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To: david james who started this subject6/4/2001 7:49:58 AM
From: Roy F
   of 6936
 
KVH and STAGPARKWAY Team Up to Serve Nationwide Land Mobile Markets

America's Largest RV Parts and Accessory Distributor to Sell TracVision Satellite TV Antennas to the RV and Trucking Industries

MIDDLETOWN, R.I.--(BUSINESS WIRE)--June 4, 2001-- The KVH TracVision family, the world's best-selling mobile satellite television antennas, received another boost to its market leadership today as KVH Industries (Nasdaq: KVHI - news) announced a new working relationship with Atlanta-based STAGPARKWAY, the nation's largest distributor of parts and accessories to the recreational vehicle aftermarket. Through this relationship, TracVision systems will be marketed to more than 3,000 RV and truck dealerships nationwide.

``The addition of STAGPARKWAY's distribution, sales, and marketing capabilities further strengthens TracVision's position as the number one choice for in-motion satellite TV systems,'' declared Ian Palmer, KVH's vice president of sales. ``We are already beginning to see enormous benefits to our sales programs as more than three-quarters of STAGPARKWAY's initial sales have been to dealers who never offered TracVision products before. This represents a tremendous expansion of our marketplace and our potential sales.''

According to Mike McKay, vice president of sales and marketing for STAGPARKWAY, ``the TracVision product line is just what the RV consumer has been asking for - a satellite system that allows people to enjoy both their mobility and entertainment at the same time. RVers travel as families. Imagine a mom and dad driving down the road with their children snuggly seat belted-in, watching their favorite TV shows. No more `are we there yet' comments.''

Following the launch of the award-winning TracVision LM in 1999, the TracVision family has become the satellite TV antenna of choice aboard RVs, trucks, buses, and motor coaches. For entertainment on the move, the TracVision LM and the Digital Video Broadcast (DVB)-compatible TracVision L3 automatically find and track the satellite service of choice when the vehicle is in motion. A third member of the family, TracVision SA, offers automatic satellite acquisition once the vehicle has come to a stop. These roof-mounted systems are protected under a stylish, 14.5`` high, impact-resistant dome, are virtually maintenance-free, and ensure reliable, easy access to as many as 300 channels of digital satellite TV entertainment from such services as DIRECTV®, the DISH Network(TM), and ExpressVu.

``STAGPARKWAY brings a host of benefits that complements KVH's sales efforts and is committed to delivering unparalleled dealer and customer service and support,'' Palmer explained. ``TracVision antennas can now be shipped for next-day delivery to dealers across the country through one of their eleven distribution centers. In addition, our TracVision products will be featured in a variety of media pieces including an annual consumer and dealer catalog as well as several monthly direct mail flyers under the name of local RV dealerships. KVH is also drawing on the proven relationships that STAGPARKWAY has established during its 35 years of service to the RV aftermarket. Our sales representatives will be working with STAGPARKWAY personnel to expand TracVision's availability and exposure while providing the outstanding training and support that are synonymous with KVH products.''

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.

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To: Roy F who wrote (820)6/6/2001 9:11:24 PM
From: Sector Investor
   of 6936
 
Scroll down about 2/3 to see some good information on Lumera from today's MVIS shareholder meeting.

Message 15905673

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To: Sector Investor who wrote (821)6/7/2001 9:00:26 AM
From: robert b furman
   of 6936
 
Hi Sector,

If / when KVHI "HAS" a Commercial offering to sell in the modulator business,will signal a huge break out in the stock price.

Further accumulation will be expensive at that point.

When cheaper and faster modulators can be sold - it should really reduce the need for additional fiber to be layed.

Maximizing the existing optic systems will become the priority FOR ALL telecom players.It would seem like once the door opens - a huge rush to upgrade will occour simultaneously. This should be good for margins and exponential to both the top and bottom lines.

It would appear that KVHI's success in placing the private offerings is the best insurance policy and comfort factor that we investors could be given.

Barring an inability to perform ( which is quite contrary to their track record) this has been an easy stock to own.I have gradually added to this stock as I believe it has the greatest growth potential of any stock I'm aware of.

The most exciting part is - the timing is getting short.IMHO

Yesterday's trading (which hardly traded) is further encouragement of how powerful the rise will be when the word hits the street and the sales growth is simply anticipated not to mention becomes reality.

I'm way long this stock and the quietness of its trading is the most exciting thing happening.JMHO

If the number of modulators needed is right - my guess is a $3000 price is WAY LOW for a 40 mghz modulator.

Let's crank up the press releases about active fiber "ready for delivery".hehehe

Bob

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To: robert b furman who wrote (822)6/7/2001 9:09:28 AM
From: Sector Investor
   of 6936
 
Upticked and I did some back of the envelope figuring on Yahoo! last night, using the Lumera numbers.

messages.yahoo.com

messages.yahoo.com

messages.yahoo.com

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To: Sector Investor who wrote (823)6/7/2001 9:17:12 AM
From: robert b furman
   of 6936
 
Hi Sector,

I would think the ratio of 1/13 being 40gbps modulators would become old thinking as all participants opted for efficiency upgrades.

All in all very good numbers.

I would think the first year of production could ramp up quite a lot of manufacturing capacity.

Tinsley Park facility could become a very busy place - espeacially with 40-50 % growth in all FOGS.

We're going "To Da Moon"

Bob

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To: robert b furman who wrote (822)6/7/2001 9:24:08 AM
From: Sector Investor
   of 6936
 
<<If / when KVHI "HAS" a Commercial offering to sell in the modulator business,will signal a huge break out in the
stock price. Further accumulation will be expensive at that point.>>

I agree. People will have had almost 1 year after the announcement of the two new initiatives to do their in depth DD and slowly accumulate at low prices.

It's amazing though that all some people see is a stock that isn't moving, so they DON'T buy. Once KVH has everything in place, people wanting in will look back and say, "Gee, if only I had bought back then ...".

Well, I'm not one of them. I've been buying for over a year. <g>

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To: robert b furman who wrote (824)6/7/2001 9:28:56 AM
From: Sector Investor
   of 6936
 
Yes. I think that ratio (or something similar) would only hold for 2002. KVHI IS looking at the OC-192 market as well I hear. If they can make 40Gbps modulators, they can make any lower speed. it's just a matter of whether the market is there, and I'm sure they will see that it is.

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To: Sector Investor who wrote (825)6/7/2001 9:53:12 AM
From: robert b furman
   of 6936
 
Hi Sector,

My stock market Mentor used to say "the only time to get excited about a stock is when it looks like it can't go anywhere".

You,Roy,myself,and others on the yahoo thread,are truly long term accumulators.The fact that the public will only get excited when the allure of fast rising price action takes place - is what will put me in my new 60'Hatteras and you will be mortgageless at least.hehehehe

Bob

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To: robert b furman who wrote (827)6/7/2001 10:10:00 AM
From: Sector Investor
   of 6936
 
Value investing seems a lost art. Everyone seems into immediate gratification, or into scalping 1/4 or 1/2 points.

I bought a lot of MRVC when it fell to $6 (from $18-$20) pre-split back in 1998. NO ONE had a good word to say about them for many months. I sold it all in February 2000 in the triple digits for an average over a 20 bagger and started buying KVHI. I increased my position 5X in MRVC in April of this year when it fell to $5+, because it is set to do it again.

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To: Sector Investor who wrote (826)6/7/2001 11:06:01 AM
From: Roy F
   of 6936
 
Hi Sector, Bob, et al,

Question: Would the 40Gbps modulator work for the OC-192 market?

Regards,

Roy

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