Speculation . . .
There are two ways things can go, in terms of a MOT/IDX product -- either a hardware deal, or a software deal.
If it were hardware deals, you are discussing DFR-300 scanner sales to PC makers or mobile phone companies, like Nextel, Ericcson, or Nokia. If software, then you are talking about embedded IDT algorithms in operating systems or proprietary servers -- i.e., Microsoft, Novell, AOL, etc.
I suspect with the "IT" reference we are dealing with software, especially since the DFR-300 hasn't even been officially announced, let alone gone into serious production. And I don't expect a Microsoft announcement, since that wouldn't get buried as one of two "IT" providers.
Best guess: Adoption of the IDT biometric template standard by a couple of mid-range IT companies -- say, in the Unisys range. This would certainly represent progress, but wouldn't, of course, translate into projectible revenues. The most encouraging thing about today's release is the indication that the Motorola alliance is continuing to move forward, and that Motorola seems serious about pushing IDX forward. |
