulator based on an all-fiber technology.

Reportedly, it's taken KVH three years to reach the heady heights of exhibiting at OFC. In 1997 the company purchased the intellectual property ownership of a proprietary optical fiber from Andrew Corp.. This includes the technology for making "D-shaped" optical fiber -- a fiber with a flat side -- which makes it possible to etch into the core of the fiber, according to Jim Dodez, KVH's vice president of marketing.

The next piece of the jigsaw to fall into place was the discovery in April 2000 of electro-optic polymers that could be modulated at speeds up to 100 Gbit/s. Larry Dalton, a professor at the University of Washington, whose research team made the breakthrough, is now on KVH's advisory board.

KVH removes a section from the core of the D-fiber and replaces it with a piece of electro-optic polymer, which it buys from Dalton's lab, says Dodez. Then, it makes a groove in the opposite side of the fiber from the flat of the D, and inserts an electrode. With no applied voltage on the electrode, the polymer remains clear. When a low voltage is applied, the polymer goes dark. This way, a data signal applied to the electrode is easily converted into an optical signal.

Plenty of other companies are using Dalton's materials (see Polymer's Progress ) so KVH will have strong competition in terms of the performance of its device. But other companies are spraying the polymer onto silicon chips, to make planar devices.

A simple head count of who is doing what might suggest that the planar approach is better than the all-fiber design. But Dodez thinks otherwise. "Since the optical signal never leaves the fiber core, the insertion loss of the modulator is reduced, permitting either increased span lengths or lower-power light sources," he says. He also believes that "ActiveFiber" as it is called, could have much higher manufacturing yields than conventional electro-optic chip processes -- though that's impossible to prove at this stage.

Later this year, says Dodez, KVH is planning to unveil other all-fiber products, including variable attenuators, tunable fiber Bragg gratings for add-drop multiplexers, and possibly NxN optical switches.

KVH claims it is one of the few companies that both makes its own fiber and manufactures components and systems. Its current product lineup comprises navigation systems, broadband satellite gear, and fiber optic gyroscopes. In 2000, KVH had operating revenues of $246,736 and net profit of $76,531.

— Pauline Rigby, senior editor, Light Reading lightreading.com

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To: G_Barr who wrote (759)3/15/2001 9:18:52 PM
From: robert b furman
   of 6947
 
Hi G,

Great post!!

This is exciting.Sector had previously said he had a huntch that KVHI would intro the modulator at the show.

I think this could be huge - I was wondering why the nice run up.

I'm thinking we need a little singing to go on here!!

Sector where are you ????

Bob

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To: robert b furman who wrote (758)3/16/2001 4:32:22 AM
From: unclewest
   of 6947
 
hi Robert,
i think there are many very valid reasons to be in this stock...i think the future potential of several products is quite awesome. i have traded out a coupla times and am now long again.
i do not count on much revenues from after market sales to boats and RVs...2 markets that are nearly dead right now.
just being realistic.
however the possibility of a proprietary product that is installed on every new vehicle is exciting.

clearly the optics are exciting too...but i have no handle on the products.
does anyone know how competitive kvhi's optical products are to corv, avnx or lumera? (a mvis subdivision)
tia,
uw

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To: unclewest who wrote (761)3/16/2001 5:05:17 AM
From: robert b furman
   of 6947
 
Hi Unclewest,

Product is in prototype phase. Conceptually a technology leaprfog in speed(up to 2 and 1/2 times faster than the high end physical capabilities of current known modulators) 40 gigahertz at initial start up and can go up to to 100 gigahertz at a Fraction of the cost. The new technology is much simpler to make with higher yields.

The announcement of the product being displayed at the show will be its debut. MAJOR ACCOMPLISHMENT!!

This is the first time we have a product - up to now it has been a concept.

This is a MILESTONE !! IMHO

Bob

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To: robert b furman who wrote (762)3/16/2001 9:29:24 AM
From: G_Barr
   of 6947
 
I agree Robert that this is exciting news. The CEO said during the last CC that there would be an announcement at OFC and that seems to be the case, although I didn't think KVH was at the point where they had a prototype yet. I guess we'll find out next week.

You have to like the timing of this lightreading article only days before OFC. I usually wouldn't care too much about short term price appreciation in a long term investment like this but KVH needs to raise more money to fund its new ventures so it would nice if some of this exposure moves the share price to a higher trading range so the next private placement is in the mid teens or higher.

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To: unclewest who wrote (761)3/16/2001 1:09:54 PM
From: RobertSheldon
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*does anyone know how competitive kvhi's optical products are to corv, avnx or lumera? (a mvis subdivision)*

You can shove a Powermux (AVNX) in front of the in-fiber modulators and do away with all sorts of "optical chips" (from BKHM, NUFO, and some emerging companies) and increase lambdas while utilizing very high data rates (>200 Gbps - existing materals limit the high end to 40 Gbps). This certainly gets in the way of Gilder's "wide and weak" paradigm. It should be renamed "wide and high" - I have spoken with him about this and they have visited KVHI. (I'm sure this will fly around the net and it will turn into GG wants to put it on his list - that's hooey) As you probably already know, AVNX basically obviates CORV's 160 channels.

Lumera's shortcoming is that they do not have a good path to market. KVHI has its fiber, existing products that will be integrated with the new polymers for greater performance and established relationships.

In short AVNX needs KVHI and AVNX surpasses CORV.

Hope this helps.

The cat is out of the bag.

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To: RobertSheldon who wrote (764)3/16/2001 4:54:46 PM
From: unclewest
   of 6947
 
Robert,
thanks for turning on the light for me.
uw

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