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Technology Stocks : Identix (IDNX)

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To: R. Jaynes who wrote (12991)	4/9/1999 3:24:00 PM
From: David	Read Replies (1) of 26039

No, I don't think we get to blame Asia for this one. The F3 technology is the CPU-based, $399 product. There have been no associated Oracle sales -- that was surely what IDX was hoping for. Basically, by making these statements deep in an SEC document and by buying IDT, Identix has more or less conceded that mass sales are going to occur at commodity pricing levels. I do think we will see payoffs from F3 from O'Hare and its progeny, or else Oracle would have bailed out of the partnership. However, whatever was going on with F4 clearly couldn't be engineered. They had no product to sell. Nonetheless, the research guys at IDX are still working away at some other technical approach, so it's not like this part of the company has been sawed off and sent out to sea. The merger is going through on April 23. CTST is May 11. I expect to see some very good news come out in that time frame, good enough to show up in the stock price. David PS -- I can't tell you how ticked off I am at the Guilford report coming out maybe an hour before I went in to buy more IDX on March 30. It was a half-assed piece of work -- nothing we didn't know -- and it cost me a lot of IDX stock not bought.

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