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Technology Stocks : Identix (IDNX) -- Ignore unavailable to you. Want to Upgrade?

To: brad greene who wrote (15088)	10/6/1999 5:41:00 PM
From: David	Read Replies (1) \| Respond to of 26039

My read is this: (1) There was a lot of short selling today. If you look at the chart today, there was massive activity during the CNBC appearance, indicating traders and not investors. So it is clear now, and it was clear even yesterday, that we have a spike. Short sellers can figure that out, too. I don't believe this is ASCOM in any significant way. (2) I don't think there is a major PC OEM about to come out. I'd love to be wrong, but I don't see it. This remains my significant fundamental concern with the company . . . it needs more market penetration. I've laid out what I think has to happen to get through our chicken-and-egg hardware/software issues. I want to see good CPQ channel sales in relation to the DFR-300. Hell, I want to see the DFR-300 in production.