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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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To: Roy F who wrote (829)6/7/2001 11:42:46 AM
From: Sector Investor
   of 6936
 
<<Would the 40Gbps modulator work for the OC-192 market?>>

Yes, but maybe not without a bit of tweeking.

The polymer materials were tested at 1GHz intervals from 0 to 113GHz in 1GHz increments. I don't know if it simply a matter of feeding it a 10Gbps electronic data stream instead of a 40Gbps stream, or if something inside the modulator has to change as well.

One thing I am pretty sure of though, is it wouldn't be difficult to do. I'm pretty confident they will offer a 10Gbps product along with the 40Gbps one, assuming the market and ROI is there, which sure seems to be the case. The same goes for the OC-48 market, if there is money still to be made there.

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