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

To: LT who wrote (2040)	2/18/1999 8:37:00 PM
From: MSB	Read Replies (1) \| Respond to of 6847

Lets hope XYBR is out there selling their butts off. Anyone care to take a crack at an intraday low on the common before we see an upswing in price (to say....above 5). Got a GTC order in at 4 1/4. Sell it on down; please, please, please. Mike

To: LT who wrote (2040)	2/18/1999 10:15:00 PM
From: Dave Shoe	Read Replies (1) \| Respond to of 6847

"You talk to your computer, but you never talk to me anymore." In a Xybernaut press release of long ago (the most recent one, as I recall), one of the senior folks at Xybernaut stated they had a backlog exceeding one million bucks. Now I'm not too swift on the exact meaning of 'backlog'. Does this mean they have a million or so worth of open purchase orders on the table, a million or so bucks of paperwork in the pipeline, or a 1M worth of pledged interest accumulated for the year. Not knowing, I cut my position in warrants and hold only common stock. I still have high hopes for Xybernaut. Though I don't see wearables ever becoming popular consumer devices, I do see them becoming central to many work environments. I've recently decided that the mass-market consumer (me) will demand a pocket computer, similar to a souped up cellphone but with an attached Xybernaut-type teensy-display. You hold the thing like a phone (probably hanging it on your head), but you open a flip-door video display to view a 17" color screen equivalent. And you talk to it to navigate the web, or to feed a word processor, or talk to your mom. A keyboard isn't part of the deal. Neither is a big hard drive, as my ISP will be set-up to mirror my portable activity to my home station. The porta-PC I seek is many, many, MANY months away. The MA-IV as an industrial tool is valuable now, but I'm wondering how many new industrial applications have popped up over the recent weeks. It takes months and years for industries to develop high-volume applications. I wonder if Xybernaut is banking on widespread consumer acceptance in order to hit the 25,000 number? I wonder if they have a clause which will allow them to back away from that number if sales don't materialize (I'm sure they do, but with a pricing penalty due to the lower volume). I realize Xybernaut is catering to an industrial clientele. It's not like I hear of forklift manufacturers announcing sales figures on a biweekly basis. Still, this is an upstart operation, and we deserve to be presented with an occasional progress report, good or bad, especially during these crucial ramp-up times. (If they don't communicate well with us, then how well do they communicate with their customers?) I guess backing out of the warrants is my way of saying, "Feed me real news". The lack of communications and media attention leads me to believe this isn't going to be a $100,000,000 year. Instinct math says we do $20,000,000 this year, with a geometrically growing industrial interest base. Shoe.