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Technology Stocks : Identix (IDNX)

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To: Dennis Shiley who wrote (228)3/3/1997 9:46:00 PM
From: brad greene   of 26039
 
Dennis,

I think it will be Identicatur...............

Or it will be a free-for-all......radio shack..$50...low margin....
Personal PC stuff hooking into Windows will be one on one.

Sub-contracting with the mouse and keyboard people will be the place to be.....PC makers and discount stores too. Lots of folks will be eating this pie.........

Oracle.....That's another story!

Oracle's customers are most of the Fortune 500 and much more. These are HUGE companies, some having networks or "Intranets" that consist of thousands of PCs or workstations.

Estimates are that over 60% of the world's information operates on Oracle software/databases. Security of these databases is a top concern. And any database manager will tell you that they are not safe.

Oracle's next release of software will include the "hooks" to incorporate IDX's TouchView units. The IDX units make passwords and token cards obsolete. It also keeps a legal, hold up in court, audit trail of exactly who is accessing the database.

I believe that a large number of Oracle's customers are very worried about the security of their information.....Hell, we live in the information age....and they have every reason to worry,........ it isn't safe. I believe the beta site-tests of the IDX product went very well and that the demand from Oracle customers will be greater than anticipated. I think Oracle and IDX already know this.

I think this will be a wonderful market for IDX. They can build manufacturing capacity and reduce costs. If there is any doubt that IDX is the market leader now, there will be no doubt when the Oracle product begins rolling out.

Domminick and Domminick estimated that if 1% of Oracle's customers choose the top level biometric security solution, it will mean 100 million in sales to IDX.........I think 1% is a very...very conservative number......

In a few weeks, we will know.......keep a few cigars handy.

bg

ps....and this is only one of the six markets! Next: Time and Attendance.
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