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Technology Stocks : Identix (IDNX)
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To: Hal who wrote (13540)5/17/1999 10:26:00 AM
From: Hockeyfan  Read Replies (1) of 26039
 
#1) Easy there Hal,

Regarding O'Hare, I agree with Porsche's numbers in general. The timing is the only thing in question. Also Randy keeps a tight hold on his wallet. I think IDX's hiring of Spence from RSI speaks volumes about their confidence in expanding and leveraging the O'Hare pilot in short order.

I recall Porsche posting about how big the Oracle relationship could be, but I don't remember him guaranteeing any numbers. In any event. Oracle is a big part of the O'Hare access control system, which will produce the biggest contribution to IDX earnings in the company's history… until Bio-ID kicks into gear.

#2) Motorola into smartcards based on Visa standard. Hmmmm.

#3) Did we win the Best of CTST award?

#4) Summarizing David's post… IDX is not a one trick pony. They are addressing, attacking and dominating all segments of the biometrics market. Randy Fowler has made the two smartest moves he has ever made since I have been in this stock – he acquired Identicator and he hired smart, capable people to run the various growth areas.

Earnings may not come for another 6 to 9 months, but the writing is on the wall. I believe any opportunity to buy under $10.00 will be viewed as a golden opportunity 6 months from now. The Wall Street analysts can not continue to ignore the signs that Identix is going to dominate this market.
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