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Technology Stocks : Identix (IDNX)

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To: David who wrote (13263)4/28/1999 3:33:00 PM
From: David  Read Replies (1) of 26039
 
Here's a link to the transcript for the conference call yesterday:

vcall.com

I have to correct my misimpression on Fowler's last statement on the sell rate for the IDT product; it seems to be 100K for the past few months, not 100K per month. Still quite good, but not as amazing:

"We'll also try to get some news out about how successful the existing channels are. I wouldn't be surprised if I were you to learn that the order magnitude of the units that were moved in the last few months are on a hundred -- basically 100,000 or so."

This tells me that it could still all be Compaq sales.
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