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: Stan V. who wrote (4568)	9/8/2001 11:53:43 AM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 6847

Hello Stan, > An associate of mine called Compaq about getting a few of > the "new" iPaq's that were supposed to be released > recently. They didn't know what he was talking about so > he called HP to find out about the new Jornada 560 > series. The HP rep told him that they probably won't stay > with the iPaq platform because HP's is better. I would be really surprised if the iPaq were dropped ... from my experience - with customers, companies, and the market in general - the iPaq has a very large and growing customer base. I'm sure that they newly created company is going to "merge" these teams to put together the best of both worlds ... maybe the iPaq will benefit from some of the HP expertise. > Doesn't XYBR already have a relationship with HP, at > least in Europe? I'm not sure what the Xybernaut relationship is ... I actually think that the newly formed HP/Compaq will be a potential competitor to Xybernaut when they "wake up" a little bit more. In my meetings with Compaq teams, they were defensive of the iPaq strategy, but also amazed at the demonstrations that I did of current wearable solutions. > As for Hitachi, weren't the terms of XYBR selling the WIA > somewhat restrictive regarding support to others who may > want to license the technology? My memory is not real > clear on this. Maybe someone else is. I guess that the part I was surprised by is that Xybernaut is going to sell a new product, and bypass their own channel for this. I have seen numerous companies make the choice to "cut out" their own channel, but it has often backfired when alternative products from other suppliers came on the market. I believe that Xybernaut might want to consider allowing their channel to sell the WIA ... and still offer it through other channels. I'm not thinking of licensing ... just standard resale ... Scott C. Lemon