Technology StocksKVH Industries, Inc.

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To: Michael P. Michaud who wrote (378)3/23/2000 10:08:00 PM
From: Jim O'Connell
   of 7012
Robert Shapiro, a key defence lawyer for O.J. Simpson during his double-murder trial. Not sure it's the same guy though.

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To: Jim O'Connell who wrote (379)3/24/2000 11:21:00 AM
From: dvdw©
   of 7012
Any Investors near Pomona who could drop by the show?

Ask the dealers what they think!

Get a feel for the publics reaction, hope someone can take this opportunity.

Show opens today and runs through Sunday.

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To: dvdw© who wrote (380)4/1/2000 4:00:00 PM
From: Sector Investor
   of 7012
From Yahoo!

Satellite-Based Networking: Set for Takeoff?

A few months old. Excerpt:

"When it comes to data, however, most people still see satellites as living way, way out on the edge of the network. The boosters?both literal and figurative?of satellite technology expect all this to change dramatically within the next three years. By 2002, they say, broadband Internet access via satellite will be price- and speed-competitive with the land-based competition.

Better still, it will be available almost anywhere in the world. As for network backbones, they?ll migrate to satellite too, at least for tasks where an inherently multicast-enabled infrastructure makes sense?cache replication or live Webcasting, for example. "

Also, another article:

And yet one more:

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To: Sector Investor who wrote (381)4/3/2000 9:29:00 AM
From: robert b furman
   of 7012
Hi SI,

Good reading thanks for the post.The last link regarding Ka band satellites really puts this future technology in KVHI's very advanced competencies.Several years ago Nasa licensed the use of Ka band to KVHI.

When the investor world realizes that Ka band birds pencil spotting to stabilized antennae will enable high speed MOBILE internet access, The one real and only necessary KILLER APPLICATION will carry KVHI to price heights that I just only dare to dream about.

That article was the best reading I've seen on the evolution of satellites.For Kvhi to fully bloom the birds must also advance.

I wonder if the development of switching satellites will, with time ,make their two satellite patent worth less Or is it the introduction of switching satellites calling the other satellites ,the "code to the o.s"that locks their future greatness to their destiny????

Thanks for the post


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To: robert b furman who wrote (382)4/3/2000 8:45:00 PM
From: akmike
   of 7012
Greetings to Robert and Roy and those of you from the MRVC thread. I am in as of today and like Steve, like what I see. One hole in my due diligence is an opinion of management outside of the performance reported publicly. Robert and Roy have reported good cooperation from IR but there are no anecdotal opinions about management in the posts which I have reviewed. (Back to early l997) Has anyone gotten an opinion which arises from personal experience?
For disclosure purposes, I am a Globalstar shareholder and don't see much overlap between GEO and LEO. I am a landlubber but feel that the marine telephony market will be won by G* since it will be a lot more convenient to use the G* terrestrial connection when possible and the handset is much more portable.
I am excited about the KVH market for mobile internet and TV and also the fiber optic voltage sensor.
Good luck to all and a special thank you to Sector for alerting me of the opportunity.

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To: akmike who wrote (383)4/4/2000 7:18:00 AM
From: robert b furman
   of 7012
Well, I just can't help myself.In the spirit of going with the new guys on this thread I bot 1000 shares at 6 1/2.I've been terribly spoiled from past bargain prices - but I just think this company is doing all the right things that high growth small caps should:

dominant leaders in a niche (this perhaps should be plural)
strong margins
no debt
high quality product
frequent innovation


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To: robert b furman who wrote (384)4/16/2000 6:03:00 PM
From: Sector Investor
   of 7012
I've been spending some time reviewing information in the
last several SEC quarterly and annual reports looking at the
expense components, especially R&D and Sales and Marketing
to gleen where these are going in the future. Both of these
items were higher in 1998 and 1999, which combined with
mailitary sales, led to the string of losses.

The R&D of course is what is allowing the new products (and
thus new revenus streams) to become available. Looking this
over, and recognizing that they are just scratching the
surface on sensor based products and markets, I think R&D
will remain high for some time to come.

Sales and Marketing may decrease a bit from Q4 through, as I
think they may have had some one time expenses due to new
product introductions.

There are hints the military orders are bouncing back,
especially in the Q4 report which said:

"Navigation sales decreased 18% in 1999 to $11.4 million
from $14.0 million in 1998 due to slow sales during the
first half of the year and some delays during the second
half of the year in finalizing certain military contracts
that had been awarded.

Communications revenues have been consistently increasing,
and the Marathon Coach and Delfin contracts have not been
felt yet. As such, I am looking for revenue around 7 million
in Q1.

This information is from the 1999 annual report.

Research and Development

The Company's research and development efforts are based
on its core sensor technologies and focused on developing
new products that will have broad application across
existing and anticipated strategic markets while improving
performance and reducing manufacturing costs for
products in the market.
A substantial portion of the
Company's research and development expenditure is devoted
to basic research for core technology development projects.

The Company's research and development activities fall into
two categories: internally funded research and development
and customer-funded research and development. The Company
has financed virtually all of the cost of developing the
Company's marine navigation and satellite communications
products. Prior to 1999, development of the Company's core
sensor technologies was subsidized to a large extent by
grants under the United States government's SBIR program.
Much of the funding used to develop KVH's products for the
military navigation market, in which a significant
engineering effort to develop enhanced features requested
by the customer is frequently involved, also has been
derived from government sources. However, in 1999 the
Company internally funded a large percentage of its military
and FOG research. Customer-funded research and development
is included in cost of sales.

The Company's total expenditures for research and
development during 1999, 1998 and 1997 were as follows:

<C> <C> <C>
Year ended December 31,
1999 1998 1997
(in thousands)

Internally funded R&D $ 4,199 3,991 3,175
Customer funded R&D $ 648 936 630
-------- -------- --------
Total R&D $ 4,847 4,927 3,805
======== ======== ========


As of December 31, 1999, the Company employed 170 full-time
employees. The increase in total employees from 154 at
December 31, 1998, resulted primarily from a need to
strengthen research and development, customer support
and marketing activities related to new products.

KVH utilizes the services of temporary or contract
personnel within all functional areas to assist on
project-related activities.

From the 1998 (not the latest) Annual report

Several new TACNAV orders that contributed modest
revenues in 1998 have potential for more significant
sales going forward. The United States Army extended its
TACNAV use by installing systems in National Guard
vehicles, the first deployment that expanded upon the
initial contracted applications. TACNAV systems also were
selected in 1998 as a key component for testing in the
U.S. Army's Task Force XXI Battle Command Brigade and Below
(FBCB2) program. FBCB2 is the digital battlefield effort
that the Army has underway to provide battlefield
commanders with comprehensive, real-time digital
information, electronic coordination and situational
awareness through an integrated tactical computer system.
Also in 1998, the United States Marine Corps selected
TACNAV Light systems for a rebuild of AAV-7's.

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To: Sector Investor who wrote (385)4/17/2000 12:06:00 PM
From: Brasco One
   of 7012
sector, i'm in. 3s look good.

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To: Brasco One who wrote (386)4/19/2000 12:11:00 AM
From: Sector Investor
   of 7012
Earnings are Thursday. The call is at 11:30 Eastern.

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To: Sector Investor who wrote (387)4/19/2000 12:15:00 AM
From: Brasco One
   of 7012
sector, i got introduced to this stock when it was 6 or 7.

fortunately, i waited and got in at 3 1/2.

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