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Technology Stocks : Identix (IDNX)
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To: brad greene who wrote (4844)11/7/1997 2:00:00 AM
From: jerald morse  Read Replies (1) of 26039
 
Loretta - I don't think the sky is falling either. If I did I'd sell out tomorrow, wife or no wife! But anyone who reads this thread and studies the industry can see more competition coming from the likes of Sony, LM, who knows. I don't think two year old projects with 3rd rate semiconductor companies are impressive like Brad does. I don't think paying out in lawsuits an amount almost equal to your net earnings quarter after quarter is impressive. It is getting old. The Oracle deal is really the one we need to take off, along with a large banking or healthcare contract. I can see it happening but I'm beginning to feel we're the "BetaMax" of the industry. We've got the best technology but....we're not really making any money on it and my fear is that a cheaper "good enough" algorithim will be produced that will marginalize our business. We ARE the leader and revenues are growing and I don't like selling growing revenues so for now I'm willing to let Randy and staff "build the business". BUT...I'm not as comfortable
with our relationships as Brad seems to be. Randy's comment on the CC about obtaining Oracle "mind share" is what I'm talking about. We need a heck of a sales force to turn some "minds" around and it's not going to be easy.
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