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Technology Stocks : XYBR - Xybernaut -- Ignore unavailable to you. Want to Upgrade?


To: jcmoore who wrote (2733)7/16/1999 12:41:00 PM
From: Rascal  Respond to of 6847
 
I have been following this stock for over a year. And I really think they can be positioned to be in the right place at the right time.

But really.. somebody tell me...can they do it?

Do they have the right contacts??

Any strategic PR people on board?

Just wondering,,,



To: jcmoore who wrote (2733)7/16/1999 4:34:00 PM
From: Dave Shoe  Read Replies (2) | Respond to of 6847
 
Per news release:
>>>"We feel that the warrants have provided resistance
>>>in the past to the stock moving above the strike price
>>>of the warrants."

Actually, I think the lack of a viable product is possibly more the reason.

The MA-IV, in my humble opinion, provides insufficient utility to the industrial customer. The bulky headset apparently becomes uncomfortable after a few hours. Can you imagine wearing it 8 hours a day for a few years? CPU processing power apparently slows to a crawl when handling speech input. Battery life falls somewhere between "less than three" to "about six" hours, depending on who you ask. There is apparently too much cabling for convenient use. This product doesn't seem to have been alpha or beta tested for high-volume sales.

Six months ago Xybernaut twice published info which strongly implied 1999 would be a $100 million year. Presently they hold to a $40 million projection. I have recently learned to greatly discount corporate rhetoric. I'm presently expecting far less than $10 million this year, however I am only going by my intuition, and it is frequently wrong. Just have to give my perspective, as I am following this stock closer than any other, in order to learn a solid lesson.

I see, in Xybernaut, persons who are passionate about making a successful, quality product, but I don't presently see any hotrodders who are just plain nuts about making a great wearable computer.

I fully expect Xybernaut to stake some solid success in the wearable PC field (possibly on the patent portfolio alone, as IBM will likely beat them to market with a worthwhile wearable PC), but don't see technology being available for two years. More CPU speed, smaller packaging, reduced power consumption, improved batteries (Li-poly), and matured software will be keys. Price will not be an obstacle when the right machine is available.

Shoe.