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 (4008)	4/23/2000 10:45:00 PM
From: Scott C. Lemon	Respond to of 6847

Hello Wolff, I am so glad that you are agreeing that this wearable computing market is for real! And thank you for the information on this additional heads-up display technology. You sometimes provide a wealth of knowledge about this wearable computer market ... and I've found several more links while researching the points that you bring up! I visited their web site: eye-trek.com There is a lot of information, however things aren't as good as it seems. The old news that you have posted has not delivered ... yet. I know this is only from 12/03/99, but they do not have a product that is shipping ... I have contacted their sales department to find out when it might be available. The "PC Eye-Trek" that is talked about is not yet available from Eye-Trek. They are currently shipping their Eye-Trek (the model FMD-150W is the "usable" solution) and it lists for ~$1000 ... not bad. A couple of points: 1. They talk about a wearable computer prototype from IBM ... but no shipping products. 2. They don't provide information on their battery life. Although the 1.6w power consumption figure is very good ... I'm trying to determine what voltages they are going to require. 3. They seem to indicate that IBM is also demonstrating their own competitive technology to this: The PC Eye-Trek was first demonstrated with IBM Japan's pocket-size computer prototype late last month. IBM Japan has been pursuing a "wearable" computer and the first prototype was shown in September 1998. At that time, IBM Japan demonstrated its own monochrome head-mount display. 4. Due to the standard video I/O interfaces, you have found yet another wonderful technology that Xybernaut is fully capable of taking advantage of! 5. Due to the "Virtual Reality" nature of these glasses, you would not be able to use them in a work environment. Most of the advanced research is going into "augmented reality" and these should work for that purpose ... but are not available in that format right now. 6. The resolution limitations are huge. The shipping products are only 240,000 pixels, which would not even provide 640x480 resolutions. 7. No ship date anywhere ... it's "vaporware" ... There is a good magazine review at: zdnetasia.com ... a repeat of the article at: eetimes.com Thanks again, and please keep the posts coming! This is a clear indication of our wearable future! Scott C. Lemon

To: Wolff who wrote (4008)	4/24/2000 2:48:00 AM
From: Wolff	Read Replies (3) \| Respond to of 6847

If the new IBM patent precludes XYBR from gaining profits from IBM sales of wearables via licensing revenue, how does XYBR hope to compete with IBM considering IBMs vastly superior technology. the below link is of the the IBM device that was built near 2 years ago ch.ibm.com How XYBR will profit and continue in any version of the wireless future is in an obvious question. One that with the exception of hype remains unanswered. The auditors growing concerns were real, how many money losing quarters can XYBR withstand before rushing off to dilute current shareholder equity? On November 4th 1999 XYBR announced it was in "advanced talks with IBM" What that means was never clear. Did it mean talks for XYBRs continued dependance on Via Voice? Does it mean that XYBR will begin to sell IBM hardware? Does it mean liscensing? Clearly with IBM current patent and those of the VIA corporation there is no clear single owner of wearable computer patents. Which is what I believe will be the end outcome. With the only limitation to entry in the wearable computer space being that of the company ablity to build a prodcut that the consumers want. Given the above, I do not see XYBR being able to compete on the hardware side with IBM and other entrants into the Market. Given that XYBR has no software or communications to standards to profit from, I do not see a turn into profitablity for the XYBR corporation. XYBR is not the only path to wearables, even though some may want you to believe that, what makes XYBR a profitable company is what is important, and considering XYBRs performance over the last 10 years I do not believe that XYBR has the management team skilled enough to bring it to profitablity. HYPE is cheap, but Profits are real. XYBR show me the money!