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Technology Stocks : Identix (IDNX)
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To: stockman17 who wrote (19746)1/25/2001 1:28:57 PM
From: stockman17   of 26039
 
I just got done listening to the CC. Others have done a great job of summarizing it (thanks to them) and I don't have much to add. I'd like to reiterate some things that I found particularly interesting or positive:

-guidance was given for the next two quarters of growth. IT revenue growth should be 25-40% Q to Q for the next two quarters. (We should note that through the last 3 or 4 quarters IT growth has been basically flat, with a few quarters in the middle actually lower than where the beginning and end points are. So it's about time :-).) This is good not only because of the growth predicted but because they gave this kind of guidance at all, which is a change.

-they are working with SAP on getting an enterprise deployment up.

(Isit pointed this next point out on Yahoo! and I agree) - they spoke of the MOU with Aether, described the portal set up with them as Comdex, and said that they were working on formalizing an agreement there. When they were asked if Aether would be an equity partner in itrust there was an immediate and very big "no comment". Can I change my guess about the next itrust partner <g>.

-in the description of the Aether portal financial capabilities were outlined, bill pay among them. So the Checkfree partner guess gets a boost :-).

That's about all. If any of the guys on the CC read this, maybe next time ask if they can describe the "portal" that they developed with Aether and how itrust will physically work. I hadn't pictured a portal when I thought about the workings of itrust.

Regards,

Stockman17
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