Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=9615KVH Industries, Inc., based in Middletown, Rhode Island, is an international leader in developing and manufacturing innovative, mobile, high-bandwidth satellite communications systems, tactical navigation products, and fiber optic products. (This subject heading was updated by Sector Investor on Ja...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=961538013210Walter PI've probably been mostly in and sometimes out of KVHI for 15 years and have seen plenty of frustration. I plan on being in for at least another 15. I know what it's got and where it's going. I just can't understand the workings of the market, even after more than 35 years of trading and investing, with regards to t...http://www.siliconinvestor.com/readmsg.aspx?msgid=289564276/17/2013 6:01:31 PMawecr2I definitely feel your pain when it comes to the stock. I try not to think of the past as prologue to the future when it comes to investing. I understand it's difficult but ignoring the fact that you have made an investment in KVH that has brought you little or no return, would you buy the stock today? Does it have...http://www.siliconinvestor.com/readmsg.aspx?msgid=289562026/17/2013 3:17:40 PMWalter PWhat I am saying is KVHI and its technology and promise are fantastic. They are fantastic to the bored sailor away from any form of entertainment and communication in the middle of the ocean that KVH now makes possible. They are fantastic with the technology that beats the old entrenched behemoth Inmarsat with regards ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289559536/17/2013 1:30:55 PMawecr2Hi Walter, I'm not sure I follow. Every person, regardless of where they are, wants to be entertained, informed and communicate with those they care about, right? Does someone make money giving you access to the Internet or giving you your news or entertainment? It's less obvious but does someone make money when you...http://www.siliconinvestor.com/readmsg.aspx?msgid=289556276/17/2013 11:29:28 AMWalter PAll good news, lots of promise, great technology. But the bottom line, unless I am a sailor in the middle of the Pacific and bored to tears for weeks on end or a soldier in a HUMVEE lost in the middle of a middle eastern desert, is the stock price. Basically speaking, WTF?http://www.siliconinvestor.com/readmsg.aspx?msgid=289525116/14/2013 2:38:55 PMawecr2Hey Guys, Here's MKVHs presentation at the NorShipping event: thedigitalship.com  On page 23, the image is intentionally blocked out just showing the top of a smart phone. It looks like an intentional hint suggesting maybe a mobile app to manage the ip-multicast and allow crew to have direct access to content via ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289520236/14/2013 10:45:33 AMnissanHi Bob Tinley Park has been hiring and I see on the website still for manufacturing engineer. At last cc Martin commented when asked about the TacNav contract (Saudi) that other fog products were going to pick up to off set that slow down 2nd half of year. They had leased part of Tinley Park after they bought i...http://www.siliconinvestor.com/readmsg.aspx?msgid=289479196/12/2013 1:26:47 PMrobert b furmanThey bought Tinley Park facility on the cheap as the building was facing a foreclosure as I recall. It was a smart move to buy and depreciate with out future rental boosts. There is no doubt that FOGS will grow - it is just a matter of time and volume for the growing plethera of applications. R&D can be aggressively...http://www.siliconinvestor.com/readmsg.aspx?msgid=289477136/12/2013 12:12:51 PMawecr2Hi J, Obviously this would be a game changer if KVH got this contract. 17,000 units to US DOD alone is worth several hundred million to the IMU/INS contract. It begs the question about why KVH bought the Tinley Park location when they were and are only using half the space? :-) AWhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289476926/12/2013 12:05:49 PMnissanHi AW Good perspective AW as Martin did speak of new FOG products under development well before the release of 1750. If I remember it was almost a year ahead of 1750 release that Martin began mentioning it with a comment "such as JDAM" for uses for the new product. Jhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289474156/12/2013 10:37:45 AMawecr2I was thinking the same thing regarding the timing of the 1750 release in relation to prior testing by Raytheon and would agree the 1750 IMU was probably released late from a COTS perspective. What I found interesting about the MK-54 program is that KVH didn't release the TG-6000 until they had the contract in hand. T...http://www.siliconinvestor.com/readmsg.aspx?msgid=289473506/12/2013 10:11:52 AMnissanHi AW Well Martin mentioned JDAM's when the 1750 was first announced by KVH. We know they have said this fall for some larger production orders for KVH sensors although we don not know if military or commercial yet. I guess chances are pretty good although I don't know if the 1750 IMU was ready early enough to be b...http://www.siliconinvestor.com/readmsg.aspx?msgid=289471436/12/2013 7:48:52 AMawecr2Hi All, I was wondering what everyone thought the prospects were for KVH in winning the subcontract for the IMU/INS on the GBU-53/b? en.wikipedia.org  This is a program in which Raytheon is the prime and as far as I can tell, there has been no announcements regarding the sub wins. Based on the schedule in which KVH ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289424196/9/2013 5:42:33 PMrichardredMany good points. That said, IMO the world is still not a safe place (IRAN, KOREA). IMO Allies and US friendly countries need to be prepared through having a strong defense. This so you can walk softly, but carry a big stick. I would think Japan & South Korea might offer future opportunities? >Sequestration might he...http://www.siliconinvestor.com/readmsg.aspx?msgid=289368196/6/2013 12:54:34 PMawecr2If you're referring to non-defense gyros as MEMs based gyros, you are correct, KVH doesn't make these. That said, the MEMs based gyros aren't to the level of precision that is needed for autonomous vehicles. I think there is real opportunity in the autonomous environment. RLGs are too expensive and FOGs have only re...http://www.siliconinvestor.com/readmsg.aspx?msgid=289367336/6/2013 12:34:25 PMrichardred>Do you have any thoughts on KVHs prospects here? AW: I'm not enough versed in those specific products to give you an answer. When I asked my brother about this company before you asked the question. He hadn't heard of this company, but was going to look into it for me. What I personally think about KVH 's military...http://www.siliconinvestor.com/readmsg.aspx?msgid=289364686/6/2013 11:14:22 AMawecr2Hi Richred, Thanks for your valued feedback. It's fun to toss out different ideas about this and other companies. One could hope the execs are listening sometimes. :-) Your point about what brought you to this stock was the same thing that attracted me. It has the potential to take off like a rocket now that they ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289346916/5/2013 2:51:21 PMWalter PThe news continues to flow from the KVH press machine: KVH CEO Outlines New Content Delivery Strategy at International Nor-Shipping ShowFour-Part Strategy Includes Enhancing mini-VSAT Broadband Network Capacity, Introducing New TracPhone V-IP Terminals With Integrated CommBox Modem (ICM), Launching New IP-MobileCast C...http://www.siliconinvestor.com/readmsg.aspx?msgid=289337606/5/2013 9:04:03 AMrichardredHi AW: My post was more of a blurt and visionary. I'm almost always open to input. I'm still not anywhere an expert or up to speed here as you are, The board here is great , and full of info to catch up on . IMO a valuable part of Cobra is the brand name and the association with truckers. How many long haul over ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289334566/5/2013 1:17:34 AMawecr2Hi Richardred, Respectfully, I don't see any synergies in acquiring Cobra. I think a better use of KVHs cash will be in expanding the network(ie HTS strategy) and growing Headland's content portfolio. Headland's portfolio provides extensive synergies. Their margins are incredible and collectively, both companies c...http://www.siliconinvestor.com/readmsg.aspx?msgid=289327796/4/2013 4:44:17 PMrichardredIMO-this company should buyout COBR. Just for the GPS radar detector. Cobra Electronics Announces Availability of Hand-Held, Floating Marine RadioCompany Reveals the Latest in Marine Electronics With the Ultra-Compact and Highly-Affordable MR HH 350 VHF Radio for Marine and Boating Enthusiasts finance.yahoo.com http://www.siliconinvestor.com/readmsg.aspx?msgid=289320566/4/2013 11:10:37 AMWalter PKVH TracPhone V-IP Series Satellite Terminals to Support Jeppesen OpenENC PAYS SubscribersECDIS Compliance Using Jeppesen OpenENC "Pay-As-You-Sail" (PAYS) to be Even Easier and More Economical Using Position Reporting From TracPhone V-IP Series Terminals and Satellite Delivery of Charts Over the KVH Mini-VSAT Broadband...http://www.siliconinvestor.com/readmsg.aspx?msgid=289319246/4/2013 10:24:15 AMWalter PKVH to Support Jeppesen Chart Subscribers With New IP-MobileCast Content Delivery ServiceKVH Plans to Offer Economical, Weekly, Multicast Delivery of Entire Updated Jeppesen ENC and Professional+ Chart Databases Over the Mini-VSAT Broadband Service MIDDLETOWN, R.I., June 4, 2013 (GLOBE NEWSWIRE) -- KVH Industries, Inc...http://www.siliconinvestor.com/readmsg.aspx?msgid=289319216/4/2013 10:22:36 AMWalter PKVH Introduces New IP-MobileCast Service for mini-VSAT Broadband NetworkContent delivery service to offer economical transmission of large files including electronic charts, weather forecasts, training videos, news, sports, IPTV, IP-radio, and premium movies MIDDLETOWN, R.I., June 4, 2013 (GLOBE NEWSWIRE) -- KVH Indus...http://www.siliconinvestor.com/readmsg.aspx?msgid=289319166/4/2013 10:21:10 AMWalter PKVH Introduces New TracPhone V-IP Series Product Line for mini-VSAT Broadband NetworkTracPhone V3-IP, V7-IP, and V11-IP All Feature a Single-Box Integrated CommBox Modem (ICM) Enabling Easy Installation Along With Network Management Tools and Multicast Reception MIDDLETOWN, R.I., June 4, 2013 (GLOBE NEWSWIRE) -- KVH I...http://www.siliconinvestor.com/readmsg.aspx?msgid=289319096/4/2013 10:19:01 AMbob6496http://www.siliconinvestor.com/readmsg.aspx?msgid=289132765/24/2013 10:19:30 AMawecr2Hi All, I've been doing some analysis on the purchase of Headland and am beginning to think this acquisition is the boldest and biggest strategic decision KVH has made. There is great value in a captive audience as Inmarsat has proven. They have raised prices like what happens on a toll road. However, they don't ma...http://www.siliconinvestor.com/readmsg.aspx?msgid=289109485/23/2013 10:11:55 AMrobert b furmanDidn't like the 2x's sales but they bought it from equity hedge fund not a company selling oft non core bz there is a difference. Explains the doubling of capacity. We all started on dial up and now have dsl cable etc Once foot is in the door crews on board will desire/demand it. Billing synergies have to be a substant...http://www.siliconinvestor.com/readmsg.aspx?msgid=288926985/14/2013 5:38:50 AMawecr2So I was thinking about the ARPU improvement of the movie/news delivery service and it turns out that 9,600 ships are paying on average less than $100/month. My 1st thought was that this won't move the arpu needle much when looked at as an add on service. However, if KVH gives away parts of the service on the high-en...http://www.siliconinvestor.com/readmsg.aspx?msgid=288921635/13/2013 7:35:32 PMawecr20% of the 9,600 ships get movies via the Internet... This says a lot about the opportunity. Overnight, KVH has 10k potential miniVsat customers. The suggestion of a 1 way v3 receiver to deliver to non mVsat subscribers is a very interesting opportunity. Is it possible they install a v3 on all these ships to prove t...http://www.siliconinvestor.com/readmsg.aspx?msgid=288912385/13/2013 11:41:11 AMWalter P1.5% financing = $345,000 per year in interest on the $23M borrowed. Gross margin was 78% with net somewhere above 26% on the $12.2M in sales gives over $3M in cash flow. Pays off the debt in 8 years with no growth. The synergies for increasing business for both companies (one now) seem very nice. They will announce ho...http://www.siliconinvestor.com/readmsg.aspx?msgid=288912005/13/2013 11:13:57 AMhedgeclipperInteresting. More than 100 employees with only $12 1/2 mm in sales. Hard to see how that translates into profits. Purchase price is two times sales. we can't even get KVH to trade at that ratio. Maybe these guys represent some of the customer backlash against Inmarsat. · Reliable e-mail via satellite c...http://www.siliconinvestor.com/readmsg.aspx?msgid=288911105/13/2013 10:30:08 AMrobert b furmanhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288910565/13/2013 10:10:14 AMWalter Phttp://www.siliconinvestor.com/readmsg.aspx?msgid=288909595/13/2013 9:17:21 AMWalter PKVH Industries Acquires Headland MediaEnhances KVH's Initiatives to Offer Value-Added Media & Entertainment Services for Maritime Satcom Customers Worldwide MIDDLETOWN, R.I., May 13, 2013 (GLOBE NEWSWIRE) -- KVH Industries, Inc. (Nasdaq:KVHI) today announced that it has acquired Headland Media Limited, a media and ent...http://www.siliconinvestor.com/readmsg.aspx?msgid=288909565/13/2013 9:16:00 AMnissanhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288908035/13/2013 7:06:16 AMnissanJust love those margins!!! 78% gross margins. conference call this morning regarding this acquisition. This may get tough on some of the lower end sat tv maritime companies also. NICE acquisition. Jhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288907975/13/2013 6:43:43 AMnissanHi AW This is a great start to the capacity KVH has vs Imarasat at the present conditions. A mini Netflix at sea. Nice way to expand by buying a already in service company that's making money. finance.yahoo.com  Jhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288907945/13/2013 6:35:20 AMrobert b furmanhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288878885/10/2013 9:27:21 PMawecr2Hi Bob, If you mean by "buying the business", are they using their large accounts in an attempt to protect sales? Absolutely! They have essentially capped costs for their large accounts and are using their significant group of smaller accounts to pay for it. Several years ago, Inmarsat had customers that were payi...http://www.siliconinvestor.com/readmsg.aspx?msgid=288865195/10/2013 10:13:54 AMrobert b furmanWondering if Inmarsat is out there buying the business with the existing large accounts? Might be worth a read to find their (inmarsats)latest transcript. Bobhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288863435/10/2013 8:53:24 AMawecr2Hi Hedge, I completely agree with you! I was surprised to see yoy unit sales down. Although I believe there is truth to it, weather and Europe were not the only problem. It's clear the battle lines are heating up and the anticipated transition to HTS is possibly delaying some purchases. Also, Inmarsat has been ver...http://www.siliconinvestor.com/readmsg.aspx?msgid=288852095/9/2013 4:23:32 PMhedgeclipperAwec While not disagreeing with your points about the back half of the year, I think there is another side to the Q1 conf. call which has not been commented on and which accounts in my view for the great weakness in share price since the dramatic run-up in the immediate aftermath of the earnings report. Two relat...http://www.siliconinvestor.com/readmsg.aspx?msgid=288846345/9/2013 1:00:00 PMawecr2Hi Walter, I think next earnings will be the catalyst we are looking for. Q1 was strong but continued uncertainty about the back half muted the excitement. What I found interesting was the tone and confidence of MKVH. It has never been stronger, IMO. I'm starting to believe the back half is going to be much strong...http://www.siliconinvestor.com/readmsg.aspx?msgid=288797965/7/2013 10:06:04 AMWalter PAbsolutely ridiculous drop on about 1000 shares this morning. Once again, like stated on CNBC last week, since the exchanges went public, they are in it just for their own gains. They were supposed to be capital markets to raise money for capital formation. Now the market maker is not making a market, but is just a mon...http://www.siliconinvestor.com/readmsg.aspx?msgid=288774685/6/2013 9:52:50 AMWalter PDid everyone sleep in this morning? Fantastic earnings report. Wall St. finally likes it. That is 3 in row and what we were all looking for. A while ago, I gave a forecast for my price targets: $16.60, low 20's, and $35. I think that we are on the way to the first, $16.60, by summer and may even head for the second thi...http://www.siliconinvestor.com/readmsg.aspx?msgid=288729135/3/2013 11:24:37 AMWalter PKVH Industries Reports First Quarter 2013 Results • EPS $0.13; Record quarterly revenue of $39.9 million • mini-VSAT Broadband Q1 airtime revenue up 42% year-over-year • Guidance & Stabilization Q1 revenue up 189% year-over-year MIDDLETOWN, RI, May 3, 2013 --KVH Industries, Inc., (Nasdaq: KVHI) today reported...http://www.siliconinvestor.com/readmsg.aspx?msgid=288724005/3/2013 8:24:03 AMawecr2Here's another posting from KVH about the v3 in the O&G industry. A new case study is provided at the end, as well. kvhmobileworld.kvh.com  These types of deals could turn out to be very big for KVH given the suggestion of large amounts of data. AWhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288695135/1/2013 5:30:33 PMrichardredThanks Bob. I wasn't aware of this yet. I'm fairly familiar with TRMB however. TRMB was a big holding for me before and during the dot com bubble. SYMM just recently reported. They reported ahead of expectation. They also had a change of leadership which was very needed IMO.http://www.siliconinvestor.com/readmsg.aspx?msgid=288682395/1/2013 9:38:27 AMrobert b furmanhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288681935/1/2013 9:18:40 AM