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Technology Stocks : Identix (IDNX)
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To: brad greene who wrote (4568)10/28/1997 9:24:00 PM
From: jerald morse  Read Replies (1) of 26039
 
Once more with feeling - dial 1-800-633-8284 and enter code #3318620. It works on my phone, keep trying - it's worth it. By God Identix did finish up today and I can't sell tomorrow Brad. I'm a victim of my own story now...my WIFE won't let me sell any more Identix! She loves the concept and the company. The conference call went O.K. IMO but I have to side some more with Rob in the doubt department. The fact that Sylvan is a DONE DEAL is great. Now, what's the deal? We will get that info soon and hopefully it will translate into big revenues. Randy said the Oracle product made a big hit at the Comdex show in Singapore so maybe some more interest will be generated by Oracle customers. He also said that Asian customers were taking product slower than expected and the current crisis may make that worse. That's a major negative we don't need. My overall feeling is that this is going to be like watching an iceberg melt. Service margins will shrink in the future and Randy said he expects more competition on product pricing going forward - we can deal with both AS LONG AS revenue growth remains very strong. To be the king of a bunch of penny stocks in a niche industry is not the way to riches people. At the end Randy said he's "committed to bringing bigger numbers to the bottom line". I like that and still believe he can do it. We will see.
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