This is the biggest public relations coup in the history of the biometric industry, and a total validation of Identix's preeminence as the top biometric security provider for the Internet. Along with everyone else, I expect major price appreciation from this event.
It is almost irrelevant that Windows 2000 is not going to be incorporating any biometrics directly; instead, it will be capable of supporting biometric modules from application providers, according to what I've been told. That means that, for the moment, Novell has erected more in the way of barriers to IDX competition than has Microsoft.
But from the stock price point of view, it doesn't matter. It will be interesting to see if a surge in IDX's share price sucks some oxygen away from the Mytecs, ESAFs, DLSCs, etc., who have run up on nothing but dumb money.
We are on the radar screens for good. |
