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To: david james who started this subject11/27/2001 7:59:09 AM
From: Roy F
   of 6936
 
KVH Unveils TracNet Mobile High-speed Internet Server for Use with Mobile DirecPC

Broadband Internet Service for Vehicles Now Available Exclusively from KVH Industries

MIDDLETOWN, R.I.--(BUSINESS WIRE)--Nov. 27, 2001--High-speed mobile access to the Internet is now a reality for vehicles on North American roads following today's introduction of the TracNet(TM) Mobile Internet Server from KVH Industries (Nasdaq: KVHI - news) at the Recreational Vehicle Industry Association (RVIA) National Trade Show in Louisville, Kentucky. By extending the reach of DirecPC® high-speed Internet services to vehicles, KVH has made the full power of the Internet available to travelers, businesspeople, public and emergency services, and ``dashboard technology'', including emerging telematics products. TracNet receives Internet downloads at speeds reaching 400 kilobits per second (Kbps) via the same award-winning TracVision® antennas used to receive satellite TV entertainment and the high-powered version of the DirecPC® satellite service, available exclusively from KVH Industries.

``High-speed Internet access via TracNet will be a tremendous resource for both business and recreational consumers,'' declared Martin Kits van Heyningen, KVH president and chief executive officer. ``Business people on the road will be able to access their company's web site and critical information directly through the Internet, eliminating the need for proprietary networks and equipment. The emerging telematic industry will be able to use Internet-based data to provide valuable information to travelers, such as weather and real-time traffic maps, while consumers will have the ability to communicate via the web with friends and relatives, research their destinations, and use the complete, full-featured Internet.''

TracNet consists of the server, a DirecPC modem, and a cellular/satellite return path antenna. The high-powered DirecPC downloads are received by a KVH TracVision mobile satellite TV antenna, which relays the data to the TracNet server. Two-way, high-speed access to Internet data is available to laptops and PCs either through TracNet's 10/100 BaseT Ethernet connection or the integrated 802.11b wireless network, which permits multiple users to surf the web at any time from virtually anywhere in or around the vehicle. Requests for additional data, outgoing e-mail, and other information are relayed to DirecPC through TracNet's return path, which includes a land-line connection for use while parked and a wireless satellite/cellular system for use while the vehicle is on the move.

Not only does TracNet provide access to broadband Internet data, but it does so using TracVision antennas, the #1 line of mobile satellite TV antennas in the RV and motorcoach industries. As a result, travelers aboard vehicles equipped with a Digital Video Broadcast (DVB)-compatible TracVision system can easily switch from their favorite satellite TV entertainment to high-speed, fully functional Internet access without purchasing a new antenna.

``The TracNet system offers a dramatic increase in download speed and functionality compared to existing mobile Internet solutions,'' explained Ian Palmer, vice president of satellite sales. ``Internet downloads will be delivered to TracNet users via DirecPC at speeds reaching 400 Kbps, 7 times faster than the 56 Kbps dial-up connections found in most homes and RV parks, and almost 30 times faster than other alternative mobile data connections. This translates into significant cost savings based on download size. For instance, a 1 megabyte file would typically cost $0.26 to download via TracNet versus $3.70 using a cellular modem, $17.92 via Globalstar, or almost $42.00 using Iridium.''

``The launch of TracNet and the introduction of mobile DirecPC directly relate to our ongoing development of ultra-low profile satellite antennas suitable for use aboard sport utility vehicles, mini-vans, and smaller automobiles,'' added Kits van Heyningen. ``The ability to receive broadband data will provide mobile users anytime, anywhere access to the same media-rich web content, resources, and corporate networks they use in their homes and businesses. KVH Industries, the leader in mobile satellite entertainment, has now brought together all of the components necessary to offer high-speed Internet, wireless data access, and satellite television to mobile consumers, creating the first and only true mobile Internet solution.''

The DirecPC service was developed by Hughes Network Systems, a leader in satellite technology and worldwide communications systems. Broadcast using Bell ExpressVu's high-powered DVB satellite and available to mobile users only through KVH, the DirecPC signal will be accessible using any of KVH's 18- and 24-inch DVB-compatible TracVision satellite antennas anywhere within the continental United States and as far as 100 miles off the coast for marine customers.

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.

SUPPLEMENTAL INFORMATION

KVH Mobile Broadband via TracNet and DirecPC is the Only

Mobile Solution to Provide Affordable, High-speed Internet Access

-0-


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

KVH TracNet 400 $0.79 0.3 $0.26

Cellular Modem 14.4 $0.40 9 $3.70

Globalstar 9.6 $1.29 14 $17.92

TMI/Motient 4.8 $1.19 28 $33.06

Iridium 4.8 $1.50 28 $41.67


--------------------------------------------------------------------------------
Contact:
KVH Industries
Chris Watson
401-847-3327
cwatson@kvh.com
or
Morgen-Walke Associates
Kristian Svindland or Jolinda Taylor
617-747-3600
or
Morgen-Walke Associates
Ron Heckmann
415-296-7383

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To: Roy F who wrote (961)12/2/2001 12:28:41 PM
From: robert b furman
   of 6936
 
Hi Roy,

Just back from an elk hunt in New Mexico.

Looks like we now need to kick off the SUV antannae - there is a picture of it in KVHI's website.

Have I missed this announcement??

Bob

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To: robert b furman who wrote (962)12/2/2001 3:13:37 PM
From: Roadkill
   of 6936
 
Hello folks. I, like all the other KVHI longs, am eagerly awaiting the current sensor announcement. Not only will it give the company an additional source of revenue, but it will show to the many naysayers that KVHI can develop the additional FO products it is working on, thus giving added credence to KVH's planned active fiber and flat antenna projects. The "credibilty factor" should result in the market valuing KVH with a higher multiple of price to sales. Even ignoring the $15 MM in cash (broadly assuming it will all get eaten up in R&D), KVH's PSR is still about 2. If these projects come to fruition, we will likely at least double or triple that multiple, not including revenue growth. Anyway, the point of this rambling post is: I understand that the current sensor is supposed to be announced in the 4th Q, which is now almost over. Was any further gloss given on this timing in the last conference call? I still have the task of listening to that call on my "to do" list (along with about a thousand other things). Haven't quite gotten around to it. Can anyone recap the current sensor timing?

RK

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To: Roadkill who wrote (963)12/3/2001 7:24:50 AM
From: robert b furman
   of 6936
 
Hi RK,

Just another valuation viewpoint:

Since KVHI has announced exclusive rights to being an ISP for mobile internet in both the marine and automotive segments - I wonder what type of multiples ISP have been given upon confirming a leadership market share and fast growth?????


Bob

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To: Roadkill who wrote (963)12/3/2001 10:06:38 AM
From: Roy F
   of 6936
 
RK, my recollection (take with a grain..) is that they have an agreement with their partner that the current sensor announcement will be before the end of the year.

Regards,

Roy

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To: robert b furman who wrote (962)12/3/2001 10:09:14 AM
From: Roy F
   of 6936
 
No, Bob, unfortunately you haven't missed any major announcement. It sure is easy for me to get impatient in this market. The countdown to the current sensor continues ...

Roy

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To: robert b furman who wrote (964)12/3/2001 11:10:10 AM
From: Roadkill
   of 6936
 
Hi Bob. Hope all is well with you.

I'm unsure how to value the announced ISP rights because I haven't done enough DD to know what % of each subscriber's monthly bill goes to KVH. If it's a trifling percentage (and given that KVH is only supplying the hardware, I suspect that it is), then I don't think this effects valuation much. For instance, $1 a month won't impact KVH materially until you get at least a million customers. That's a lotta boats and RVs! What I like best about the ISP issue is that it sets the tone for KVH to receive a cut of the monthly bills for the flat antenna, too. That market is huge, and we could reach materiality on those monthly rates very quickly. The ISP agreement also establishes a base of business contacts, etc. within which KVH can immediately offer ISP service via the flat antenna (hopefully), which would be very exciting.

RK

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To: Roadkill who wrote (967)12/3/2001 5:23:35 PM
From: Sector Investor
   of 6936
 
KVH just added the Needham Growth Conference to their website.

messages.yahoo.com

Also, they added 13 other Q1 2002 events (9 in January) this morning. That is a LOT of activity for such a small company! <g>

messages.yahoo.com

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To: Roadkill who wrote (967)12/4/2001 8:17:31 AM
From: robert b furman
   of 6936
 
Hi Roadkill - agreed.

The announcement of the automotive "mobile flat antennae" will open up the hugemarket: taxi's,airports limo's,busses,plus highend sedans.

As this high end auto application builds up subscribers,and/if KVHI holds onto exclusivity - it can emerge as the niche leader.

Phase II flat antennae appear and OEM's start putting them in like sunroofs and kvhi picks up 100,000 new antennae a year - we'll see a tender from GM,Ford,Daimler or we begin to see an AOL like emergence - to a much smaller degree of course.

None the less,someone has to "realize" that this thing will be a standard feature ten years out.I've seen this same high end evolution go from 8 track to cassette to cd's - they all took time ,but they all became standard equipment - just for music.

The demand for mobile internet access is much more sought out than music - at least by myself.

For those who use a car to get to work or as a work tool, it is an incredible efficiencey tool.

Corporations will use it as an emplyee monitoring tool.

As a side note,this last week,I was hunting with a general manager of a 33,000 acre corporate vegetable farm.He said they were involved in the introduction of John Deere's gps based tractors.He said they were incredibly efficient.

Besides looking nice the perfectly straight rows of planted crops enabled the cultivating blades to be tweaked inches closer to the crops in an effort to eliminate competing weed growth.

Once a field is planted - the rows are stored in memory.Cultivating weeds is so accurate that the drivers of the tractors ride "no hands".Interestingly enough, they had problems with the "trimble design and discontinued it - turned out to be a bad electrical connection - it resulted in staggered rows - BAD DEAL.

The john deere tractors steer themselves based on GPS-neat stuff.

Another very practical application is each train car having an identifying fog - this is a real world problem,as I've had a lost train car with a customers sold order truck on it - it stayed lost for 30 days.


So many great applications out there - sprinkle patience sparingly and allow to grow.

Don't worry Jack - your bean stalk will grow high.ggggg


Bob

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To: robert b furman who wrote (969)12/17/2001 7:42:32 AM
From: Sector Investor
   of 6936
 
Some News

KVH GyroTrac Helps 'PlayStation' Set a Record-Setting Course Across the Atlantic

ir.kvh.com

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