Mr. Lemon stop BASHING me for holding a skeptical view on XYBR.
Mr. Lemon to avoid undue confusion I believe you are not a straight poster, and that you linguistically and knowingly emote false impressions to readers, and further that you mischaracterize my positions in order to benefit your conclusion which is not open to reasonable challenge.
You say this I noticed that in this post, you have not responded to my specific questions, and you have dropped several of your arguments. I think that everyone on this thread recognizes this as your acceptance of my position
Other than you position on me, I am not sure what your position is Mr. Lemon
1. Did you buy the stock up at 18-23 when you were posting to me earlier? More importantly is you assessment a recommendation to buy this stock To be clear I do not think that XYBR is a safe investment for any price over 5 dollars, from where the stock came, I see no material events to change that impression
2. Mr. Lemon are you concerned about the Auditors concerns, the cash position, the further dilution, the purchase of a company with former XYBR insiders involved?
3. How much value do you give the Patents, I have estimated the value at 39 Million over 4 years. That is an optimistic evaluation as well, assuming a 100% capture of the market. Would you like to offer you estimate?
4. I continue to show strong industry motions to move away from any CORE concept, the price of RISC processors is trivial, and designing in as Static core both constrains size considerations and limits functionality, not to mention it will increase costs. What is your view, other than you personal evaluation on me.
5. You choose and continue to choose to attack me, WHY, why not address the concepts I raise?
6. I have shown devices that contain all the key elements of the Core that are in production today. Do you feel that the Core patent can withstand these challenges?
7. The CEO said on radiowallstreent that he expected the 5000++ MA4 to be improved functionally and have a cost reduction of 25%, he further said he expect that 25% to hold true for the MA6. That is about 2 years of product and prices....why do you discount what the CEO said himself? I think that very clever of you.
8. There is no compelling application for the Wearable computer; it will go the way of the Newton without one. What is it? Be specific! The Palm 7 is old technology already, you should expect the next version out shortly, your analysis is contains the common fallacy that the competition is static, and not a moving target. You know as well as I that the Palm, Handspring and other serious teams are focusing moving the ball forward, and they have the resources, and the 7 to 8 Million users of Palm to build off of.
9. I calculated MA4 sales over the last TWO years to be less than 1000 total units. Sales divided by average selling cost. In any regard, sales of the MA4 are dismal, and do not contain any evidence of a strong demand within corporations or users. What do you make of the 1000 unit sales over 2 years?? Lemon?
10. Finally a straight question from you?."What is the killer App for the laptop" I would suggest what drove the adoption of the laptop was high up corporate managers that spend much time in the air. The needs for size and battery life were the driving needs. From 1993-1997 I would say that is what drove sales and adoption of the laptop. Not to say there were exceptions, but it was the Corporate World need to enable the managers in what was dead time for them. Btw if the MA5 or MA6 better not have wireless communications capabilities or they will be banned on all air travel.
11. Okay so you got me to respond to this YOU SAID"As I said, feel free to continue to hate me, "yell" at me, be angry with me" You are a BS artist and a very DIM one, you can paint your false impressions and conclusions but you or neither right or honest with them. You know that, right? (I won't respond to any of your further attack the messenger posts)
12. Simply put I do not see a compelling need for $3000+ devices to service the mobile market, which is not already on track by Palm and others. Niches may exist but they are trivial in terms of Market Size. I offer off current sales of 1000 or less over 2 years, and 7-8 MILLION Palm users. You have a future in your mind I understand, I have not issue with that, it?s just that I do not see how we get there from where we are at now. Further I suggest that you massive adoption WILL NOT happen. I am skeptical to all this Blue Sky stuff. Aren?t you concerned about the low sales and the market lead by Palm?
13. You assertion that a wearable or desktop it not an ISP is true?.and totally meaningless to the conversation.
14. XYBR needs to use MSFT OS to run VIA Voice which XYBR has contracted to buy 25,000 copies of in 1998 I believe?.from SEC docs. XYBR is locked in to the full blown OS don?t you agree?
15. Finally clear and obvious agreement by you on the Killer APP YOU SAID: All of us who have worked in the software industry understand that developers and applications are what drive sales. That should end your drivel, what is the Killer Application, what is it? I believe that needs are going to be filled by smaller more application specific devices such as cell phones and PDAs, you offer nothing to change that opinion. All you say is the flexibility of the PC is what is needed. I do not share that view, I believe the multi-dexterity of the PC is NOT NEEDED IN THE MOBILE WORLD. What do you think?
16. Not licensing and making the MAC OS the world standard when the rest of use were confined to DOS was the biggest screw up off all time. I believe it was under Scully who pushed out Jobs, so whatever, I think Jobs would have figured it out?.by the time he came back it was not an option. The Market had swong over, Windows crushed Apple, and lay-offs of occurred. If you cousin disagrees with that well he is as myopic as Apple was. You are so locked in to disagree you seem to have lost perspective. Apple flubbed, just the facts. MSFT/Gates came in an bailed them out.
17. Lemon do you have no shame? YOU SAID:
> Your cousin is counter to the common perception, and
> offers not alternative. Sounds like he is not very in
> tune to me. What does he offer for the question?
Hmmm ... so already, without even knowing someone, you once again begin the hateful, angry insults and accusations
Hateful? Angry? Insults? Where in the world do you read in all that. What BS. I'll say it again, your cousin is counter to the common perception, and
offers not alternative, he does not sound in tune with the industry. Are you okay with that? I do not think his opinion is shared by industry, and is myopic.
Mr. Lemon I would like you to explain how your vision of XYBRs future flows out of their very weak financial position. Until then is just another Vaporware de jour
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