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

To: MSB who wrote (2333)	3/25/1999 10:00:00 PM
From: Invstd	Read Replies (2) \| Respond to of 6847

If you think this is a sure thing... This is an investment based upon a logic that basically says: computers have gotten smaller, faster, more powerful, more functionally integrated; so, what next: XYBR. It's the argument of converging technologies that places XYBR at the crossroads. Check out all the XYBR boards, and you'll hear this argument in one form or another. The reality is that the movement among the various technologies - computing, networking, web, etc. - are also diverging in functional offerings. It's a lot like the westward expansion in early U.S. history, when the railroads, east and west, began laying track across the nation. A lot of people put money into barren real estate on a guess (no doubt logically based) as to where that rail would be laid; those who guessed right made the bucks, those who didn't wound up living in ghost towns scrathing out a living. I, for one, am disturbed by recent press released that seem without a focus on the few identified market XYBR has always courted: industry, military, law enforcement. Why haven't we heard one muttered rumor about sales in those areas? Instead, we're hearing about rock star fashion. Right. And we wonder why there's no upward movement in the stock? If there is a consumer market for this product - and I'm of the school that there is really no real comsumer market out there for this kind of fully functional computing capability - then it's years away and likely to be totally cannibalized by a host of devices that will deliver a cheaper, more effective and targeted service (e-mail, stock quotes, news, whatever) without the barriers of price, physical awkwardness, and other encumbrances that will be tough to overcome w/ a mobile computer. IMO, if the road warriors, whatever their particular needs, need computing, they'll do it in their cars or their offices where there's space and time for that kind of work. The rest of it - basically services that will allow for sending/receiving messages and getting information - will be most efficiently offered outside the home by telecommunication devices (outside XYBR patents) and, in the home, by net-capable tv and telephones. I want to see XYBR succeed in its identified niches. Forget the fashion.