Credit Yahoo with this link:
wallstreetreporter.com.
A long interview with Otis Bradley (Gilford Securities) from April 14, pumping IDX. I mean, really pumping it.
He's full of Intel/MSFT references. Says the stock should "double" after the merger is announced . . . in context, that means $15. Although he doesn't directly say it, it sounds like he knows that H-P is picking IDT, and that sales are being made to Coca-Cola, Ford and Aetna. (I remember Fowler mentioning Ford, too.)
Bradley thinks fingerscanners will be universal in 2-4 years on PCs, i.e., shipped at the rate of 100 million a year . . . and IDX could have an 80% market share. Retail price of $30-$50 by then.
He mentions an API fight earlier this year between BioAPI and an Intel alliance, which BioAPI won. He then concludes that having Identicator on the winning side is like "the fox guarding the chicken coop" since IDT will be the only maker that will be able to meet the API standards.
There's more. Listen for yourself. Brad, I think you are conservative on this stock compared to this guy. |
