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Technology Stocks : Identix (IDNX)

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To: brad greene who wrote (4573)	10/28/1997 11:03:00 PM
From: Hockeyfan	Read Replies (3) of 26039

Service Revenue Margins - BAT lost $800,000 last year. That means they probably lost $200,000 this quarter and it was buried in service revenues and cost of service revenues. This will turn around when BAT software starts moving. Also, some revenues being generated by ANADAC off the GSA schedule are lower margin, but it is still incremental earnings. Randy's answer to my question about service revenues is to expect higher revenues and similar margins. I will take 15% margins on non-core revenue any day of the week. It is disappointing to wait on Oracle sales, but you have to remember that the security problem is not going away, it is getting worse and we are pretty much the only game in town. Remember what the Annual Report said about Computer Associates. J. Saf (slightly shaken, but not stirred) P.S.Since my "never see $10 post again" missed I will have to double down and predict that we will see the Sylvan JV release tomorrow (win) or at the latest next week (place & show). This time I will qualify my prediction with - unless the market falls more than 500 points!

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