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Technology Stocks : Identix (IDNX)
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To: brad greene who wrote (4373)10/23/1997 1:05:00 AM
From: jerald morse  Read Replies (1) of 26039
 
Net margins Brad, we're talking NET not Gross. We're talking about what goes to the bottom line and that has been piss poor on good revenues. As it is obvious from the NEC announcement that the cost of these machines is declining - that is not good news - unless, of course, we sell THOUSANDS of the machines. I still see pricing pressures working against the company as time goes on. That's why the software side of the business will be so important. But, Randy's statement that "anyone can make a scanner" is really a two edged sword. If that's the case anyone can build a Touchprint 600 - now where does that leave us? Will this be a hardware company, a software company or both? Can IDX do it all and make it work? I think the street is trying to figure out just where this company will fit in.
BTW, Tursillo on AOL reports the conference call will be held after the market closes on the 28th (earnings); call 800-633-8284 and use code 3318620. Good luck all!!
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