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Technology Stocks : Identix (IDNX)

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To: Scott T. Fukuyama who wrote (6216)1/20/1998 2:17:00 PM
From: David  Read Replies (1) of 26039
 
A more refined Oracle/IDX Australian "seat" calculation . . .

Having spoken to a friend of mine who is a government LAN administrator, it appears that the number of "seats" -- i.e., active user licenses -- needed at any one time depends on the application. If we assume that the Australian government will use the IDX machines to identify the users as they turn on their machines, then it could be expected that approximately 80% of the machines will always be in use, leading to a rather low multiplier of the 5000 seats (i.e., about 25% more, or about 3100 machines); if, however, the use being secured by a fingerscan is more restricted, such as access to a costly external data base, the ratio of machines to seats could be up at 5:1. My guess is we are looking at the lower multiplier. And by then, who knows, the price per machine may have dropped. Still a nice sale, though.
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