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.

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

To: Wolff who wrote (3835)	4/3/2000 11:55:00 AM
From: Joe T. Kelly	Read Replies (2) \| Respond to of 6847

If the selfware acquisition is supposed to take place this week with a purchase price of 400,000 shares at 20/share and the price is only 16 or so. Does this mean that more shares will have to be transfered or what? thanks, Joe

To: Wolff who wrote (3835)	4/3/2000 12:34:00 PM
From: Stan V.	Read Replies (2) \| Respond to of 6847

I suspect old Ed was talking about the next industrial version MA-5. I have heard him say a consumer wearable in 2001 in the $1500 range. As a shareholder, I would rather see them license the consumer wearable to consumer savy box makers like Dell and others. Those companies are much better judges of pricing to this market and selling to same. XYBR will probably stay with their current industrial solution strategy ah lah IBM EON until they can get enough cash flow going to really push their own line and even then I would guess it will be premium priced IMHO. Either way, the commercial market is quite large and XYBR is already there.

To: Wolff who wrote (3835)	4/3/2000 8:18:00 PM
From: Scott C. Lemon	Respond to of 6847

Hello Wolff, > CEO said MA 5 will cost 25% less than current version, on > radio wallstreet. Current version $5-8000 depending on > configuration.... Price is a factor, I think we can agree > on this. I agree completely! Price is currently the biggest factor that is preventing a much larger audience from considering the XYBR products. Since I have been researching in this exact space for a year+ now, I have found two core reasons that I believe XYBR is higher than desired ... 1. I have run into the "Yen Exchange Rate" issue with numerous of my suppliers. Prices jumped up and got more expensive 6+ months ago ... and it hurts. 2. The other real reason that XYBR is not more aggressive is their failure to be able to provide a "Celeron" solution. Their products are still built around the Pentium III designs which are far more expensive - $1000 in some cases! But XYBR is caught waiting for Intel to finalize/ship their embedded versions of the Celeron and/or their manufacturing partner to incorporate these devices. I'm very curious about the status of the Crusoe(?) from Transmeta, and XYBR's evaluation of this as a "second source" ... these should be very low-power, and maybe pricing will be more aggressive ... it nearly matches high-end Celerons now ... Scott C. Lemon