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Technology Stocks : Identix (IDNX)

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To: steve who wrote (16595)1/30/2000 10:45:00 AM
From: David  Read Replies (1) of 26039
 
Timing access control revenues . . .

steve, As the analysts like to say, we on the thread haven't gotten a lot of 'visibility' on the timing of access control revenues via the V20. But since it doesn't look like the product is OEM'd, and because the distributors/system integrators sales segment was described as about three months long on the recent conference call, I'll assume that timing revenue here is about three months after units are shipped, rather than six months. I could be off by a month either way, easily.

That says to me that we see V20 sales show up next quarter, with maybe a little in this quarter if we're lucky. But we don't have to wait for the 2001 fiscal year.
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