The Infineon announcement this morning is very welcome news, because it shows that IDX has become very well positioned in the biometrics market. By signing up a major silicon manufacturer to use BioLogon, Identix is establishing an even broader presence in the software space. The earlier IDX can occupy this spot, the better.
I still don't believe in silicon, but I do believe in software. Siemens is every bit as credible as Veridicom, if not more so, and this is a major endorsement for IDX. Someone on Yahoo posted that "Fingertip" will be on a card next year . . . and that could be the best application we could think of, at least until the DFR- series gets as thin as a smart card. (I want to see that link, and the description of the biometric silicon reader on the card, though, to understand whether it has any advantages.)
I expect to see some reaction in the stock price today, if anyone is paying attention. If not great news, it is certainly very good news. |
