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

To: Charger who wrote (580)	5/15/1998 6:40:00 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 6847

I agree I was particularly impressed by the way he handled the patent questions, especially mentioning that their IPLaw guy was involved with Xerox. As you may recall, one of the reasons that Xerox became a giant in the early 1960s was because of the strength of their patent portfolio, which allowed them to dominate the early copier market. Nice to see XYBR thinking along the same lines. It is rare to see the birth of a new market so dramatically. What I find ironic is that just a few weeks ago Fortune ran a cover story on DELL with the subtitle "The last hot computer stock". A framed copy of that cover might look nice in Newman's office a few years from now. I sold a few shares this morning to recoup my initial investment and will now hold the "free" shares for the long haul. Within a few days/weeks this initial volatility will die down and XYBR will start to reflect its fundamental strengths. One point worth noting is that XYBR has been given a windfall in all this. Thanks to the past two days it has gotten millions of dollars worth of free publicity and its name recognition has multiplied a thousandfold. I'm sure their sales phones are ringing off the hooks with inquiries. That can only help their business model. The market is now primed to receive news of sales announcements in a way that would have been impossible before this week. I'm quite confident that by the fall when those "substantial revenues" that the company spoke of this week start to materialize that today's prices will be viewed in retrospect as the ground-floor opportunity they are.

To: Charger who wrote (580)	5/15/1998 7:50:00 PM
From: NeverRight	Read Replies (2) \| Respond to of 6847

Charger, if you are a long term investor in XYBR you are already predisposed to being impressed by the CEO, because presumably you wouldn't be in the stock if you thought the CEO was a Bozo. That said, CEO's that go on CNBC have a golden opportunity to show a ton of people and institutional investors what their company is about. If they are not well prepared they will not find too many people willing to put their money in. In defense of Faber and Joe, like they need me, they have been lamenting the short term play in certain stocks such as K-Tel for quite a while. I think part of the strategy would have been to bring in the demos and there would not have been time left over for those questions that you found unfair. If you are a long term investor this little blip shouldn't bother you, since it appears that the company is at the beginning of a possibly long history. (I'm assuming you are long) Remember, as you curse those day traders and short termers, that the stock may not have reached the highs that they have seen without them.