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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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To: Sector Investor who wrote (970)12/17/2001 9:17:43 AM
From: robert b furman
   of 6936
 
Hi Sector,

Here I thought "playstation" was something made by Sony.

No doubt KVHI Gyro Trac and their digital compasses are right on,but I've really been hopefully waiting for a product announcement that seems all but overdue.

For all 3 new products to be "offered for sale in January" there are only 2 weeks left to announce:
Fog current sensor,active photonic modulator, and automotive (SUV) antennae/TRAC VISION/TRAC NET (a picture of which mysteriously dropped off their old website).


I'm also anxious to hear about Kvhi's "black last quarter" - I'm being very optimistic here - hoping that their announced peak in R&D spending (last quarter) can be combined with the booking of the high margin military contract that got pusherd from Q2 thru Q3 to Q4.A powerful 1,2,3,4 punch can be lined up here.

It's time we push 11 1/2 and get a solid brekout into the blue sky area - an area where all patient investors are in the black and no sellers or overhead resistance exist.hehehe


Bob

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