Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (63382)	1/16/2000 8:00:00 PM
From: puborectalis	Read Replies (2) \| Respond to of 108040

REREAD this news and you'll wish you had bought XYBR at $4 : RAM CAPITAL ANNOUNCES INVESTMENT OPINION ON XYBR; CITES STRONG EXPECTED REVENUE GROWTH BUSINESS EDITORS NOTE TO EDITORS: THE FOLLOWING IS AN INVESTMENT OPINION ISSUED BY RAM CAPITAL PALM BEACH, With patents in hand I see no upside limit especially if Transmeta has developed an advanced product which will only enhance the Xybr devices. PALM BEACH, Fla.--(BUSINESS WIRE)--Dec. 1, 1999-- RAM Capital Management of Palm Beach Florida, has initiated an investment opinion on Xybernaut Corporation, (NASDAQ: XYBR.O). We believe that the company has entered into what may be their greatest period of accelerating revenue and earnings growth, making the stock undervalued at the $4.00 level. Recent impressive strength in the stock of XYBR, has encouraged us to state our opinion earlier than we initially anticipated. This analyst has noted a recent upsurge in media coverage for "Wearable PC's" without mention of Xybernaut's Patented Mobile Assistant; first on CNBC on Friday Nov. 26, then on the front page of the business section of the Ft. Lauderdale Sun-Sentinel, Saturday, Nov. 27, 1999, and on Fox TV Sunday during the X-files. Although the media coverage this past week has been featuring a product manufactured by the Japanese unit of IBM (NYSE: IBM.N), and camera maker Olympus, we feel that all wearable ships will rise with the tide and that Y2000 will be the year of the Wearable PC. IBM confirmed their entrance into the wearable market yesterday in a press release. Xybernaut currently holds 450 patents surrounding the wearable computer and its usage and on Nov. 15, 1999 won the coveted Grand Prize for Best PC Product at Comdex Japan, for its future-forward technology and its outstanding product design and engineering, beating out 100 other candidates. The award presentation was widely covered by the Japanese press. We feel it is only a matter of time before Xybernaut and "wearables" becomes a household word. America Online, (NYSE: AOL.N) was featured in the Dec. 6, 1999 edition of BusinessWeek, outlining their plan to get inside every information appliance. The article focussed on their alliances with Gateway, (NYSE: GTW.N), to develop internet appliances and home networking devices; 3Com, (Nasdaq: COMS.O), to develop AOL branded handheld organizers and AOL's email on the Palm handheld device; Motorola, (NYSE: MOT.N), to put AOL's Instant Messenger on their new wireless devices, and Direct TV, (NYSE: GM.N), to bring AOL to the TV screen. The one area that wasn't mentioned was the wearable computer. It seems reasonable to us, that eventually an AOL, or similar industry giant, will turn towards Xybernaut, and bring either AOL, Microsoft, (Nasdaq: MSFT.O), or other online service provider to the wearable world. This analyst has personally viewed a demonstration of the XYBR MA-IV with attached hydrogen sensors manufactured by DCH Technology, Inc. (OTC BB: DCHT.O), in April 1999 at the National Hydrogen Associations annual conference, in nearby Vienna VA. The combined MA IV with the Robust Hydrogen Sensor was a crowd thriller, as there has never been real time critical data retrieval combined with reference data available to the hydrogen safety industry; which is estimated at a current $440 million annually, and growing. We believe that the remote hydrogen sensing market will be just one of the many industries where the Xybernaut MA-IV, will prove to be invaluable as both a life saver in hazardous environments and in the maintenance and inspection of plant machinery and equipment. One such application currently under study is the $9 billion annual highway and bridge infrastructure industries, and the multi billion nuclear power and petrochemical industries, where we expect XYBR and DCHT to build a formidable presence. After dropping as low as $1.00 per share in September, XYBR has rallied impressively to a high of 6 3/8 on Nov 14. Despite profit taking, the $4.00 level appears to have held, and may now be support. We believe this sets the stage for a resumption of the advance. Because of it's highly volatile trading history, we have chosen not to put a price target on the upside potential of this stock; at this time. We do note however, that XYBR's 1998 high was $12 1/2, in May 1998, and it would be logical to expect selling at that level, if it were reached. At approximately 24,000,000 shares outstanding, XYBR at $4.00 has a market cap of only $96 million. With the expected launch in Y2000 of the IBM and Olympus product, (that doesn't even have a keyboard yet), it is our opinion that Xybernaut's MA-IV, with its patented and field tested keyboard design, and voice activated command features, will be the major beneficiary of this international marketing campaign, and is the basis of our investment opinion.

To: puborectalis who wrote (63382)	1/16/2000 11:07:00 PM
From: Ron Pratt	Respond to of 108040

VOXW as related to XYBR....Warehouse Picking - Many workers in the distribution industry assemble orders for individual customers by walking through warehouses, individually selecting items and preparing orders for shipment. This "picking" function employs millions of workers in North America alone, and certain warehouse operations have begun to deploy speech-based products to enhance the accuracy and speed of these operations. Using speech systems, picking instructions are synthetically generated from text and sent to a pickers wearing headsets. While the pickers' hands and eyes remain free, pickers select the items, then confirm the action using voice commands spoken into the headsets' microphone. Customers employing speech-based products for picking applications have enjoyed the benefits of increased productivity and the eliminations of paper. Grocery operations, pharmaceuticals, apparel and consumer packaged goods industries especially benefit from the use of speech-recognition-based picking applications. Logistics Receiving - Distribution and warehousing facilities receive hundreds, thousands and sometimes even tens of thousands of packages daily Each of these packages must be formally received such that the warehouse's system can account for and track the package. The receiving process can be cumbersome, relying on paper or keyboards that tether receivers to PCs and generate high error rates. Speech-based receiving allows dock workers to speak critical information required by their database software while remaining mobile and maintaining free hands and eyes to lift and move items. Often, the information entered using speech commands is used to generate a bar code label in what is known as a "voice-to-label" application. Cross-docking applications, import-export or third party logistics operations, returns processing operations, and re-manufacturing (e.g. auto parts) warehouses can expect particularly attractive operational benefits from the use of speech-recognition-based products. Warehouse Inventory and Cycle Counting - Nearly all of the 500,000 warehouses in North America conduct physical inventory or cycle counting operations on a regular basis. The typical method employed today uses paper and pencil to record information, and off-line keyboard punching to enter inventory data into databases. Using a speech-based product, a cycle counter can walk through the warehouse with a headset and belt pack speaking stock locations and physical count information; no keyboard entry is required to update the warehouse's database. Speech-based inventory systems are designed to enable hands-free counting, instant data input and reduced inventory times. Manufacturing Inspection - Newly manufactured goods are often inspected at the end of or during the manufacturing process to highlight defects and properly disposition finished goods. Similarly, used automobiles arriving at any one of the many auto auction facilities in the US must be inspected for features and defects before auction. Previous to the availability of speech recognition technology, these inspections were accomplished with pen and paper. Speech recognition-based products allow inspectors to input more information faster, and without removing their hands or eyes from the item under inspection. Package Sorting - Package handling companies process thousands of packages daily, and require an efficient, accurate method of logging critical information into their tracking systems. Using speech recognition products capable of effective operation in very loud environments, package sorters can now use their voice to input destination zip codes and other information, allowing the tracking system to generate bar code labels that are then used to track the package to its destination. Speech recognition provides a natural, fast, accurate method of recording information very rapidly in this environment while very little training for new workers in this traditionally high-turnover industry.