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

To: LT who wrote (1820)	12/26/1998 3:15:00 PM
From: MSB	Read Replies (1) \| Respond to of 6847

The following copy and pasted from the news link in post #1819: "The company is targeting worldwide annual sales of about 20,000 units, of which about 6,000 are projected to be sold in Japan" My opinion and thinking suggests to me that it wouldn't be logical to commit to ordering 25,000 units of software from two (?) companies and not be reasonably sure that they'll be able to use them. I believe the stock is in the doldrums right now just like it was prior to the 3rd quarter earnings release. I wouldn't be at all surprised to see the stock drift down into the mid to high 3's. Last time I missed the opportunity. Hopefully, not the next if in fact the stock does drift down to that point. I strongly believe that we'll see a mirror image in the trading prior to and after the next earnings report. Maybe management is just keeping a lid on things or timing the releases leading up to the next quarter. Hate to cheer-lead, but firmly believe that (for my money), the next quarter will not disappoint. However, should sales not meet the coming expectations, I hope management will have the good graces to let us know prior to the next earnings release. Betting on a good future, Mike

To: LT who wrote (1820)	12/31/1998 12:58:00 AM
From: Dave Shoe	Read Replies (1) \| Respond to of 6847

It's me again, I just got a PM requesting clarification of my Siemens question. This thread is quiet enough. I might as well respond to it here. Here's a portion of the original email I sent to Xybernaut: >>>As an enthusiastic Xybernaut warrant holder, >>>I'm curious about the current MA-IV backlog >>>situation. >>> >>>Does one (a backlog) exist? Is production >>>moving well? Is the Siemens line running >>>yet? Is product yet hitting the streets >>>(I know deliveries start sometime this month). >>> >>>I see pieces falling into place which will >>>allow the MA-IV to hit a technical 'critical >>>mass' and gain a very profitable industrial >>>foothold this year. However, your recent >>>press releases have been devoid of 'anticipated >>>sales', 'production', and of 'backlog' >>>information. Will contract customers be >>>scooping up early stock, making street >>>availability lean for a few weeks? Are many >>>large MA-IV contracts based on pilot-program >>>trials of the 133P? It's my experience that starting one production line at a time (the Sony line, in this case) works out best. This allows fully proving out build procedures, allowing the second line (Siemens) to come on-line very quickly using proven methods. Saves time and money. My Siemens question sought to clarify whether the stage was reached where both lines were running. My present assumption, based only on past startups, is that the Sony line will be running at capacity after the holidays. I have no details as to the production speed. I also expect that contract customers will be getting nearly all of the early stock (I was incorrectly skeptical that there might not be contract backorders, due to the lack of press on the topic). Xybernaut apparently plans to dedicate a 'tickler' quantity of early production (15% would be my irrelevant guess) to the media and to street sales. Heavy advertising right now might not be wise until street inventory becomes available. (I'm guessing, I'm guessing, I'm generally wrong). It's not good to get customers interested when the shelf stock is already sold to contracts. Expect an orchestrated media and advertising blitz when street stock is available in quantity. I should probably stop talking right now. I've got a whole phantom scenario painted in my head about what's happening at Xybernaut right now. Most is certainly not accurate. What I do see is that things are moving fast, and management is releasing information conservatively to keep outside interest under control until sufficient product is available. This is good, IMO. I swear, I'm going to quiet down. Real soon. Shoe.