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Technology Stocks : Identix (IDNX)
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To: David who wrote (14019)6/25/1999 4:13:00 PM
From: TerryKrohe  Read Replies (2) of 26039
 
What am I missing here?

1. IDX isn't paying attention to the ten-printer business:
a. TN
b. INS (remember that lost deal-of-the-century?)
c. where's the Sylvan money (quote Fowler: "...plan to make money from the beginning")
d. your comment about not paying attention to the tenprinter business (unnamed source)

2. ORCL
a. original Porsche expectations ("assume 1% of ORCL seats ... blah, blah, blah) never occurred
b. F2?
c. now the F3 (per your comment)

3. IDT
a. MasterCard, UniSys, CPQ, Keytronic relationships
b. all the talk here is about this part of the business and its potential
c. and IDT was purchased for +/- $50 mil ...?!
c. either there's a LOT less in the above relationships (the purchase price should have been higher for the quality of those relationships) or IDX has has some amazing beef that they showed IDT (but not the rest of the world) when they came to the merger table

4. What was the basis for the Learch (sp) lawsuit?
That whole thing was played as poor little IDX against the big bad lawyers ... but lawyers don't win by playing bluff, they had _something_ in their hand and we never did hear what that was.

5. Scullion named Pres and Pieper named CFO ... shouldn't it have been the other way around since IDT is so big a part of the future of IDX?

6. ValueLine was initially impressed to generate a 2 rating and they have since edged their expectations downward based on what has _happened_.

6. Summary:
a. less tenprinter business
b. IDX fingerprint security (hardware and software) supplanted by IDT
c. the business stategy is leaning to the IDT model and this billion dollar future was purchased for only 50 mil?
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