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Technology Stocks : XYBR - Xybernaut
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To: Wolff who wrote (4285)7/12/2000 8:57:43 AM
From: Stan V.  Read Replies (3) of 6847
 
Thanks for posting these article clips. They really illustrate the value of XYBR's IP which, I am sure, is the reason for the preliminary institutional interest. The move of PALM, Nokia, Sprint, and others toward joining wireless communications and computing is fantastic news for the future. XYBR won't need to be a box maker with the low margins that entails. For the highly competitive consumer applications they can leave it to the ones who do it best and collect royalties. XYBR continues to target commercial applications which have much higher margin potential and need specialize software development to create a complete solution. A reflection of IBM's EON strategy.
I have noticed press lately regarding PALM's push to license their software in an attempt to get the higher margins and create a handheld standard. Seems they recognize the increasing competition cutting into their box margins.
I have recently purchased a Handspring Visor (with PALM OS) and it is quite functional. It was half the price of PALM's comparable product. But even with all of the modules and planned modules, it doesn't even come close to covering my real needs. The Casio with Windows CE 3 doesn't do it either. I'll just have to wait for the MA V next year complete with wireless communication and full PC capability.
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