SI
SI
discoversearch

   Technology StocksKVH Industries, Inc.


Previous 10 Next 10 
To: Roy F who wrote (802)4/20/2001 8:27:57 AM
From: robert b furman
   of 6935
 
Hi Roy,

Just returned from being on the road "buying cars".Must listen to the call and will get back to you.

Thanks

Bob

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: robert b furman who wrote (803)4/21/2001 12:55:52 PM
From: Sector Investor
   of 6935
 
From Yahoo! A KEY part of the Q&A is highlighted. Good job!

messages.yahoo.com

AND I added a comment also

post.messages.yahoo.com

Share RecommendKeepReplyMark as Last ReadRead Replies (2)


To: Sector Investor who wrote (804)4/23/2001 4:32:45 AM
From: Pink Minion
   of 6935
 
Anybody hear when they think they might be profitable?

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Pink Minion who wrote (805)4/23/2001 9:26:53 AM
From: Sector Investor
   of 6935
 
<<Anybody hear when they think they might be profitable? >>

The rapid rise in R&D is temporary, as they have elected to use consultants. Martin said the bulk of that will be in the first half of 2001, after which they concentrate on getting ready for production of the new products..

Martin reaffirmed at least $39 million in revenue in 2001. They did $8 million in Q1, leaving $31 million. Since Q2 and Q4 are the strongest quarters, this will probably breakdown as something like $10+M, $9M, $11+M, the rest of this year. The problem is a quick calculation shows that during this temporary high R&D and S&M period they need about $12 million to break even, whereas they were profitable in Q4 2000 at $8+ million.

That higher breakeven number should drop back next year, and revenue should rise significantly next year, as Martin said that the new modulator, the new ultra low profile antenna, and the current sensor ALL will be in production for revenue in January 2002.

So, probably two-three more quarters of small losses. They will have entered two MULTI-BILLION DOLLAR markets, using only a total of $15 million funding, and not all of that is likely to be spent. Some people might be thinking of waiting to buy here, but I don't think the price will be this low later in the year.

Share RecommendKeepReplyMark as Last Read


To: Sector Investor who wrote (804)4/24/2001 7:29:53 PM
From: hamsandwich
   of 6935
 
Hey Sector (or thread),

Thanks, as usual, for the links.

I have a question re: reliability of the polymers used by KVH. A fairly insightful poster on another thread suggested cause for concern as far as the long term reliability of electro-optic polymers, specifically as reliability is necessary to meet the needs of the telcos. I have been meaning to do some research myself but the job has kept me from doing much digging (I really have to ditch my day job!).

Do you have a link/site/other suggestion as to a resource I might look at regarding reliability of polymers?

Thanks in advance.

ham

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: hamsandwich who wrote (807)4/24/2001 11:42:35 PM
From: Sector Investor
   of 6935
 
<<Do you have a link/site/other suggestion as to a resource I might look at regarding reliability of polymers?>>

Sure. Off the Lumera website are several Dr. Dalton white papers. If the answer is not in those, there is a long list of referenced papers in the appendices. I see one (#13) that talks about "highly stable ...".

lumera.com

Please post your findings.

Whatever you think the issue is, remember that it is probably less of a problem for KVH. Lumera and others have to make planar optical microchips work with the materials. KVHI just has to use a tiny bit in the core of about 1" of optical "D" fiber. The problems with the polymers are not the same. Lumera's challenge is much more difficult.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Sector Investor who wrote (808)4/25/2001 7:36:26 AM
From: robert b furman
   of 6935
 
Hi Sector,

With tiny bits of electricity.Adds to the stability characteristic.

Bob


Waiting with baited breath for a commercial modulator available for sale announcement. When that happens cheap KVHI stock will be history.


Bob

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: robert b furman who wrote (809)5/2/2001 11:15:34 AM
From: Sector Investor
   of 6935
 
KVHI listed prominently in a list of 40Gbps optical components in a LightReading article.

Here is the list of vendors

lightreading.com

Here is the full article

lightreading.com

Here is more detail on 40Gbps from a link in the full article

lightreading.com

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Sector Investor who wrote (810)5/8/2001 4:38:24 PM
From: Sector Investor
   of 6935
 
There is only one OFC per year. Lumera missed this year's. Next year, when they are announcing, I bet KVHI will be demonstrating 40Gbps transmission at their booth. A live demonstration is a must, IMO. If they do it with the cover off, it would be great!

Here, already is planning for next year's OFC.


KVHI has a quad size booth already reserved - #6415. Click on 2002 floorplan. Then scroll down to their name and doubleclick it. No Lumera, as of yet.

osa.org

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Sector Investor who wrote (811)5/8/2001 4:56:21 PM
From: robert b furman
   of 6935
 
Hi Sector,

Great sleuthing.ggggg


Bob

Share RecommendKeepReplyMark as Last ReadRead Replies (2)
Previous 10 Next 10 

Copyright © 1995-2017 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.