Technology StocksKVH Industries, Inc.

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To: Sector Investor who wrote (1268)6/27/2002 10:08:28 AM
From: robert b furman
   of 7012
Hi Sector,

Several years back I acted as a board of Director for "The Texas Chevy Dealers Advertising Association".One of the perks was to meet Wynonna Judd (we used her song in local Tx ads - George Strait also - my wife melted gg).At any rate ,Wynona was in her bus.These busses have marble floors mirrored ceilings leather seats.In a conversation with her I asked how she liked her KVHI trac vision.

She said Honey as a singer actress I'm always watching who's doing what in the industry - I can't do that watch outdated videos.

Many of these busses are leased out of Florida.They get used as Singers do tours,acers compete in a circuit,many golfers use them I say John Daly's here in the Woodlands and it had KVHI - probably watching the golf channel - best family coverage to see if Dad's bringing home the bacon.

Point i'm trying to make is we normal beings view these highend toys as options. WRONG To the affluent these are must haves.These high income people are on the road this -bus is their home and business office.They live and work in them.

Money is not a problem.

Would you rather have a poor cell phone as you agree to a 250,000 use of a song for 6 months or a satellite phone.

Would you want to stop off at a library and have fans interrupt you or have tracnet to fax the contract.

Of course Trac vision to watch yourself,industry,or in our lifestyle watch KVHI go

The point I'm making is - we often underestimate the strength of markets not in out normal lifes realm.

Trac vision @ 2995, Trac net @5995 Trac phone @ (50)5995 0r 252 (4995) all add up to 14,000 -15,000 dollars worth of KVHI product.

One bus equals 5 lowend RV's.Standard equipment means they all have them.This increases sales by a multiple!!

Next question how many plants @ what production rate and what level of stock would each plant hold.If this is announced now - then orders were placed a time lag back (make brochures ETC.).

I'm thinking Monaco, Fleetwood,and now the top end busses all placed orders that will reflect in this last quarter.

If Needham says 12 million and a loss - what would it take to book another additional $500,000 and be in the black??

Only 166 Trac visions or 83 Trac phones or 83 Trac nets.Or any combination.

Note prices are list and of course jobber pricing is substantially less - how much I don't know.Guessing 50 % discount to a big buyer???

Less than one a day of each extra, and we're in surprise to the upside.

With vacation periods topping in July -that kind of sales increase is a very doable growth story.

We'll know we're getting somewhere when we pick up the low end(fleetwood is a good start) but we need Foretravel busses and Winnebago RV's and we'll have /own the market.

All in all great news and I still think we surprise to the upside!!!

I forgot to mention Tac phone F77 which does it all at 23995 for commercial boat utilization.

Additionally whatever monthly revenue they get for reselling DVB satellite from Express view or Wholesale time from InMarSat.!!!



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To: robert b furman who wrote (1308)6/27/2002 10:27:18 AM
From: Sector Investor
   of 7012
Wynonna Judd called you Honey? <g>

You make several excellent points. KVH said they had 70% of this market in 2001. With these two new wins, I wonder what the percentage is now?

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To: Sector Investor who wrote (1309)6/27/2002 11:14:04 AM
From: robert b furman
   of 7012

After she signed a photo for my wife she said"Times getting short", "mama's got to go to work" _In short - get and quit asking stupid questions about my Darn bus.hehe


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To: robert b furman who wrote (1310)7/1/2002 7:39:30 AM
From: Sector Investor
   of 7012
KVH TracVision Selected as Exclusive Satellite TV Solution by Rexhall Motorhomes

MIDDLETOWN, R.I., Jul 1, 2002 /PRNewswire-FirstCall via COMTEX/ --

Selection Marks Continued Acceptance of TracVision as the Premier Mobile Satellite TV System by RV Manufacturers

Consumers purchasing a 2003 model year motorhome from Rexhall Industries, Inc., will now have the option to equip their new vehicle with a KVH TracVision in-motion or stationary satellite television system, following Rexhall's selection of TracVision as its exclusive satellite TV solution. In addition, Rexhall will pre-wire all of its new Class A motorhomes for use with TracVision antennas, making it even easier for Rexhall dealers to install TracVision systems for customers making an aftermarket purchase. The decision by Rexhall is the latest step in a growing trend of leading vehicle manufacturers selecting TracVision antennas, manufactured by KVH Industries (Nasdaq: KVHI), as standard or optional equipment for 2003 model year vehicles.

"KVH's award-winning line of TracVision land-mobile satellite television systems is renowned for its outstanding quality, versatility, and value," commented Jim Dodez, vice president of marketing, "and we are extremely pleased that Rexhall Industries has chosen TracVision as the exclusive satellite TV option for its customers. This decision is the latest evidence of the growing recognition among RV manufacturers that TracVision products are the premier in-motion satellite television systems available today."

Rexhall Industries, Inc., (Nasdaq: REXL; designs, manufactures, and sells various models of Class A motorhomes used for leisure travel and outdoor activities. Rexhall's five lines of Class A motorhomes, sold through approximately 100 dealer locations across the U.S., Canada, and Europe, include RoseAir, RexAir, Aerbus, Vision, and American Clipper.

"Rexhall builds a quality product packed with value. The TracVision product line allows for a great deal of flexibility for Rexhall as a manufacturer or a dealer to tailor the satellite television experience to each individual customer, thus offering a higher level of value combined with the most current technology of its kind. We are excited about the TracVision satellite TV systems being a part of our current equipment offering," stated Steve Love, marketing director for Rexhall Industries, Inc.

Rexhall will be offering its customers a choice of two new TracVision systems: the TracVision LF, a fully stabilized in-motion system; and TracVision SF, a stationary, self-acquiring system for use when the vehicle is parked. These systems, designed specifically for OEM customers and factory/dealer installation, provide access to more than 300 channels of digital TV programming and digital-quality music via the DIRECTV(R) and DISH Network(TM) services. Programming includes news, sports, weather, movies, and other entertainment commonly found on cable TV systems, as well as dozens of channels of commercial-free CD-quality music catering to almost every taste.

KVH Industries, Inc., designs and manufactures products that enable mobile communication, defense navigation, and direction sensing through the use of its proprietary mobile satellite antenna and fiber optic technologies. The company is developing next-generation systems with greater precision, durability, and versatility for communications, navigation, and industrial applications. An ISO 9001-registered company, KVH has headquarters in Middletown, Rhode Island, with a fiber optic manufacturing facility in Illinois, and a European sales, marketing, and support office in Hoersholm, Denmark.

KVH Industries Contact:
Chris Watson, Communications Coordinator

Investor Relations Contact:
Phil Davidson or Jolinda Taylor
Morgen-Walke Associates

Financial Media Contact:
Ron Heckmann
Morgen-Walke Associates

SOURCE KVH Industries

CONTACT: Chris Watson, Communications Coordinator of KVH, +1-401-847-
3327, or; or investors, Phil Davidson or Jolinda Taylor, +1-
617-747-3600, or media, Ron Heckmann, +1-415-296-7383, all of Morgen-Walke


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To: Sector Investor who wrote (1311)7/1/2002 8:03:58 AM
From: Sector Investor
   of 7012
From Rexhall's 10K Annual report. The market size of class A motorhome in
the US,plus Rexhall's sales the last 3 years. 2001 was a down year,
but the industry is now rebounding.

% Change % Change
Unit From Prior Revenues From Prior
Sales Year (000) Year
----- ---- ----- ----

Total Recreational Vehicles
<S> <C> <C> <C> <C>
2001 321,000 (23.3%) 8,760,483 (20.8%)
2000 418,300 (11.7%) 11,055,173 (11.2%)
1999 473,800 .4% 12,452,384 .5%

Class A Motorhomes
2001 33,400 (18.5%) 3,486,492 (9.5%)
2000 41,000 (17.0%) 3,854,123 (12.3%)
1999 49,400 15.2% 4,394,722 5.2%

Rexhall Industries, Inc.
2001 726 (20.2%) 56,680 (15.3%)
2000 910 (27.1%) 66,957 (21.0%)
1999 1,249 11.3%

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To: Sector Investor who wrote (1312)7/1/2002 8:24:13 AM
From: Sector Investor
   of 7012
The Rexhall P/R mentioned after market purchase of KVH antennas. From their newsletter, here is the number of Rexhall motorhomes on the road.

<<Now, sixteen years later and more than 10,000 coaches on the road with the Rexhall name>>

More facts from the 10-K

<<Approximately 77 million Americans were born between the years of 1946 and 1964. Commonly known as "baby boomers", this demographic fact accounts for what the Company believes to be a rapidly growing population of potential Class A motorhome purchasers. Typically, Class A motorhome buyers are over the age of 60, however, increasing disposable income in the 40 to 60 year old age group is growing the potential Class A market. The Company's continued product development combined with the unified efforts of the RV industry as a whole to capture the attention of this buying demographic, would indicate significant future growth potential for the Company.>>

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To: Sector Investor who wrote (1312)7/1/2002 8:50:34 AM
From: robert b furman
   of 7012
Hi Sector,

Tried to find a by manufacturer registration report - but hey want 3500 bucks for their RV industry report - I'd rather buy more

Lets see : 50 % penetration of a down year (321,000)=160500 units.
KVHI has perhaps 75% of all antenaes - 160500 x's .75 = 120375 / 12 = 10,031 per month.

Obviously the sales force still has feritle territory ahead of itself.

Of course satellite antennae are mostly high end so let's look at just Class A:
33400 x's 50% penetration x's 75% market share = 12525 - annually /12 = 1043 monthly x's 1500 (guessing cost)= $1,565,624 x12 = annual revenue of 18,787,500.

As price goes down penetration levels go up and expands into lower price reange of RV's.Plus monthly income of selling satellite subscription - remember they're exclusive with Bell vu Canada.Not sure how big that is??

Nice market anyhow - that's for sure.

You know I never thought of KVHI as a benefactor of 9/11 (other than military of course),but as flying gets replaced by vacationers driving RV's in the good ole safe USA - we win multidirectionally.

Still hoping they are in the black this Q - if so -I bet RV's got them there!!

Great info.

Still trying to find out who's who in total registrations and are they exclusive to KVHI ?- I know Foretravel is not - but it appears the majority are aligning themselves with - KVHI.

Great Momentum -now add the real big market: SUV's.

Should be that that announcement is just around the corner.Production was to start this

Up up and away - looking for a cup and handle around 11.44 then break out on high volume - HELLO 20's.gggg



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To: david james who started this subject7/1/2002 11:43:26 PM
From: dvdw©
   of 7012
Is there any major not yet on the KVHI ? I sent Sector a link to another Bus manufacturer, and was hoping he would get it out to the powers that be. Seems that Public transport like Rail and Buses could get more riders with these value added services. Amtrak has financial problems so that is probably a long shot short term.

I've come to understand that Dirigibles will be deployed in the coming years as support infrastructure for wireless networks, that would make above ground light rail services customers as well. This is definatly a fun investment.

lots of practical applications for a host of products. I've also heard that a modified current Sensors could be used in certain chemical detection applications? Anyone else caught wind of this yet? I'll post a link as soon as I can find it.

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To: dvdw© who wrote (1315)7/10/2002 7:39:14 AM
From: Sector Investor
   of 7012
Wednesday July 10, 7:30 am Eastern Time

Press Release

SOURCE: KVH Industries

KVH Awarded $1 Million in Development
Contracts by L-3 Communications

KVH to Use its Breakthrough DSP Fiber Optic Gyros in New, Low-cost Inertial
Measurement Units for Defense Applications

MIDDLETOWN, R.I., July 10 /PRNewswire-FirstCall/ -- KVH Industries (Nasdaq: KVHI - News) announced
today that it has been awarded development contracts valued at roughly $1 million by New York-based L-3
Communications Corporation (NYSE: LLL - News). Under the terms of the contract, KVH will use its new digital
signal processing (DSP)-based fiber optic gyros (FOGs) to create a low-cost, high-performance Inertial
Measurement Unit (IMU) for defense-related applications.

"Accurate IMUs are a vital component in a variety of military applications, including drone and unmanned aerial
vehicle navigation as well as missile and smart munitions guidance," explained Martin Kits van Heyningen, KVH
president and chief executive officer. "These systems have played a key role in the United States' counter-terrorism
operations and have been highlighted as critical new systems in the Pentagon's new defense budget. By miniaturizing
our DSP-based FOGs, we are making significant progress in our development of a 3-axis package for precision
IMUs that will meet both the operational and budgetary needs of these emerging defense applications."

The foundation of the proposed IMU is KVH's new DSP-based fiber optic gyro, the initial model of which accepts
data input as fast as 500 degrees per second. Future DSP systems could have input rates of 1,000 degrees per
second or more with no reduction in accuracy or stability. The KVH DSP gyros combine the company's proprietary
polarization-maintaining optical fiber and fiber components with integrated digital signal processing. The result is a
low- cost, tactical grade rate gyro with outstanding bias stability, low noise, high bandwidth, and accuracy
approaching 0.05 percent. The proposed IMU will use DSP gyros and accelerometers to accurately measure both
angular rate and linear acceleration in three dimensions and provide this data to onboard systems to control precise

"The development of 3-axis, precision IMUs is the latest step in our strategic effort to address the opportunities
presented by the precision fiber optic gyro marketplace," continued Kits van Heyningen. "The introduction of our
DSP-based gyros equipped KVH with a rate gyro family capable of meeting the tactical-grade accuracy needs of
the most demanding military and commercial applications. I expect that this breakthrough technology will become
the foundation for all future KVH gyro-based products."

KVH Industries, Inc., is a leading provider of innovative high-bandwidth communications products. Using
proprietary fiber optic and satellite antenna technology, the company is developing next-generation systems with
greater precision, durability, and versatility for communications, navigation, and industrial applications. An ISO
9001-registered company, KVH has headquarters in Middletown, Rhode Island, a fully operational, 23,000-square
foot optical fiber and component manufacturing facility in Tinley Park, Illinois, and a European sales, marketing, and
support office in Hoersholm, Denmark.

Except for historical facts, the statements in this press release are forward-looking statements that involve risks and
uncertainties. For example, the statements regarding the company's product development goals are forward- looking
statements. Forward-looking statements are merely our current predictions of future events. The statements are
inherently uncertain, and actual results realized by the company could differ materially from the statements made
herein. Important factors that might cause such differences include: failure to develop and market fiber optic
products; unforeseen changes in competing technologies and products; poor or delayed research and development
results, and uneven military sales cycles. Additional factors that could affect future events are discussed in the
company's 2001 Form 10-K filed with the Securities and Exchange Commission on March 20, 2002. Copies are
available through the company's Investor Relations department and web site, We assume no
obligation to update our forward-looking statements to reflect new information and developments.

KVH Industries Contact:
Chris Watson, Communications Coordinator

Investor Relations Contact:
Phil Davidson or Jolinda Taylor
Morgen-Walke Associates

Financial Media Contact:
Ron Heckmann
Morgen-Walke Associates

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To: Sector Investor who wrote (1316)7/17/2002 8:03:58 AM
From: robert b furman
   of 7012
Hi Sector,

This is perhaps the most powerful growth market that would be instantly huge - with existing technology.

We all know KVHI wants to be just a component manufacturer.

Coupling with a well known lead project defense contractor like L-3 now accelerates the liklihood of fast implementation.

Let's face it waiting for Honeywell to share the Honey hole with KVHI on their deal with Boeing for the JDAM - might never happen.

Now coupling with L-3 as an alternate source - on a competitive bid basis - might well get them all the excess demand.

I can see the government liking the idea of bidding for the lion's share with the second source of total production.In the past I thought KVHI's second source had to bust into the Boeing contract- that would be very political and slow.

This approach is superior and offers a very exciting multiple factor of annual sales.

When approved it could be instantaneous- with sales in the hundred million range with just a small percent of total production.This ballons if the government retros the entire arsenal.

Here's a great picture of the JDAM as taken off KVHI's Website:

Earnings tomorrow - I can't wait.Hoping for a plus number at last!!!


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