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: Ramsey Su who wrote (2248)	3/12/1999 8:49:00 PM
From: Jason Flora	Respond to of 6847

XYBR will be appearing with LU at FOSE March 16-18 "Nothing else is FOSE. After 23 years, it's still the one and only government IT event that matters. And in 1999, FOSE will be better than ever. If you represent a government agency or the military, you need to attend." fose.com

To: Ramsey Su who wrote (2248)	3/13/1999 1:33:00 AM
From: Brasco One	Read Replies (1) \| Respond to of 6847

RAMSEY SU, few things about your post. 5,000 is the retail price and the company will give it to you way cheaper if you order in large numbers. And also, to these big companies 5k is not a factor. They can afford it because the 5k will save them in theor productivity and time. The price is a little high, because we are the only ones that make them as of now (via's product sucks) and we can afford to be expensive. They will lower the price once we see IBM wearables and other players in the market. We just have to hope that IBM, and other players to come in the market ASAP with their wearables and get this market going. Remember, it is crucial for other players to come in and advance the field of wearables. We get royalties from 300 patents. IMO. Long on XYBR. Things will get exciting. Guaranteed! Donny

To: Ramsey Su who wrote (2248)	3/13/1999 2:26:00 AM
From: Dave Shoe	Read Replies (1) \| Respond to of 6847

I think the price is quite reasonable. I've been in several employment situations where the product our company sold seemed way too expensive compared to component costs. For example, a laser-transducer which cost $500 to build was being sold for $5000. Seemed like a lot of pure profit, but at quarter's end most of this profit was eaten by cost of R&D, marketing, admin, etc. The market size determined the cost. I see Xybernaut in a similar position. There are a lot of costs behind development and marketing of this product. It ain't just a PC compatible. It's true that $5000 is way beyond acceptable for a consumer-oriented device. But this product (and technology in general - cellular modem speed, battery life, speech recognition software, etc) is not yet mature enough to support mass consumer appeal - except as a cool gadget. For example: What would I use a wearable PC for? My home and work computers are right where I need them. A benefit of wearables would be to keep me connected to the world when not at work or home. The internet doesn't yet offer features such as monitoring global position of a bus or cab I'm waiting for, or inexpensive cell-phone connectivity. It's coming, though. It's a case of Economics 101, where the Price/Volume curve doesn't presently support MA-IV profitably in the lower-price consumer market. This is not a problem, however, because many companies have applications where one MA/IV can save them $25,000 per year in costs while increasing productivity. These companies are becoming Xybernaut customers. Right now many companies are starting pilot programs that test-drive a few MA-IVs. After the productivity analysis is complete and the customized applications are developed they will likely purchase many times more. Wearables will change the way business gets done. As far as costs go, I see future generations of the MA-series being designed for larger industrial markets and lower prices. I don't see a full-fledged wearable PC dropping below $1000 for several years, but I don't see a consumer market developing until then, either. Xybernaut will not become successful in the next few years due to consumer popularity. It will succeed because the MA-series will become a necessary industrial tool. My primary concern for the stock relates to market acceptance trends of the MA-IV, because Xybernaut has been very quiet on this front since the model has hit the streets. I'm becoming more and more convinced that the FAB projections released January 28 will fairly accurately anticipate Xybernaut sales for the year. I now believe that the analysis was based on 'up to the moment' sales trends inside Xybernaut, and gave the clue I've been seeking as to how initial sales are progressing. Originally I considered this data to be based on older information, but it seems to be merging with my gut-feel of projected sales for calendar year 1999. The above is only my opinion. Shoe.