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To: voop who wrote (866)7/19/2001 8:28:00 AM
From: robert b furman
   of 6947
 
Hi Voop,

Thanks for the link. I checked it at about 6:00 a.m. and it wasn't loaded yet.

This is a wrong way to look at a company,but given the huge commitment made to R&D, and in light of the private placement, here goes:

Their business is up 10 for satellite products vs last year(last year sales were up huge so the momentum continues)

Sales are up 36% in fog and a year ago fog was what was keeping us in the red.So fog now is the revenue driver.

All in all,take out R&D and the company would be in the black.That would've been a major win last year.I know you can't take out R&D as it is a requirement of any tech comp..

Looks like the chemical clean room in Tinsley Park takes out any conversation of having a conflict with Lumera for claiming any income on Mr Dalton's proprietary chemical/plastics utilized within the "active fiber".

Lastly I'm impressed that Kvhi might have a Phase Array that will be available for use on automotive application by the end of the year.This is one of those gizmo's that I just can't even guess how it works.A live phase array that can capture a signal from a satellite and is only 1 inch above the roof of a car.I'm guessing it uses fiber and is a circle configuration that tracks as a vehicle turns.How something that flat can attract and capture a dbs signal - well I've just got to see it to figure it.

That's what I love about this Company. They challenge my imagination with science.Then when they finally accomplish it - the quality is flawless.

When I visited the R.I. facility,I asked the production manager how they handled warranty - He vapor locked for about 5 seconds. He finally said "I don't think we've ever had that happen".


I loved it. EXCUSE ME - I'm just a General Motors Dealer and they don't quite yet have me thinking 6 sigma.I was humbled to not be where they are.

Combine equity capital, with Kvhi scientific inovation - add a dose of patience and we've got capital gains.

You just have to believe.


Bob

Edit:Not too many companies have more than tripled their backlog over the last year either- that IS STRONG in anybody's book(14.6 million in 01 vs 4.6 million in 00)

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To: Roy F who wrote (867)7/19/2001 8:34:50 AM
From: robert b furman
   of 6947
 
Hi Roy,

You've got to be quick these days.Just put my post out there -would like you're take.

Live Phase Array by year end! Modulators and current sensors still in the kitchen.gg

Bob

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To: robert b furman who wrote (869)7/19/2001 10:28:49 AM
From: Roy F
   of 6947
 
Hi Bob,

I'm a little slow on the trigger, but posted anyway because I couldn't get a convenient load on that link.

I agree with your assessment and share your enthusiasm. As I wrote a few days ago, I didn't have expectations for a ground shaking Q. KVH continues to work to carve out its niche in the selected arenas, while continuing to grow their existing businesses in a rough climate. Growth with potential for much more growth, not a bad combination.

I continue to wait for information regarding the current sensor, perhaps on the CC we'll learn something. Not that it's the only game for the company, but it is a new use for a product they already have, and thus a bonus of sorts. I always enjoy the new uses they seem to come across after inventing some gizmo... fertile minds and imagination (intellectual.... property) are a big asset for KVH.

I think the existing businesses will continue to grow, perhaps even thrive. The military business (we're global!) seems to be picking up, and the government is apparently destined to throw more money in the pot, which should be a plus.

While, I assume, progress is being made in all known areas, I'm trying to temper my wide-eyed view of the company until we see the bottom line... sales. Perhaps I'm just impatient waiting to see who's going to use these inventions.. who will be our partners in these various businesses? It's not nearly as dark out there as it used to be... and seems to be proceeding according to plan.

Regards,

Roy

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To: robert b furman who wrote (869)7/19/2001 10:49:20 AM
From: hamsandwich
   of 6947
 
Bob,

I'm a little concerned about this gem from a charthugger standpoint. Breaking 6 means breaking the bottom bollinger band and heading further down IMO. The break of 6 is the first time (I think) this calendar year; granted it breaking on small volume, but that is little consolation. A close below 6 on the weekly would be bearish and leave 6 as resistance. Also, the uptrend line from April 2000 appears to have been broken of late.

stockcharts.com

All that being said, MACD, Stoch., and Williams have been reflecting a sell for a while, so may be about ready to turn up. Da bears are quick to remind that these numbers can stay oversold/down in a market which is trending down.

So, what am I trying to get at? I'm buying more at 5.

regards,

ham

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To: hamsandwich who wrote (871)7/19/2001 11:09:24 AM
From: robert b furman
   of 6947
 
Hi Ham,

I think the key,which you've pointed out is the volume.Kvhi seldom if ever has any volume - that will come much later.ggg

There are very few sellers here and very few buyers as well.

All in all,I thought the qtr went well.All old products are selling well in an extremely difficult marketplace for anyone.

The company has stated they would spend aggressively to accelerate the build out of new products.They're doing it.No news that is bad news.All news is good news.

Overall market is shaking out some weak holders.Take advantage of the discount and buy some more at a great price(well below where some big funds paid -that's for sure)


Bob.

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To: Roy F who wrote (870)7/19/2001 11:12:30 AM
From: robert b furman
   of 6947
 
Hi Roy,

I always enjoy your calm,well thought viewpoint.We will prosper with this investment - with patience.


Thanks

Bob

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To: robert b furman who wrote (873)7/19/2001 11:14:04 AM
From: Roy F
   of 6947
 
... but, sometimes I can't help feeling like a kid on Christmas morning. gg

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To: robert b furman who wrote (873)7/20/2001 11:19:49 AM
From: Roy F
   of 6947
 
Hi Bob,

After listening to the CC, MKVH indicated that the current sensor and partner would be announced around the end of this year. Apparently the agreement includes the announcement protocol.

From the earnings press release:

``Most significantly, we continue to develop research collaborations directed at developing polymer materials for use in these products,'' remarked Mr. Kits van Heyningen. ``Our goal is to develop and manufacture entirely proprietary material, securing our unique position in the industry and guaranteeing us a continuous source of polymer supply.''

Here's a link to Sector's recount of the CC regarding this matter:

messages.yahoo.com

CC text with Sector's emphasis added:

"But our most significant news is that we submitted a Patent application for an ENTIRELY NEW FORM OF CHROMOPHORE DOPED POLYMER.

In conjunction with a leading research group, WE HAVE IDENTIFIED A MATERIAL that we believe will have GREATER TEMPERATURE STABILITY, BETTER ELECTRO-OPTIC COEFFICIENTS, AND A LOWER DRIVE VOLTAGE than ANY POLYMER CURRENTLY AVAILABLE.

MOST IMPORTANTLY, this would be AN ENTIRELY PROPRIETARY MATERIAL that would be MANUFACTURED BY KVH, GUARANTEEING US A CONTINUOUS SOURCE of Chromophores and polymers.

Overall I'm extremely pleased with our progress and we are STILL ON SCHEDULE to be DELIVERING SAMPLES IN THE SECOND HALF OF THIS YEAR."

Another feather for the KVH hat?

Regards,

Roy

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To: Roy F who wrote (875)7/20/2001 6:25:24 PM
From: robert b furman
   of 6947
 
Hi Roy,

It is so exciting that it becomes difficult to wait.

The size of the current sensor market is 450 million and KVHI could dominate it(with patent protected fogs).Now I'm sure 100 % penetration wouldn't happen in one or two years - but that's a huge market. Best of all it's just around the corner (with in 6 months).

Then the modulator business. Well I'm very impressed they will build their own chemical lab in Tinsley park.

I have a hard time thinking just how volatile the stock's price could be if these projects all catch and only 25 % penetration occurs.

But we must take one step at a time - and that will require patience.Let's just h0ope we look back and wonder why we didn't mortgage the house.ggg

Bob

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To: robert b furman who wrote (876)7/21/2001 6:42:13 AM
From: Roy F
   of 6947
 
Good morning, Bob,

Yes, the current sensor market in KVH dollars is $450mm, and they're pricing their product at a considerable savings to the existing products.

As for the modulator, I was glad to hear MKVH say that the 40 would work for the 10. As Sector and I discussed previously, the product will be almost irresistible. KVH can sell the 40 for less than the current price of the 10 and still make a killing. The purchaser has a product that won't require an up-grade till the next generation (160?) comes along. My guess would be that they'll have that one well ahead of the competition, too.

As is the case with any new product, acceptance will likely require more patience.. but, it's hard to believe what KVBH is offering won't be extremely attractive in the marketplace.... cheaper... faster... and first. Hmmm, not bad, not bad at all.

Roy

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