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To: Roy F who wrote (913)10/24/2001 8:08:31 AM
From: robert b furman
   of 6936
 
Hi Roy,

Yup I'm here. I must be certifiable - but I had to average down.I picked up some more stock while it dipped into the 4's.

I really like the idea of being the exclusive seller of Internet BVD.This is like being the first person to talk to about buying your merchandise.This is a great ploy.

I'm not real concerned about KVH becoming the retail leg - in this sector they have already established themselves as the retail leg.Heck if they sold 100 dish contracts - the monthly commissions would add to the bottom line AND you'd gain market share over competing entries.

It's a lousey way of looking at it but Kvh's R&D exceeded the loss. I think it is exciting that R&D have peaked.

Now(

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To: robert b furman who wrote (916)10/24/2001 8:28:21 AM
From: Roy F
   of 6936
 
Hi Bob,

...and once again, kudos on your shrewd move. Before long your average will be microscopic.

The CC seemed very upbeat and all initiatives appear to be on track. We should be hearing about the current sensor before year end. The FO and antenna projects are on course... what would you expect from KVH. >gg< Seemed to be some new blood on the inquiry side of the call, as well.

I think we'll get a pretty good bump in the military side of the business when Congress gets a chance to pass the defense spending and anti-terrorist legislation... but that's a secret. Or, should I say that MKVH was unable to go into any detail on the business prospects on the military side.

2002 should be a good year for KVH. Even the FO initiative is unaffected by the recent downturn in the sector, since it's basically pointed toward the next generation.

Good the read from you.

Roy

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To: Roy F who wrote (917)10/24/2001 8:51:47 AM
From: robert b furman
   of 6936
 
Hi Roy,

My keyboard locked up.Must be my lightning speed typing!hehehe

This internet BVD on land and sea is perhaps the best exposure KVH could get.Any one out there doubt the internet is big?

If this would've have happened when we were talking about it (back in the bubble era) - KVHI would've opened up 200% (maybe this morning is the morning). hehehehe

As I was saying in the last post - now we need to see continued announcements of new products:

1)mobile trac-net/vision for suv's and smaller vehicles - this is the huge segment.This is where the numbers are - all downtown taxi's/shuttles where exec's now work on the way to the airport.SUV's ,I sell more Suv's than trucks into the suburban area's, where American affluence resides - this market is huge. I will be the first Demo in Texas - bet on it - It is my "must have" Toy !!!!

2)Fog current sensor - this product's time has come - it needs to get announced !! Wondering if sponsoring companies inventory of old technology is delaying announcement???

3) 40 gbps Modulator - This will be huge as well. IBD featured an article on a company called "Photon Ex". They've received a third round of financing (90 million) bringing total funding to 178 million.The funding was done for the production of 40 gigabit fiber optics.The article states funding was done after due diligence made sure there was "ready demand" for the capability to send 40 billion bits of data a second.I bet they know KVH as well.

If we can build up to the 12's have a nice little 2-3 week decline to 10 and then announce the products and be in the black - well 20 will be a quick trip.The best part is revenue growth is quite impressive through out this entire industry wide decline.

Dynamic growth based on new technology.We must announce actual product availability and let the growth lead us to the black - the rest will take care of itself.

Times are exciting !!!

Great to hear from you - I'M LONG AND ALIVE

Bob

KVH's Trac vision is a no brainer now: Faster and Cheaper to use and only costs 2300-2995.This is pocket change for RV owners and Boat owners - not to mention SUV's.It is a big option for SUV's but still very doable.Keep in mind the purchase of a fold down flat panel display must also be done - makes the toy cost 4000 to 5000 plus a monthly subscription.A best seller on Cadillac SUV'S I bet.When Cadillac launched their "hi tech" night vision - they couldn't satisfy demand and that had very little to do with an established need much less the internet.Yikes I'm getting excited - better go out and run 10 miles.gggg

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To: robert b furman who wrote (918)10/24/2001 12:40:40 PM
From: Sector Investor
   of 6936
 
Compare the prices. KVH mentioned 79 cents a minute yesterday, which
some on Yahoo! thought was high.

But look at this comparison chart KVH published today.

Mobile Internet Download Typical Cost Time to Cost for
System Speed Per Minute Download 1 MB
(Kbps) 1MB (mins) Download

KVH TracNet 400 $0.79 0.3 $ 0.26

Inmarsat B HSD 64 $7.00 2 $ 14.58

Cellular Modem 14.4 $0.40 9 $ 3.70

Globalstar 9.6 $1.29 14 $ 17.92

Iridium 4.8 $1.50 28 $ 41.67

TMI/Motient 4.8 $1.19 28 $ 33.06

Inmarsat mini-M 2.4 $2.25 56 $125.00

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To: Sector Investor who wrote (919)10/25/2001 7:20:27 AM
From: robert b furman
   of 6936
 
Hi Sector,

Right! In the past the best justification for Trac- Phone was its relatively cheaper rates thru it's Inmarsat relationship(as long as you didn'y get outside that 100 mile outperimeter - then other global satellite plans were the only game in town).

I still think this announcement is HUGE.Not only do they gain commissions from being the exclusive reseller of this Internet service - but it also makes you the first to call when looking for info on purchasing the hardware.

That would be like setting up my dealership to be the only source of driver's licenses and while filling out the test application I'd be able to say " by the way have you heard about our first time buyer program?". hehehehehe nice referral program.

That in itself should sell more TracNet's than any distributorship arrangement previously made.

Think about it ! Silicon Investor while your driving down the road in your SUV.People think Anthrax is dangerous!!hehehe


I guess your breathing a little lighter seeing our favorite stock pop up these last three days - I know I am.

I really liked yesterday's price action - up 1.40 on 50,000 shares -NO SELLERS

TO DA MOON

Nice revenue growth on old products(old being two years old) - R&D has peaked out and on the decline - just in time for new products to launch and drive revenue up as high margin products drive bottomline profits up exponentially:
old - military & fog's
new - fog's (electrical current sensors) and active fiber/modulators

The times they are exciting !!!

Bob

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To: robert b furman who wrote (920)10/25/2001 8:16:43 AM
From: Roy F
   of 6936
 
New KVH Tracphone 252 Offers Economical Access to Global Satellite Communications

Tracphone 252 is Fully Compatible with Inmarsat mini-M, the World's Most Popular Satellite Communications Service

MIDDLETOWN, R.I.--(BUSINESS WIRE)--Oct. 25, 2001-- For commercial and recreational vessels at sea, being out of touch is not an option. To ensure that mariners can stay in contact with businesses, friends, and family on shore, KVH Industries (Nasdaq: KVHI - news) unveiled the Tracphone® 252, successor to the award-winning Tracphone 25. Introduced today at the Fort Lauderdale Boat Show, Tracphone 252 is one of the smallest and most affordable fully stabilized marine telephones for Inmarsat mini-M service, which provides global communications to more than 85,000 users worldwide.

``Satellite phone services from Inmarsat have set the standard for the communications industry,'' remarked Ian Palmer, vice president of satellite sales. ``The launch of the new Tracphone 252 reaffirms KVH Industries' commitment to this immensely popular satellite service as we continue to support mariners worldwide who need reliable, trouble-free satellite communications.''

Housed in a 10`` (25 cm) diameter dome, Tracphone 252 makes it affordable for boats as small as 35' (10 m) to keep in touch by providing secure voice, fax, data, and e-mail. With a completely self-contained, single-cable design, installation is quick and easy. The system offers exceptional versatility for onboard communications, with interfaces for additional telephones (PABX systems), a fax machine, and a PC. The system will automatically route incoming and outgoing calls to and from the proper device, equipping the vessel with a complete communications center with the global reach of Inmarsat mini-M. For additional security and accountability, Tracphone 252 is fully compatible with password-protected smart cards.

``When developing Tracphone 252, we built on the legacy of its extremely successful predecessor, the Tracphone 25, which was named the ''Best Satellite Telephone`` in each of the last four years by the National Marine Electronics Association (NMEA),'' continued Palmer. ``We wanted to build a new system that offered the same outstanding reliability and service with added convenience in its installation and operation. To achieve this, we designed Tracphone 252 as a completely self-contained system with a single cable leading below decks, while the integrated digital gyro sensors ensure that the powerful 9.5 dB antenna reliably tracks the mini-M satellites, regardless of the sea conditions.''

Inmarsat Ltd., with more than 20 years experience, is a leading global mobile communications company serving marine, land mobile, and aeronautical customers worldwide. In June 2001, Inmarsat announced that the number of registered mini-M phones had exceeded 85,000, making it the industry's most widely used satellite voice, fax, data, and e-mail service.

KVH Industries, Inc., is an international leader in developing and manufacturing innovative, mobile, high-bandwidth satellite communications systems, tactical navigation products, and fiber optic products. The company is based in Middletown, Rhode Island, and has a fiber optic research and manufacturing facility in Tinley Park, Illinois, and a European sales office in Hoersholm, Denmark.


--------------------------------------------------------------------------------
Contact:

KVH Industries Contact:
Chris Watson
401-847-3327
or
Investor Relations Contact:
Morgen-Walke Associates
Kristian Svindland or Jolinda Taylor
617-747-3600
or
Financial Media Contact:
Morgen-Walke Associates
Ron Heckmann
415-296-7383

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To: Roy F who wrote (921)10/25/2001 8:25:42 AM
From: robert b furman
   of 6936
 
Hi Roy,

10" is getting down to the size where it will fit on my Harley - we're getting there!!

I wonder what market share of the 85,000 phones KVH has sold?

I'm liking these daily announcements and price as well.

Bob

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To: robert b furman who wrote (922)10/25/2001 9:50:16 AM
From: Roy F
   of 6936
 
LOL Bob,

<<10" is getting down to the size where it will fit on my Harley>>

I'm having fun with the visual on that one!

Nice move yesterday, let's see if we can hold it today... the market isn't in a very good mood so far this morning.

Roy

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To: Roy F who wrote (923)10/25/2001 10:21:03 AM
From: robert b furman
   of 6936
 
Hi Roy,

Up this A.M. on light volume. No Sellers!

To Da Moon !!!

Bob

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To: robert b furman who wrote (924)10/25/2001 11:57:31 AM
From: Sector Investor
   of 6936
 
KVH has updated the TracNet information on their website. "Must read".

post.messages.yahoo.com

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