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Technology Stocks : XYBR - Xybernaut

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To: Wolff who wrote (3883)4/5/2000 11:12:00 PM
From: Scott C. Lemon  Read Replies (2) of 6847
 
Hello Wolff,

I appreciate your quick response, and I will attempt to respond, and answer your questions ...

> Mr. Lemon, please if you want to ask me straight
> questions, please just do it.

Ok ... I will. And in heeding your request, I will expect that you have asked me to do this so that you can have the opportunity to answer. I will always look forward to your detailed answers ...

> I am very disappointed when you or anyone takes things I
> say out of context, miss-analysis them and frame a
> question to me saying "so do you think this" I mean one
> question stand alone like that is marginally acceptable
> but a string of them is clearly not.

Ok ... I apologize if I have misunderstood the intent of your posts, however I will have to say that quite often the wording, and technique, that you are using is quite misleading.

I will give you the benefit of the doubt, although I have to say that some of your behaviors indicate otherwise ... there is no use in spamming threads with old information, and repetitive posts.

> My entire comments are in bold below, and you ask one
> question, but in the message I am replying to you imply a
> whole bunch of questions.

Ok ... I am not quite sure exactly what this means, however I will attempt to address your questions from my point of view ...

> Yes the name palmtop escaped me right then, but I stand
> behind it. NO I do not think that CE is a brain dead
> operating system.

Here, I'm afraid, we are going to disagree. I have worked around enough development teams, and even have attempted to write WinCE applications myself. It is not a consistent development environment, and I predict that Microsoft will soon abandon WinCE for all purposes. Yes, it might stick around for a while, but I do not expect it become a dominant OS ... so it will die a slow death. The XBox and Windows2000 will become the focus for Microsoft. If you viewed the press even last week, more WinCE vendors are "rethinking" their strategy.

> The comparison of those products show the price point for
> products in the area. XYBR is 10 times the price on most
> items.

But one of the major points that you are failing to mention is that almost every PDA and "PalmTop" requires a PC to be completely useful! Even HP in their own literature refers to the product as a "PC Companion" ... so you need to evaluate the two on an equal basis - PC+PDA vs. PC+PalmTop vs. Wearable PC ... and you need to perform your pricing comparisons on this basis ...

> XYBR will not have a sub-1000 dollar product for years
> according to the CEO.

I would have to say that I agree with this statement for now ... I believe that although we are getting closer, with today's components I can only get down close to a desktop PC price ... but this is where you need to understand that this kind of pricing is good enough! The market that will consume these devices will be buying them *instead of* a desktop PC or laptop computer ... not *in addition to* any other computer. Because of the power that a wearable provides ... I don't need any "PC Companion" ... it *is* my PC!

> You assert I have not put our real analysis but I did
> that on both the Patent, and the value of the Patents.

This is an area that I will defer to others ... I am not a Patent specialist. I'm not in the position to argue the value of Patents, or the potential for litigation, etc. I am simply looking at the inevitable evolution of computer technology.

> I put out the information that I do, if you want to ask
> me about it fine, but you make an assessement about their
> factuality, true, value. You say its missleading too. CAN
> YOU TELL ME AND SHOW ME WHAT YOU HAVE ISSUES WITH AMD
> COPY MY TEXT?

As you have requested, from now on I will ensure that I specifically quote your text in all of my replies. I will make sure that I am very specific about any of my comments.

> If you show me where I offended you don't bother, I care
> as little as you do in that regard. Asking me a question
> that you have the answers to is lazy on your part, you
> could have simply made a statement of you believes about
> CE and asked me something upon them.

I would suggest that we are both equally offended ... or offensive? And I would assert that incomplete posts, which do not reference sources are equally lazy ... ;-)

> Again how do you infer all this things? Its just wrong!

Ok ... I will observe and try to explain in detail when I see posts which seem to be out of line ... I would expect nothing else from you!

> The HP is an example of a product available today that
> handles many of the functions need for mobile life.

Again, this is where I feel that you do not have enough real-world experience in what is occurring in the workplace, etc. The HP is an example of a "PC Companion" which is incomplete without a PC, has no real storage, and is running a "crippled" operating system which does not support the breadth of corporate or personal applications. I have used my Compaq WinCE for a small amount of time and realized that it is a weak offering ... and *requires* a full PC to be worth anything ... so I have to own *TWO* computers, in a sense.

> Please show me a place on the net where you can get the
> MA IV for 3199. Also show me how it is configured. Does
> it have the mouse and keyboard input devices?

I simply hit the first place that I thought of ... Yahoo! Shopping. I put in the name Xybernaut and had numerous hits. The vendor that I found (Fox Computer Technology) has a page which states that the MA IV consists of the CPU, Color Flat Panel, etc.

store.yahoo.com

> Please tell me what are the killer applications that will
> drive the need for wearables.

This really start to move into a broad philosophical discussion about the future of computers, and the use of silicon to extend the abilities of the average modern human. I guess that there are many angles that I could attempt to address this from ... I'm not sure where to start.

What you are asking is a repeat of the questions that have been asked over time, whenever new technologies emerge. The skeptical people look at something new and say "But I don't need that!" "I can just keep doing things the old way!" But if you learn from history, we have continued to consume technology at an incredible rate.

What's the "killer application" of the car when we have horse and buggy? What about the airplane when we have the railroads? Why electricity and lightbulbs when we have gas and gas lamps?

I am no doubt a person that is an extreme example of the uses of computers. I do not know that I am ever more than 100 feet from my Internet-connected laptop at any time. And for the limited times that I am, it's only for hours. My laptop contains all of my business work, my research, and almost all of my communications contacts. It also contains personal information - from digital photos to new digital movies that I have been making. And for the last 6-7 years I have only been off the Internet for a week or two, here and there. (I'm actually trying to find a way to get good Internet connectivity to my friends boat for our annual cruises in the waters of Alaska!)

What I recognize now, is that this type of constant connectivity to the Internet, and constant use of computer technologies is only going to *expand* ... not remain static or go away. And so the children of the future will quickly grow tired of the limited little "play toy" PDAs and PalmTops. Instead, they will be using incredible amounts of computing horsepower and storage, in small portable computing devices, which will run *all* of their applications. These same "children" will look back at us with our desktop computers and laptop computers in the same way that they look at us using the old-fashioned "wired" telephones. "Tell me again, grandpa, why you wanted to use a phone that you couldn't take with you?" ;-)

> What type of computer tasks are needed in this manner
> which are not currenly provided for.

I can't even explain to you the number of times that I have had to open my laptop to use it - during meetings, at meals, on airplanes, in the car - it is my notepad, calendar, e-mail, identity storage, etc. And if I have to choose between a PDA and a PC ... I would take a PC anytime.

All of this talk so far, I haven't even touched on the "real" business uses that are in place today! if you look at the work going on at Boeing, and in other places such as inspections (the CMU project for Bridge Inspections) you'll see that these wearable computers offer capabilities far beyond the simple PDA ... and they are completely compatible with all standard corporate applications. A corporation can decide to buy the "mobile" employee a wearable, rather than the desktop.

> Please esplain why the Display adapters for headset view
> screens have been launched and failed in the past, and
> why someone would not just plug them into a laptop?

So I have been experimenting with this exact type of scenario.

I started to follow Virtual I/O which was one of the pioneers in this space. The specific application was for the augmented-reality and enhancement of marine navigation systems. The problems with the head-mounted displays in the past were many fold. Costs have been high. Resolutions have been low. Head tracking has been inaccurate and "jerky" and could not reproduce the type of "reality" that most people are used to and have come to expect. Our eyes and senses are very refined after many years of evolution. And so we have had to wait for the technology to "catch up". I believe that this is why we are now seeing much of the research into these issues beginning to reappear in commercial products. New components, LCD yields, gyroscopic technologies, and lower power requirements are now starting to provide much better solutions. It's only a matter of time ...

As for the laptop, why would I carry an entire laptop, if I am not going to use the large LCD and keyboard, floppy, CD-ROM, etc. most of the time? This is the importance of the XYBR "core" concept. If I have a core, I can put it into a laptop "shell" when I need a laptop, into my car when I want a car computer, and into a desktop when I want a desktop. The entire time I have my entire "core" computer with all of it's applications and data.

> Scott I remain skeptical to whether or not the current
> Market Value given XYBR is in line with its industry,
> competitors, and its relative merits.

I will agree that we are early in this "phase" of evolution, but I have not been able to locate any other company that has a focus in this area that I believe is inevitable. I do agree that the other manufacturers are going to "wake up" some day ... and when they do, they will see XYBR as a potential acquisition target, or potential competitor. If it is a competitor, then this is where the Patents will no doubt keep some lawyers entertained for a long time.

> There you have it, you can wonder not any more about my
> feelings. There is is the big mystery solved.

I do understand the usual human inclination to "doubt" ... but after I have been involved in the computer industry for 20+ years now I'm not as willing to doubt as much any more. What I see all around me is progress, IMHO, in a predictable direction.

> Again show me where you can find the MA4 at the price you
> state.

I have passed along the link ... I'll do more digging. I also have a long list of peripherals that I have accumulated. I'll be posting these on a web site that I am building that will detail some of the information and analysis that my company has put together.

> Ask me questions without assumptions of my positions and
> I will do my best to respond. Please stop taking
> liberties in what you think I have intended to say, and
> please stop posting things that you clearly know that I
> have not.

I have never posted anything but my honest assessment of what has been posted by others. Of course, it is always my opinion and I will attempt to explain in all cases why I have this opinion.

Just as you have taken the liberty to ask things of me, I will take the liberty of asking things of you. Please, think carefully about what you post, and ask questions so that we can have a productive discussion. I apologize if I have misinterpreted some of your posts, language, and techniques, but I too want to continue to learn about this area and the future. I look forward to continued evaluation of wearable computers, and of XYBR.

Scott C. Lemon
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