(1) I'll try to find that $60 link, but I'm not going to spend much time on it. Treat it as hearsay if you like in the meantime.
(2) No, I have no idea on sales projections. Personally, I'd like to see 1M reader units sold in calendar 2000. Given that maybe 200K were sold in 1999, I don't consider that an unreasonable goal for this company in this market.
(3) No, I don't see CPQ putting in readers as standard equipment, unfortunately. My best hopes for revenues from the IDT division this year are centered on the Motorola relationship and access and control applications.
(4) If Secugen can get its total solution price down to $100 sans OEM, I still think that is noncompetitive with the CPQ offering. And if Secugen/SAF can land an OEM, the price will have to go up a bit.
(5) The tipoff that ESAF isn't expecting much profits from their BioEngine license is their failure to issue a PR on the subject.
(6) Finally, the fact that Who?Vision couldn't get any product out the door means nothing about IDX, who already have a low-cost, first generation commodity reader in the marketplace. Their announcement was only a couple of weeks ahead of the production schedule, not like the Who?Vision announcements six months ahead of production. So I don't think the two are in any way comparable. |
