Here is a list of questions.
1. Xybernaut has stated that they have 8 million dollars in the bank but burn over 4 million per quarter given last years loss of 18 M divided by 4. So it cam be assumed cash on hand will be around 3-6 Million for end of Q1. Considering the burn rate of Cash how will Xybernaut raise funds? Will these method of raising cash further dilute XYBR current shareholders equity. 2. As of 12/31/99 XYBR showed inventory of 6,060,455 dollars. That is about 2 years of inventory. XYBR has already announced new products which could freeze corporate purchasing agents waiting for newest models. How will XBYR sell these units, and what risk exposure to inventory obsolescence does XYBR face, please not the inventory reserves being taken last year for unusable inventory. 3. XYBR has not been able to stop VIA II wearable computers from being sold without patent licenses: Why will they be able to stop others? 4. If IBM does not partner with XYBR and ends up as a competitor, what will the effects on XYBR be. 5. What upside with any potential XYBR and IBM deal is projected? 6. What are the patents of XYBR worth in terms of cash to Xybernaut? 7. Xybernaut has sold less than 1000 total units in the last two years, but has been making wearables for many years. Why are sales so low? What will change this? 8. Palm has sold over 7 Million Palms to consumers and has announced in a press release over 50K developers are no working on the Palm OS. What indications are there that this lead is going to stop. 9. Palm is also addressing the wireless market for internet and other types of online collaboration, why will the XYBR solution stop this effort and lead into the marketplace. 10. How will XYBR compete with the Cellphone makers. 11. If wearable ultimately do succeed what makes you think that XYBR will derive profits? 12. XYBR has bought a software company that has significant ties to XYBR via its President, and make only 100K last year in profits, was this a good purchase for XYBR? 13. The stock price of Xyber is about 1/3 of its highs, are there any indications that the stock will regain these levels. 14. With Bluetooth the possibility exists to have wireless headsets to laptops, it this a danger the XYBR future? 15. What makes you think that if wearables succeed at some point in time that XYBR will participate? |