Technology StocksKVH Industries, Inc.

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To: dvdw© who wrote (1193)5/19/2002 8:33:53 PM
From: robert b furman
   of 7013
Hi dvdw,

Just to add a little fuel on your fire.

I'm a Chevrolet and GMC dealer in Cleveland Tx.

For the 2003 model year which will start production in June /July depending on vehicle lines. BOTH Chevrolet and GMC have announced thr flip down LCD display panels as optional equipment accross their entire full size truck and SUV vehicle lines.This represents close to 50 % of their e3ntire production.

In recent months GM has finally sold more trucks than cars.So over 50% of their production is trucks.The onl;y sector within trucks that will not have display screens available will be their small S-10 trucks guessing no more than 5%.

So in almost one year GM will make available Satellite compatible vehicles for 45 % of their entire production.


By the way my biggest fear is GM wanting to buy this great company - keep in mind they've been installing their(KVH's )NAV TRAC for years in the personnel carrier GM makes.


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To: robert b furman who wrote (1197)5/19/2002 9:13:52 PM
From: Sector Investor
   of 7013
You're a dealer? Wow, I didn't know that.

You make a good point about the relationship with General Motors Defense. Now that I've got the handy header post updated, it's easy to find and highlight your point.

In January 2001, KVH won a $3.2 million contract to supply TACNAV to GM Defense to equip the Australian Army's Light Armored Vehicle (ASLAV) fleet. Here is what was said about GM Defense at that time:

<<"KVH has enjoyed a long and positive relationship with General Motors Defense. Working together, we've equipped the GM armored vehicles used by the U.S. Marine Corps, Canada, Saudi Arabia, and now Australia with TACNAV systems.">>

Message 15141200

Regarding your fear, if they should show interest two or three years from now, I don't think I would be too unhappy. In the next 2 years KVH is projected to grow at a 35% compound growth rate (Needham $60M 2003 estimate). As we all know that estimate omits several blockbuster items (as least 5 I can think of off hand) that are quietly perking along, any one of which could take us to a new level.

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To: robert b furman who wrote (1196)5/19/2002 9:19:18 PM
From: Sector Investor
   of 7013
Robert, regarding your train post, I have to agree with you.

Just one look at the train graphic they included with their P/R (which I documented in post #1185), and you can see how individual cars could get lost. Geesh, just get on the wrong track, get hooked into a train going in a different direction by mistake, and the car could end up anywhere.

Here is the graphic. The header post sure makes it easy to find things.

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To: robert b furman who wrote (1196)5/19/2002 9:37:25 PM
From: Sector Investor
   of 7013
One last point Robert,

You mentioned GM Defense and Lockheed-Martin in your two posts. That brought to mind KVH's 5-star major customer list, which they list in their Mission Statement off their website. Those names are only two among many.

Just look at the customer list across all their product segments! There are many multi Billion dollar revenue companies listed. I bolded some of their larger Defense customers.

Beaver Motor Coaches
Blue Bird Wanderlodge
Boat America
Boaters World
Camping World
CMC Systems
Custom Coach Corporation
Donzi Marine
Entertainment Coaches of America
Fairline Yachts
Featherlite Vantaré/Vogue
Feretti Yachts
Fountain Power Boats
General Dynamics
General Motors

Harris Corporation
John Deere
Learjet, Inc.
Liberty Coach
Lockheed Martin
Marathon Coach, Inc.
Monaco Coach Corporation
Northrop Grumman
Parliament Coach Corp.
Princess Yachts
Riva Yachts
Rockwell Collins
SeaRay Boats
Smiths Industries
Sunseeker Yachts
Textron Marine & Land Systems
West Marine

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To: Sector Investor who wrote (1200)5/19/2002 11:04:54 PM
From: Sector Investor
   of 7013
Upticked, on Yahoo! sure finds and posts some interesting articles.

Here is a 2-part post that talks about a successful test of the MLRS system (smart guidance systems for rockets) within the past week.

And another article:

Army’s problems run deeper than Crusader; other services may face similar challenges

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To: Sector Investor who wrote (1201)5/20/2002 9:06:18 AM
From: Sector Investor
   of 7013
Broadband Satellite Internet Taking Off; Residential Broadband Industry to be worth $80bn by 2007

Digital satellite has become one of the most popular platforms for the reception of digital television.

Satnews/ -- A newly released report of the ARC Group titled "Broadband Access 2002" concludes that broadband internet is “finally taking off .” In fact, the residential market for broadband access will be worth $80bn by 2007. This will represent a seven fold increase in revenue over the next five years.

According to strategic report, by 2007 there will be almost 300m broadband business and residential premises being connected via different access technologies. By the end of this period, the number of broadband internet connections will have overtaken narrowband.

DSL will account for almost a third of all connections closely followed by broadband cable. Satellite, fibre and fixed wireless will all represent a smaller proportion of the market due to cost and availability factors.

Despite the appeal of broadband cable and DSL connections, the report says newcomers like satellite and fixed wireless “are evolving with attractive propositions”. Last year, the report admits, the broadband industry suffered with many key vendors and service providers faced up to the prospect of significant downsizing and some even filed for bankruptcy. But the report optimistically says “2002 offers a wealth of opportunities although key players are venturing cautiously with new developments.”

"The current uncertainty in the broadband industry will be overcome as technology vendors and service providers exploit revenue opportunities for the business and residential markets. Broadband access will be driven by competitive price war with operators trying to encourage narrowband users to migrate to broadband," says Tim Page, the author of the report.

Several major companies have recently withdrawn from broadband activities until the demand increases and this is painting a mixed picture for the future. However, Page says “There are positive signs that the broadband industry is starting to take off with the launch of self install DSL and competitive "triple-play" packages of voice, data and digital television. A fierce price war will be inevitable, fuelled by BT’s reduction in DSL Wholesale price to
$21. This will result in a more competitive consumer proposition". Although the residential market has the largest number of broadband installations, the business market will be the largest in terms of revenue and bandwidth usage. This is because one broadband business connection maybe used by several offices in the case of
multi-tenanted units. In 2007 there will be over 30m broadband business premises, with Western Europe accounting for a third of these as more premises become broadband enabled for richer content and applications. In North America, the rise in broadband business will slow down to due the broadband saturation of premises. The Far East will rise to 4.24m in 2007 but will be overtaken by Asia Pacific due to the rapid increase in
broadband connections.

"The future offers a mixed bag of opportunities with new technology enabling the extension of current broadband networks to a wider audience and competitive service offerings to end users" says Page

The new report provides the latest research and analysis on the broadband access market - its drivers, technologies and deployments. It includes comprehensive forecasts for the residential and business market, key company profiles in each technology sector and detailed deployment information for each technology.

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To: Sector Investor who wrote (1202)5/20/2002 9:10:06 AM
From: Sector Investor
   of 7013
Mediacast 2002 to Showcase the Convergence of Internet and Digital TV

London, UK/Satnews/ -- The countdown to Mediacast 2002 has started. From 21–23 May, leading people
at the cutting edge of broadband will be converging on ExCeL, London, to demonstrate the latest technology,
share up-to-the-minute ideas and debate the hottest topics. If you want your business to benefit, make sure
you’re there to join them.

Mediacast 2002, will bring together professionals interested in the solutions for the delivery of multimedia
services such as VOD, webcasting, video conferencing, high speed internet and t-commerce across the latest
cable, satellite, digital broadcasting, xDSL and wireless networks.

Who's going to be there? All the leading names: Pace, Canal+ Technologies, NDS, IBM, Yes Television,
Eutelsat, Echostar, Two Way TV, SES-ASTRA, Sony, Sharp, Thales, Hyundai, Samsung, Strong, , name a few.

Top names from the leading companies will be sharing ideas, presenting new products and provoking debate.
All in all, there will be over 40 free sessions.

Among the guest speakers who have confirmed participation are: James Ackerman (OpenTV), Steve Canepa
(IBM), Thomas Kressner (Yes Television), Dr. Beth Erez (NDS), Prof. Jim Norton (Deutsche Telekom),
Jean-Marc Racine (Canal+ Technologies), Ben Van Den Broek (Echostar).

Experts will be providing revolutionary and free thought leadership for businesses in the broadband space.
Amongst the ‘thought-leaders’ hosting leadership lectures in the convergence hub are James Ackerman, CEO
- Open TV, Steve Canepa, Vice President, Marketing & Strategy - IBM, Dr Beth Erez, Vice President
Marketing - NDS Jean Marc Racine - Canal+, Tom Kressner - Chairman and Chief Executive, Yes Television.

Speakers focussing on interactive include Liberate who will discuss the experiences of iTV deployments in the
US, Yes TV covering iTV content development. Revenue generating VOD will be covered by DIVA.

The extensive thought leadership program will also focuse on:

successful business models for the broadband age
content strategies
set top boxes - making the right choice
home networking
international outlook – Scandinavia, Germany, Middle East and Asia
broadband in enterprise.

The thought leadership agenda at Mediacast 2002 focuses on the positives, providing solutions and answers for
businesses looking to succeed in the broadband market and how to get it right in the future.

The convergence hub within the exhibition hall is the gathering place for the best minds in the market. It will
provoke debate, stimulate thought and address the commercial opportunities and realties of making money. All
the leading people will be there.

Mediacast 2002 is all about inspiration and inspiring uses of broadband technology to create services that make
money. More than ever, operators want to see the living application of technology, and speak to leading
companies who can match their business needs to the hottest new technologies in order to create new revenue

Mediacast takes place at ExCeL, London's new exhibition centre which opened in Autumn 2000. Just six miles
from Trafalgar Square, ExCeL is set alongside a mile and a half of unique waterside scenery. The centre is
serviced by national and international transport links, including London City Airports just 2 minutes away.

Some of the most awaited discussions include: What next for digital television? by Malcolm Miller, CEO,
Pace Micro Technology; MHP: beyond interoperability by Jean-Marc Racine, Canal+ Technologies; What
will the consumer want? High or low end set top boxes? by Ben van den Broek, EchoStar and How can
you encourage people to buy into interactive TV? by James Ackerman, of OpenTV.

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To: Sector Investor who wrote (1203)5/20/2002 9:21:19 AM
From: Sector Investor
   of 7013
Strange that these reports don't even look at MOBILE FULL-BLOWN WIRELESS INTERNET. This is a niche that KVH has entirely to itself. Anyone interested can check out the Bell ExpressVu, and TracNet P/Rs.

Pioneer Consulting Predicts Sizable Market Opportunity for Wireless Internet Access;
Global Equipment Revenues to Reach $19.1 Billion -USD- by 2008

Boston/May 14, 2002/Satnews/ -- Two of the most successful technologies of the 20th century - the Internet and mobile telephony - have formed another promising technology, wireless Internet access, but the great promise of this technology remains unfilled. Will it ever be realized?

According to Pioneer Consulting's latest market & technology assessment report, Wireless Internet Access over Unlicensed Spectrum: An Alternative to 3G Mobile Data Networks, wireless Internet access offers a sizable market opportunity with global equipment revenues expected to grow from $3.1 billion (USD) in 2002 to $19.1 billion in 2008. Profiting from this growth will be 4th Generation (4G) wireless equipment providers such as Avaya, Nokia, Cisco, Sierra Wireless, Compaq, Linksys among others.

Exhibit 1.8 Global Equipment and Services Revenue in billions (USD)

.......................................... 2002 2008
Global Equipment Revenue .... 3.1 19.1
Global Services Revenue ....... 1.0 18.4

Source: Pioneer Consulting

Initially, the market opportunity for wireless Internet access was not realized for several reasons including, its prematurity, lack of development and the market's failure to recognize these realities. Today, however, the Internet and mobile worlds are finally beginning to converge, creating a new market that will entail impressive growth.

According to Pioneer Consulting's report, the market for wireless Internet access will begin to take off over the next few years, as mobile operators, wireless ISPs, and fixed operators begin to build "hot spot" locations based on 4G technology (wireless LANs based on 802.11b, a, g, HIPERLAN standards) and 2.5G and 3G networks. The report predicts that service provider revenues for mobile and wireless Internet access will grow from $1.0 billion (USD) in 2002 to $18.4 billion by 2008. 4G service providers including Voicestream (through Mobilestar purchase), Wayport, Boingo and Air2LAN are inline to see revenues increase with the adoption of wireless Internet access technology.

"Lower equipment costs, higher bandwidth services, access to corporate intranets, and focus on high-traffic areas will help 4G succeed where previous generations of mobile data struggled," says Paul Kellett, senior director of research at Pioneer Consulting. "In addition, the large potential user base created by the phenomenal growth of wireless networking will help to spur the rapid growth predicted for public access."

The Wireless Internet Access over Unlicensed Spectrum: An Alternative to 3G Mobile Data Networks report examines the potential developments that are driving growth in the wireless Internet access market, including utilizing unlicensed spectrum, the "so-called" 4G technologies, through public access locations, and how this will interact with existing mobile communications. The report also provides a realistic assessment of the market opportunity by examining the developments driving the growth of wireless Internet access, the likely technologies involved, the impact the technologies will have on equipment manufacturers, and the business models that will likely develop to service customers.

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To: Sector Investor who wrote (1204)5/20/2002 2:13:25 PM
From: Sector Investor
   of 7013
The SI thread header is now updated. I added the customer list and one other link.

At the top right of every thread header there is an SI facility that toggles between "Hide original post" and "Show original post". You can toggle it to "hide" to avoid scrolling through the massive header each time you view thread posts. You can toggle it to "show" any time you want to reference any of the links.

I'll try to keep it more current this time.

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To: Sector Investor who wrote (1205)5/20/2002 3:26:59 PM
From: robert b furman
   of 7013
Hi Sector,

As always your hard work is a great asset to this thread.

Thank You very much.


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