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

To: Jason Flora who wrote (2870)	11/4/1999 12:11:00 PM
From: Dave Shoe	Read Replies (1) \| Respond to of 6847

A year and a half ago Xybernaut came out with the PR which placed an association between themselves and Sony. I thought, at the time, that this indicated Sony had a major appreciation for Xybernaut. As it turns out Xybernaut had mainly just selected and paid Sony to build the tooling for the MA-IV and to assemble the MA-IV. While Sony would be a reasonable choice for the MA-IV project (based on their expertise), this selection was hardly the milestone that the PR pumped it to be. Today's PR regarding the IBM alliance does seem to have some substance to it, though I would be cautious about how deep the interests go. I'm also interested to see that more automobile manufacturers are planning to put PCs in their vehicles within the next few years. GM's recent announcement puts them in the race with Ford and Daimler/Chrysler. Still, I doubt a wearable link will develop from the automobile PC, any more than a link has developed between the car radio and the walkman. The first truly successful "consumer wearable" (non-industrial wearable) will most likely be a special-purpose computer with digital video recording, digital audio recording, music and video playing, very powerful internet access, and cell phone functions - all standard. It'll have a disk drive and many PC mechanicals, but will develop it's own operating system which will remain a subset of the PC, and will maintain a legal distinction from the PC due to it's unique evolution. The consumer wearable market will evolve away from the business PC. Xybernaut's (next) product will be a hit with industry, starting in about a year. Sales will start out slowly (classic ramp-up), not explosively, and will continue to grow steadily for years. I do see Xybernaut being a dominant force here. Initially, Xybernaut will market to, and try to sell to, the mass consumer market, but the product they offer (and which falls within their patent realm) won't stand up to the taylored products and low price-points which will eventually hit the consumer market in force. This is my current vision for Xybernaut. Good luck, Shoe.