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

To: MSB who wrote (1773)	12/8/1998 1:14:00 PM
From: Charles Broderick	Read Replies (1) \| Respond to of 6847

Sure, If I get a p&l forecast, from people who have no plan achievement record, and are green field so to speak, irrespective of their previous experience, I'm going to Henry Kissinger their forecasts,and test the figures exhaustively. If I were committing my production line to a new company's orders, does'nt matter what good will exists, in the absence of track record, I am going to throw out their order as often as necessary until I believe them. Not least of the criteria is their ability to pay for what I deliver. The fact that some other manager in some other IBM division is sweet on them does'nt impress me, so to speak. What is interesting about this line of thought, is if my my IBM colleagues underwrote their order, it would suggest that the order in question was the minimum required to satisfy IBM's own plans for the sale of their product..if you follow me. Suffice it to say that IBM operate to internal disciplines and controls (where many others might not) that would prevent as far as possible the use of too much imagination, or people getting carried away by the euporia surrounding such an innovative and dramatic technology. From anyone else I'd look for the "bullshit" in the forecast, from IBM I'd be far more assured in the credibility of the announcement. There is such a thing as Credit Control in the business world I operate in, and I am sure this applies to IBM....would'nt you think?? The Irish Xybyte