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Technology Stocks : XYBR - Xybernaut

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To: choban who wrote (124)	10/1/1997 5:09:00 AM
From: Kaz	of 6847

Now I just want to answer ALL of your questions.... 1) Why is it that Bill Gates with all his resources can't do any better than a 65% accuracy on voice commands, yet Xybr with 43 people expect to solve this problem by next June with a small British software company? Have you ever read the book "The First $20 Million is always the hardest" by Po Bronson (No I don't work for Po Bronson either) :P. But in this book a small team of 5 people - did what nobody else in Silicon Valley could - they designed a $300 internet computer for the masses. While this book is fiction, the priciple behind it still remains the same. In a lot of cases a small focused group of people HUNGRY to excel in the area that they specialize in will do far better than a large unorganized group of people - where the group members main fear is that their individual technological breakthrus and discoveries will go unoticed outside of the group - or worse yet -- be claimed as someone elses discovery. We must remember that MSFT was also a small group of less than 50 people at one time - and all Bill Gates had initially was his 'Rosey Vision'. 2)What breakthrough in battery technology does Xybr expect will happen that will significantly reduce the size of their packaging to meet the consumer requirements? XYBR did address the batter situation during the conference. They stated that the current battery being used has +/- 4hours of battery life (probably depending on what attachments you have connected ie wireless communicatios, Global positioning unit etc). BUT they also said that they are working on making the units battery pack hot-swapable - meaning that when the battery get dangerously low you could pop it out and pop in a new one without losing any data or having to reboot. Now why hasnt the cell phone iindustry thought of this?!? 3)What patents does Xybr or Sony have that will prevent Compaq, Motorola, or Dell from knocking off their product and eating their lunch? XYBR holds worldwide patents (At least that what I think I remember them saying at the conference). Specifically, patent# 5,305,244 you can do a search at patents.uspto.gov if your interested. XYBR also has the patent enforcing attorney-god from XEROX - I was going to cut and paste this info from the wall street forum site but it wont be available till tomorrow. :( 4)Why does Sony need Xybr after the initial design? Why would'nt they? Maybe Sony will attempt to buy them out at some point - who knows. But they surely wont try to make there own Wearable voice-activated computer after being a partner with XYBR - that would be bad business on Sony's part. I would think Sony will just try to increase it's stake in XYBR once the ball gets rolling. 5)How much revenue will Xybr get from this Sony deal and when will it show up? Specifics of this deal have not been disclosed as far as I am aware of - BUT XYBR has gotten plenty of attention and many new investors from being in kahoots with Sony already. Manufacturing (or is it distribution) of the Pentium version is to begin in Summer 1998. I think XYBR said they will do an initiall run of 5000 units. The units are priced between $6K-$9K depending on volume/options. That would be about $30million in revenues on the low end. 6)Even though several people from Xybr routinely read and contribute to this thread, why do they not identify themselves as working for Xybr? Personally, I think your a tad bit paranoid. How many companies actually do make thier presence on SI known? If you ran a company would you answer all the investors questions on thread bashing naysayers and prasing followers? I just don't think it would be wise for companies to participate in their respective SI threads...I'm wondering if it could even be a little borderline with SEC regulations. Oh well..I do agree that they do probably read the thread. I doubt that they contribute to it. - Kaz

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