Wendell, Keiko, J.Saf,
FYI....Research reports on IDX are hard to come by. How this comany is able to avoid getting picked up by Wall Steet's radar is a mystery! They seem to be stelth!
They have teamed with or have supplied some powerful names. (Oracle, NEC, Morpho, AccuTime, EDS, Verifone, Comnetix, TRW, Unisys, ICL Retail Systems, Fujitsu, ....and others.)
There is some coverage and research out there:
Lehman Brothers.....Jeff Kessler.... cover the stock ( 2- Outperform )
Dominick and Dominick
Westergaard ( on-line info )
As you read through the material...keep in mind that estimates and such tend to not include ANY revenue from mega-contracts ( Japan, United Kingdom ) or ANY revenue from the Oracle product.....
The Dominick and Dominick report has estimates of revenue to IDX should 1% of Oracle customers go with the IDX security option....
Find that report.....The numbers are substantial! Anyone got it?
With IDX working with so many companies in so many areas, my search engine is working overtime! I will post what I find.....on IDX or competitors.
Any details on the California State Welfare? Other 3 Oracle Beta sites?
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