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


To: Wolff who wrote (4032)4/24/2000 10:51:00 AM
From: nasdaqian  Read Replies (1) | Respond to of 6847
 
Wolffy,

Did you change your medication or are you just out and out plagiarizing now? Near lucidity and 85% grammatical correctness are strengths you previously lacked. Kinda weird. Is this a new you?

Concerned fellow Xybernaut, Bruce



To: Wolff who wrote (4032)4/24/2000 11:13:00 AM
From: Scott C. Lemon  Respond to of 6847
 
Hello Wolff,

Once again, I can understand how these complicated patents, and technical talk, seem to frustrate you over and over again. It's actually quite simple, if you want to learn.

But if you are here simply to confuse the issues, then I'm sure you will never learn the technology ... anatomyofbasher.netfirms.com

> 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.

From this statement it is obvious that you really don't quite understand the IBM patent ... it's only related to two specific areas of I/O connectivity, and doesn't address the overall concept. I know that patents are really tricky to read. What you need to do is go to the patent and carefully read the section called "claims" ... this is where the patent outlines the "claims" that are being made in the patent ... and they are very specific.

I know that you do not like other people to learn and gain their own perspective, but I would suggest that anyone interested in verifying our debate, can visit this link:

patents.ibm.com

Carefully read the section on "claims" and you will see that this patent is merely a method for optically linking the wearable to the display.

> the below link is of the the IBM device that was built
> near 2 years ago
>
> ch.ibm.com

This is a good link ... but it's not a product yet. XYBR has been shipping products for more than two years.

On another note, notice how IBM is *not* even using their patent in this case? I see a lot of wires ... ;-)

I do appreciate you coming around and helping to validate the wearable market. You seem to be realizing that it *is* a reality, and that it's only a matter of time ...

Be patient ... it's coming quickly!

Scott C. Lemon



To: Wolff who wrote (4032)4/25/2000 3:15:00 PM
From: Wolff  Respond to of 6847
 
Here is a list of questions.

1. Xybernaut has stated that they have 8 million dollars in the bank but burn over 4 million per quarter given last years loss of 18 M divided by 4. So it cam be assumed cash on hand will be around 3-6 Million for end of Q1. Considering the burn rate of Cash how will Xybernaut raise funds? Will these method of raising cash further dilute XYBR current shareholders equity.
2. As of 12/31/99 XYBR showed inventory of 6,060,455 dollars. That is about 2 years of inventory. XYBR has already announced new products which could freeze corporate purchasing agents waiting for newest models. How will XBYR sell these units, and what risk exposure to inventory obsolescence does XYBR face, please not the inventory reserves being taken last year for unusable inventory.
3. XYBR has not been able to stop VIA II wearable computers from being sold without patent licenses: Why will they be able to stop others?
4. If IBM does not partner with XYBR and ends up as a competitor, what will the effects on XYBR be.
5. What upside with any potential XYBR and IBM deal is projected?
6. What are the patents of XYBR worth in terms of cash to Xybernaut?
7. Xybernaut has sold less than 1000 total units in the last two years, but has been making wearables for many years. Why are sales so low? What will change this?
8. Palm has sold over 7 Million Palms to consumers and has announced in a press release over 50K developers are no working on the Palm OS. What indications are there that this lead is going to stop.
9. Palm is also addressing the wireless market for internet and other types of online collaboration, why will the XYBR solution stop this effort and lead into the marketplace.
10. How will XYBR compete with the Cellphone makers.
11. If wearable ultimately do succeed what makes you think that XYBR will derive profits?
12. XYBR has bought a software company that has significant ties to XYBR via its President, and make only 100K last year in profits, was this a good purchase for XYBR?
13. The stock price of Xyber is about 1/3 of its highs, are there any indications that the stock will regain these levels.
14. With Bluetooth the possibility exists to have wireless headsets to laptops, it this a danger the XYBR future?
15. What makes you think that if wearables succeed at some point in time that XYBR will participate?