Technology Stocks : KVH Industries, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (1312)7/1/2002 8:24:13 AM
From: Sector Investor  Respond to 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.>>

To: Sector Investor who wrote (1312)7/1/2002 8:50:34 AM
From: robert b furman  Respond to 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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