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

To: Wolff who wrote (3907)	4/12/2000 11:49:00 AM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 6847

Hello Wolff, I hope that you are having a wonderful day today! > Lemon, I see no use for the "core", nor do I see any move > towards industry acceptance, for the Core, nor is there > any mention of a prototype being built. I understand completely that you see no use for the "core" concept. It is obvious from your posts. I would have to say that I believe this is because you have not truly examined the implications of computer platform evolution, but instead have only viewed superficial press releases. As for the move to industry acceptance, I'm not sure that you will see it until the investment opportunity is passed. I was working on the Internet in 1993 and saw exactly where it was going. Not only did I make money on my investments due to this fact (which took years to mature) I also made money on the bets that I made with people about how important the Internet was going to become to the world. I don't know about "short" investment techniques, but in "long" investment styles it is important to try and have some vision (like that provided by George Gilder) to guide you towards inevitable revolutions / evolutions. You can't wait until things are "obvious" or it's too late. > The core will more than a memory stick standard much like > a floppy drive. With the announced 1 gig in the works > what type of missing functionality is missing, that the > core has. Whether you choose to ignore this massive > industry trend towared the still-birth of the proposed > core is your choice. So once again I will try to explain the differences. 1) Software compatibility - if I walk into a Internet cafe, or a hotel, I might plug my "Memory Stick" into a system that is built into the wall. The issue becomes one of "standardization" of this platform. What OS is the cafe or hotel running? What apps are available? What is the hardware configuration? 2) Security and Privacy - more importantly is the issue of hardware ownership and software control. What if the person before me completely infected the hardware with some new virus? I plug my "Memory Stick" into the hardware and it is read completely, all information transmitted to some "identity hackers" web site, and then it is erased. There is no way to prevent this when the "core" computer is not mine! I'm hoping that these two examples make some amount of sense to you ... I can keep trying to provide examples for you. (And thanks for continuing to ask this, I am including these examples in a paper that I am writing, and you are being extremely helpful in forcing my to think through the various ideas and issues!) > As for you self involved pettiness. You may save it. Can you please explain this in more detail? I'm not sure that I understand what you are referring to. I would really like to learn from an articulate, intelligent, and humble poster like yourself! > The PC is not new either, but levels of adoption are, you > can not ignore the mass market trends. Ok ... so I think that you are agreeing with me that the PC is experiencing huge adoption rates compared to PDAs, etc. Correct? I would still thing that cell phones are growing even faster, however. > Xybernaunt other than hard core gadget freaks is a > curiosity. I would agree with you that we are on the early leading edge of this exciting new market and industry. For a "long" investor, this is the time to get in, and then to simply sit back and wait ... ;-) > This is clearly reflected in the stock price Lemon, you > are a great proponant of Vaporware, but Vaporware never > the less. Yes ... I agree with you that the stock price is still at an extremely affordable buying opportunity ... and I continue to buy shares on these dips. You are right to indicate that the general public, and the institutions have not yet realized the future that is going to unfold! I appreciate your comments, and I'm glad that we are starting to agree on so many fronts! Thanks again, Scott C. Lemon