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To: Sector Investor who wrote (893)9/18/2001 10:12:52 AM
From: Roy F
   of 6936
 
Hi Sector,

Perhaps even more pertenent to KVH was you next Yahoo! post:

messages.yahoo.com

Regards,

Roy

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To: Roy F who wrote (894)9/18/2001 10:29:52 AM
From: Sector Investor
   of 6936
 
Thanks, Roy. I forgot to cross post that one.

I think that Americans will change their vacation strategies. We had (believe it or not) an October trip planned to Washington DC. Now we will DRIVE east, but maybe see Niagara Falls, Toronto, Gettysburg, and places like that.

I used to enjoy driving trips, but long hours in the car is hard on passengers. I think it will be less so, if TV and Internet are available. We took a nice trip out west one year. I might just repeat that - but first I will buy a 2003 model van with a KVH antenna on it. <g>

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To: Sector Investor who wrote (895)9/18/2001 10:49:05 AM
From: Roy F
   of 6936
 
I agree, Sector, as your Yahoo! post suggested. We we're vacationing in Southern California on Tuesday. Needless to say, the uncertainty of air travel did nothing to relieve the stress associated with the WTC attack.

It will be unlikely that I'll ever get my wife to fly again, in fact, when we finally found out our Thursday morning flight was canceled, we rented a car and drove the 1200 or so miles home. Brutal trip physically, but relatively stress free on a relationship basis.

The internet and television would have greatly enhanced the journey, to say the least. KVH's position has been greatly enhanced by recent developments... now let's get those products out there to give the public the options they need.

Roy

ps: I think they'll work in my new Durango.. sorry, Bob. gg

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To: Roy F who wrote (896)9/18/2001 11:17:00 AM
From: Sector Investor
   of 6936
 
<<we rented a car and drove the 1200 or so miles home. Brutal trip physically, but relatively stress free on a relationship basis.>>

Yes. But you were hurrying home. If that trip had been a leisurely vacation, stopping here and there, it would have been more pleasurable.

When KVH low profile antennas start appearing on vans next year, I think people will find it very appealing. If you had taken that trip NEXT YEAR, you might find your wife sitting in the back instead of next to you - and less eager to spell you at the wheel! <g>

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To: Sector Investor who wrote (897)10/7/2001 12:09:49 PM
From: Sector Investor
   of 6936
 
Recently, on Yahoo! someone asked this question.

<<Not bashing but being realistic. If the government announcing a huge increase in the defense budget doesn't do anything for this stock, what will?>>

I posted this reply.

messages.yahoo.com

Comments?

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To: Sector Investor who wrote (898)10/8/2001 8:40:25 AM
From: Roy F
   of 6936
 
Hi Sector,

I'll take a shot... first, I'll note that there have been no press releases from KVH, other that quarterly reporting and a personnel announcement, since July 18th. Clearly, there may be issues involving national security regarding some products.

Several things could happen at any time.

1) Announcement of the Current Sensor product shipping for revenue and the identity of their partner, who Martin said in the last CC is one of the top three electrical equipment providers in the world. Such an announcement is expected sometime in Q4. GMs for this new product were stated by Martin to be in the 50%-60% range in the last CC, and because all the sales are to one customer they don't have significant advertising/marketing expense, so this will be one of the highest profit products KVH has.


This is the kind of solid business needed in times like these... unspectacular, but solid. Given KVH's conservative nature, I expect this to become a large part of their business. Martin has a history of delivering on his promises in a timely manner, and I expect that will be the case this time. Sales of a new product take time to ramp up, but this is a good place to be, IMO.

2) Announcement that the new optical modulator is available and being tested. This is expected by Q1 2002.

Once again, the schedule announced. Who is the potential customer? ...that is, with whom can we affilliate KVH's future in this venture? KVH always talks with industry when developing a product, so I would certainly expect that to be the case this time. Who it is will likely be as important as the technology.

3) Announcement that the Mobile Broadband product is available. This is also supposed to happen by January. Per the CC, it should be in testing right now.

Defining the product and the market will be important. The initial release will likely be for minivans and SUVs. Child entertainment will be desireable during errands and trips. Road trips may become more prevalent.


4) Announcement that KVH is returning to profitability. This is expected by Q1 2002 or earlier.

No comment needed, although an early arrival of profitability would be a pleasant surprise.

5) Announcement of new significant military contracts. The Digital Battlefield Initiative contract has been awaited for some time now. They were apparently close to getting it, as Rep. Kennedy put out a P/R on it, but for some reason (probably Clinton military cutbacks) KVH hasen't received the contract yet.

The 9/11 tragedy and the increased funding, plus TacNav now being "designed in", plus recognition by the military that GPS can be blocked by an enemy, practically guarantees that KVH will get this contract. Rep. Kennedy's P/R valued the contracts at $95 million. Last year, military was only $12 million or so of their $30 revenue. A major contract like this could significantly change this for 2002. Here was the Rep. Kennedy P/R from 1999.

house.gov

Take your pick. Any one could move the stock, but ALL are expected to occur soon.


I, too, expect the military side of the business to pick up, but I expected that prior to the WTC attack. The military side of the business could take more of KVH's attention than anticipated, but shouldn't significantly delay any of their other initiatives.

My final comment will be a repeat of the first. If you notice, each of your 5 points start with Announcement. The reason the stock price is where it is, IMHO, is, at least partially, that we haven't heard anything from them in an entire quarter. I'm not suggesting that they put out PR just to say 'Hi', but a company that derives its stock price from future prospects, things in development and initiatives that are controlled by their secret partners, leave KVH investors in the dark. In a market like this, it's easy to lose one's patience with a dwindling stock price, regardless of the potential.

I'm not complaining, but lack of communication isn't helping our stock. Too bad there's nothing to say...

Long,

Roy

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To: Roy F who wrote (899)10/8/2001 9:23:52 AM
From: Sector Investor
   of 6936
 
<<If you notice, each of your 5 points start with Announcement. The reason the stock price is where it is, IMHO, is, at least partially, that we haven't heard anything from them in an entire quarter. >>

Exactly. Thanks for the reply.

<<Too bad there's nothing to say...>>

YET.

I'm sure they will have plenty to say before the end of the year. KVHI is priced as if all 5 of those items will never occur. The chance of that is extremely low. Any one moves the stock higher. All five (with as you say large customers) takes us much higher. The stock is priced for failure, but my analysis says they will succeed on at least most of these items - which is why I continue to buy.

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To: Sector Investor who wrote (900)10/9/2001 10:23:36 AM
From: Roy F
   of 6936
 
OT: Taliban claiming air war victory...

Nearly 100 Tomahawk sorties flown, none returned safely to base.

LOL

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To: Roy F who wrote (901)10/15/2001 5:08:59 PM
From: Sector Investor
   of 6936
 
From Yahoo! Apparently received from KVH by mail and transcribed to Yahoo! posts, but it did not make the newswires or website.

First, here is a bit about the specific kind of ship mentioned, the Combatboat 90H.

<<In some countries coastal guns and missiles are the responsibility of naval infantry or marines and in Sweden the Coastal Artillery is an elite formation with its own amphibious capability. This capability includes the 30 k Gruppbåt raiding craft and the Combatboat 90H raiding craft which is capable of lifting 20 troops.>>

The Press Release

Swedish Navy Selects KVH GyroTrac as its New Digital Compass Solution

Cost and Superior Performance of Award-winning Digital Compass Key Factors in Purchase Decision

Middletown, RI - October 9, 2001 - KVH Industries (Nasdaq:KVHI) today announced that the Swedish Navy has ordered the KVH GyroTrac gyro-stabilized digital compass for use aboard its Combatboat-90H series of vessels. GyroTrac will become an integral part of each vessel's advanced navigation system as its gyro-stabilized digital compass provides precise heading data for the crew and other onboard navigation systems.

"We are extremely pleased that the Swedish Navy has selected GyroTrac as its digital compass solution," said Jim Dodez, KVH's vice president of marketing. "Compass accuracy and durability are critical for military and law enforcement applications, such as on board the Swedish Combatboat-90H. With the ability to perform on vessels at higher speeds and turn rates than ever before, GyroTrac is the ideal compass solution for these fast, extremely maneuverable vessels."

Even in the heaviest seas where location and orientation are constantly changing, ByroTrac continually measures and compensates for vessel motion to provide accurate heading data. Consistently stable heading at high speeds and in all sea conditions is provided by a combination of KVH's innovative digital magnetic compass and three-axis gyro stabilization. The self-compensating digital magnetic compass provides a drift-free, long-term heading reference accurate to better than one degree. Momentary compass errors due to shock and sudden accelerations are eliminated by GyroTrac's three-axis rate gyro stabilization.

"It is our understanding that GyroTrac's outstanding performance and affordability were key factors in the Swedish Navy's decision to replace the electronic compasses currently on board the Combatboat-90H with our system," explained Dodez. "GyroTrac is a remarkably reliable compass system, featuring solid-state components
that increase accuracy, speed, and turn-rate capabilities, while virtually eliminating system maintenance and noise in the GyroTrac magnetic compass. The result is both an incredibly stable electromagnetic compass and a very economical gyro."

The self-calibrating GyroTrac offers user-selectable digital and analog outputs, allowing the system to interface easily with other onboard electronics and providing mariners with a single central heading device that can output Magnetic or True North data. Compass errors that often cause many autopilot "steering problems" are dramatically reduced or totally eliminated with the GyroTrac's stable accurate heading information is also the ideal input for North-up/ARPA radars.

The GyroTrac sensor is sealed within a completely watertight sensor box design that can be installed in a variety of convenient locations. A single, professional-grade cable connects the box to the Advanced Digital Control Unit (ADCU), a below-deck "brain" that offers a two-line display, intuitive menus, and push buttons for the user interface, complete configuration control, and data input and output slection. The ADCU also functions as the system junction box so installation, service and connections to other navigation systems are simple. Optional display units make the data clearly visible at all times to captain and crew.

GyroTrac was named Best Gyro Compass in 1999 by the National Marine Electronics Association (NMEA). The system was introduced by KVH in 1999 as the successor to the company's popular Azimuth Digital Gyro Compass, which won the same NMEA Best Gyro Compass award in 1998.

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: david james who started this subject10/16/2001 9:41:21 AM
From: Roy F
   of 6936
 
KVH Industries to Host 3rd Quarter Conference Call on October 23, 2001

October 16, 2001 07:32:00 AM ET

MIDDLETOWN, R.I.--(BUSINESS WIRE)--Oct. 16, 2001--KVH Industries, Inc., KVHI will announce its third quarter financial results on Tuesday, October 23, 2001. In conjunction with the release, the company will conduct its investor conference call at 11:30 a.m. ET, hosted by Martin Kits van Heyningen, president and chief executive officer, and Richard Forsyth, chief financial officer.

A live broadcast of the call will be available online on the KVH website at http:/www.kvh.com/company. In addition, an audio replay of the call will be available on the website for 30 days.

KVH Industries, Inc., is an international leader in developing and manufacturing innovative, mobile, high-bandwidth satellite communications systems, tactical navigation products, and fiber optic sensors and components. Its corporate headquarters are located in Middletown, Rhode Island.

Contact Information:
KVH Industries, Inc.
Richard Forsyth, Chief Financial Officer
401-847-3327
or
Morgen-Walke Associates
Jolinda Taylor or Kristian Svindland
617-747-3600

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