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

To: Bill Fischofer who wrote (2755)	7/31/1999 4:00:00 PM
From: Dave Shoe	Read Replies (1) \| Respond to of 6847

Xybernaut is NOT likely going down the tubes. Again, I suspect the XYBR average will move down very slowly for a half year or longer before royalty momentum rumors start to solidly and permanently pick things up. I do see them with insufficient financial and engineering resources to satisfactorily upgrade their product any time soon. That's fine in my book, as CPU speed needs to at least double and the power consumption be cut in half before a wearable PC can get close to becoming a mainstream industrial tool. Any efforts this year would likely just create another insufficient (IMO) wearable. I believe Xybernaut knows well that they have an insufficient (IMO) product for mainstream industrial acceptance, but has battened down the hatches and is waiting out this horrid product cycle. They will continue to speak in an upbeat fashion about the MA-IV in order to suggest that they are doing "all they can" to promote wearable computing, thus protecting their patent claims. They, in fact, ARE doing all they can. The wearables infrastructure is being developed, and a suitable product will come on line when technology advances sufficiently. I suspect that other manufacturers (IBM, Sony, etc.) will beat Xybernaut to market with a satisfactory wearable PC, as Xybernaut seems mostly capable of designing solid, clunky-looking products remenicent of mid-fifties drive-in movie technology. (Jeepers. Is that a jab? Naw, just an opinion. Available palmtops all look sleek and thin, wearables still look too bulky.) I strongly question the credibility of management (and the motives of their PR), but I don't suspect they are intent on hurting investors for their own gain. I will be watching for a re-entry point into Xybernaut. I do envision a solid floor around 2-1/4 (with occasional dips into the ones) based on a healthy patent portfolio, anticipated future dilution, and permanent loss of interest by many core investors because of apparent management incompetence. Watching 2Q99 with interest, Shoe.