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To: G_Barr who wrote (772)3/19/2001 11:07:39 AM
From: Sector Investor
   of 6936
 
Yes, but KVHI makes TWO kinds of optical fiber.

This should be an easy new revenue source for them, as they currently routinely produce fiber as needed. This comes at a time when they want to increase revenue to fund and accelerate the two new initiatives. This makes excellent sense.

Here is my post on Yahoo!

messages.yahoo.com

Yahoo! is the more active thread, and I assume everyone is reading it as well. If not, you are missing 80% of the information.

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To: Sector Investor who wrote (773)3/20/2001 10:55:10 AM
From: Sector Investor
   of 6936
 
From the Yahoo! thread.

messages.yahoo.com

messages.yahoo.com

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To: Sector Investor who wrote (774)3/20/2001 1:06:39 PM
From: Sector Investor
   of 6936
 
OFC Day 1

messages.yahoo.com

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To: Sector Investor who wrote (775)3/22/2001 8:15:54 PM
From: Sector Investor
   of 6936
 
Here are several of my Yahoo! posts from the last two days. There is much interesting reading here.

messages.yahoo.com

messages.yahoo.com


The following are excerpts from the Lumera presentation last October 30th.

1) messages.yahoo.com

2) messages.yahoo.com

3) messages.yahoo.com

4) messages.yahoo.com

5) messages.yahoo.com

6) messages.yahoo.com

7) messages.yahoo.com

8) messages.yahoo.com

9) messages.yahoo.com

10) messages.yahoo.com

11) messages.yahoo.com

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To: Sector Investor who wrote (776)3/22/2001 8:40:09 PM
From: Sector Investor
   of 6936
 
KVH made LightReading's list of hot products from OFC!

post.messages.yahoo.com

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To: Sector Investor who wrote (777)3/22/2001 9:15:22 PM
From: Sector Investor
   of 6936
 
From Yahoo!

messages.yahoo.com

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To: Sector Investor who wrote (778)3/24/2001 9:21:02 AM
From: Sector Investor
   of 6936
 
Projections for the next four years for optical components is very important to me, as a KVHI investor.

Look at what Corning said on Tuesday of this week:

Corning expects demand in fiber and photonics markets to grow

<<Photonics Market To Be $30 Billion By 2004

Dr. Gerald J. Fine, executive vice president and general manager of Corning Photonic Technologies, presented Corning’s overview of the worldwide market for photonic components. Fine stated that Corning expects the worldwide photonics market to grow by approximately 10% to 30% in 2001.

"The slower growth rate this year reflects softening economic conditions in a number of important regions globally. While we are not immune to short-term economic fluctuations, we are aimed squarely at a high-growth, long-term market that we believe is very robust," he said.>>

<<Over the NEXT FOUR YEARS, Corning expects the long-term worldwide photonic components market growth to remain strong. Fine continued his presentation by detailing Corning's short- and long-term projections for the photonics market.

"We expect the long-haul market to have a compound annual growth rate (CAGR) of about 50% between 2000 and 2004," he said.>>

<<"On average we expect demand for bandwidth to increase at more than 100% per year FOR AT LEAST THE NEXT 10 TO 15 YEARS. "We are targeting a robust, high-growth market, and THE CURRENT SOFTNESS DOES NOT DETRACT FROM THE ATTRACTIVENESS OF THE LONG-TERM PICTURE," he said>>


fiberopticsonline.com{B6E2E4B3-1D1D-11D5-A770-00D0B7694F32}&Bucket=Industry+News

Wow! If something doubles 10 times (100% growth in demand for 10 years), it is 1,024 times larger than today!

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To: Sector Investor who wrote (779)3/28/2001 12:36:23 PM
From: Sector Investor
   of 6936
 
There is a thread on KVHI at Metamarkets.com, to which I have contributed a few posts as well as another KVHI investor. They appear to be ready to take a close look at KVHI. I think they will like what they see.

If anyone would like to read the 11 posts, here is the link:

community.metamarkets.com

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To: Sector Investor who wrote (780)3/28/2001 2:30:23 PM
From: hamsandwich
   of 6936
 
Sector,

Thanks for the continuing links to other boards. It is very helpful to me, as I don't check the yahoo or others much these days.

KVHI is holding up quite well in today's downdraft. It is a little speck of green on my otherwise red screen.

ham

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To: david james who started this subject3/29/2001 9:51:48 AM
From: Roy F
   of 6936
 
Featherlite Selects KVH TracVision L3 as Standard Equipment on Motorcoaches

March 29, 2001 09:30:00 AM ET

MIDDLETOWN, R.I.--(BUSINESS WIRE)--March 29, 2001--Featherlite, Inc. FTHR the largest luxury bus conversion manufacturer in the United States, has chosen KVH Industries, Inc., KVHI as its primary supplier of in-motion satellite television systems. KVH's TracVision(R) L3 will be offered on all new 2001-2002 Featherlite Vantare(TM) and Featherlite Vogue(TM) motorcoaches, as well as being offered as a retrofit product through the Featherlite service centers.

TracVision L3 is a vehicle-mounted, low-profile antenna that delivers satellite television and audio from DIRECTV(R), the DISH Network(TM), or other high-powered DVB-compatible satellite systems worldwide while the vehicle is in motion. These new satellite services provide hundreds of stations of exceptionally high-quality digital programming throughout the continental United States and in parts of Mexico and Canada. Programming includes news, sports, weather, movies, and other entertainment commonly found on cable TV systems. In addition, there are dozens of channels of commercial-free CD-quality music catering to almost every taste as well as Internet-style data broadcast services.

Conrad Clement, Featherlite's president and CEO, explained the selection of KVH and the TracVision L3, "We select the most innovative and reliable equipment available to complement our Featherlite Vantare and Featherlite Vogue motorcoaches and help make them the finest vehicles available. The KVH TracVision L3 product has virtually eliminated any problems we ever had with other in-motion satellite television systems. We strongly recommend them with every coach we sell."

Featherlite is the largest manufacturer of bus shell conversions and high-end luxury motorcoaches in the United States. Bus shell conversion motorcoaches are the most luxurious of all recreational vehicles. They represent a unique market niche, with selling prices ranging from $400,000 to $1,000,000 or more. The Featherlite Vogue and Featherlite Vantare motorcoaches offer customers the ultimate in luxurious accommodations, appointments, features, and amenities. Customers for these coaches include entertainers, sports teams, coach leasing companies, and corporations, as well as affluent individuals.

"Featherlite is committed to producing the finest luxury motorcoaches in the world," said Jim Dodez, KVH vice president of marketing. "They worked closely with us, providing their specific requirements during the design of our original land mobile antenna system. We consider their selection of our new TracVision L3 as standard equipment on their Featherlite Vantare and Featherlite Vogue motorcoaches to be a real tribute to the quality and performance features KVH has designed into its land mobile satellite television systems."

Operation of the TracVision L3 is totally automatic. While the vehicle is in motion, the TracVision L3's gyro-stabilized antenna accurately and continually tracks the satellites that broadcast television services. At the same time, KVH's integrated DVB technology provides instant and foolproof identification of the satellite being tracked, ensuring that TracVision L3 provides an uninterrupted lock on the satellite transmission. Another benefit of its DVB compatibility is that the system will even switch to a second satellite when necessary to receive local or premium programming broadcasts from a different satellite at another orbital location. With its minimal 14-1/2" height and 32" diameter footprint, TracVision L3 is an attractive addition aboard most vehicles. Nationwide service is available through an extensive national support network.

KVH Industries, Inc., is a leading provider of innovative high-bandwidth communications products. Using proprietary fiber-optic and satellite antenna technology, the company is developing next-generation systems with greater precision, durability, and versatility for communications, navigation, and industrial applications. An ISO 9001 registered company, KVH has headquarters in Middletown, Rhode Island, with a fiber-optic manufacturing facility in Illinois, and a European sales, marketing, and support office in Hoersholm, Denmark.

For further information, please visit the KVH Industries web site at www.kvh.com or contact the company at: KVH Industries, Inc. 50 Enterprise Center, Middletown, RI 02842, via phone: 401-847-3327, or via fax: 401-849-0045.

© 2001 BusinessWire

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