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To: Roy F who wrote (771)3/19/2001 9:41:45 AM
From: G_Barr
   of 6935
 
Here's a third press release that seems to suggests they will be selling their fiber itself. Yet another revenue stream.


KVH Industries Introduces Elliptical Core Polarization Maintaining Fiber
E-Core PM Fiber Now Available for Delivery for Fiber Splicing and Pigtailing Applications
MIDDLETOWN, R.I., Mar 19, 2001 (BUSINESS WIRE) -- KVH Industries (Nasdaq: KVHI chart, msgs) introduced its E-Core(R) polarization maintaining fiber today at the Optical Fiber Communications (OFC) Conference in Anaheim, California. E-Core fiber offers a number of advantages, including high polarization maintaining ability (greater than 40 dB-m) and low sensitivity to stress and temperature. These features make E-Core fiber ideal for fiber splicing and "pigtailing" to other optical components in applications where preserving the state of light polarization is critical to the operation of the device.

"The geometrical birefringence created by the elliptical core is the key to the E-Core fiber's outstanding polarization-maintaining abilities," explained Sid Bennett, KVH's vice president of fiber optic business development. "Because of its design, it is able to maintain its polarization and low-loss characteristics when exposed to physical stresses and temperature-induced changes far better than PM fiber created using stress-induced birefringence. It is the E-Core fiber's stability that makes it an excellent choice for pigtailing optical components."

The elliptically shaped core region within an E-Core fiber has a significantly higher index than the surrounding cladding, creating the geometrical birefringence necessary to maintain the polarization of the light within the fiber. The E-Core fibers are manufactured using high-grade silica materials and various high-purity dopants. A dual UV-cured acrylate coating is applied to standard fibers, thereby preventing moisture from penetrating the fiber, preserving its strength, and improving its handling characteristics.

With more than 20 years of fiber optic experience and 70+ patents, KVH Industries, Inc. is one of the few companies to make its own fiber as well as manufacture components and systems. Using its E-Core(R) polarization maintaining fiber, KVH manufactures an array of fiber optic products, including fiber optic gyros, high-voltage current sensors, and optical networking components. KVH is also a leading provider of innovative high-bandwidth mobile satellite communications products and navigation systems. An ISO 9001-registered company, KVH has headquarters in Middletown, Rhode Island, with a fiber optic manufacturing facility in Tinley Park, Illinois, and a European sales, marketing and support office in Hoersholm, Denmark.
Contact:

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To: G_Barr who wrote (772)3/19/2001 11:07:39 AM
From: Sector Investor
   of 6935
 
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 6935
 
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 6935
 
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 6935
 
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 6935
 
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 6935
 
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 6935
 
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 6935
 
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 6935
 
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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