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

To: Hockeyfan who wrote (15757)	11/16/1999 4:50:00 PM
From: David	Read Replies (2) \| Respond to of 26039

We aren't an Internet stock -- yet. You only have to look at the revenues. The IT division reported under $1M in revenues the last quarter. While I expect that number to ramp up quite a bit next quarter, it is currently only about 5% of total IDX revenues. When Brad makes the Verisign P/S comparisons, he doesn't note that 100% of Verisign's revenues are Internet-based. IDX has now released a Verisign/Entrust/etc. - compatible software product. This is a only the first step in the right direction. It should make marketing the hardware to the corporate market somewhat easier, since our channel partners can now offer Internet end users both an ultimate hardware and software authentication solution. In fact, it will be easier to approach the marketplace through IDX hardware resellers than by VRSN/ENTU somehow trying to sell the authentication certificate to people without scanners on their desktops. Maybe that's why we haven't seen a related VRSN/ENTU co-marketing release. Watching the competition at COMDEX, I see no new product announcements out of the silicon vendors Veridicom, Authentec, etc. The closest we see to a new product is Who?Vision recycling its last six months worth of press releases on what they are still developing . . . and the Secugen bio-mouse, in an apparent 500-user pilot. In other words, just like at CTST last spring, nothing particularly threatening. We can expect a DFR-300 mouse in the not too distant future, but I think it is just another option and not significantly more saleable than a biometric keyboard. IDX finally announces the DFR-300, not yet in production but apparently with orders in hand for December, and new forms for that next-generation scanner. I was unpleasantly surprised at the potential $179 list price for the BioTouch product, but pleased at the 40% price break on the DFR-300 versus the DFR-200. That seems to ensure that IDX remains the price leader in the mass market for some time to come. Compaq did not mention the iPAQ, but we may also see that announcement pretty soon. I am still expecting more announcements, in particular the release of BioSafe and BioShield. As to the stock price, I had expected we were going to hit $12, but beyond that I had no expectations. We were clearly attracting the attention of daytraders and short sellers, so moment to moment stock price shifts can be expected -- along with visits from the obnoxious kids on the Yahoo board.

To: Hockeyfan who wrote (15757)	11/16/1999 4:52:00 PM
From: Buck	Respond to of 26039

Seems like the same old, but very different, One day does not make the market and with the hu-mongous short position, I expected a temporary pullback. I think we will be back up above 10 again and higher before the week is over. The point is that things are different now. You can't compare the way the stock will react with the way it has in the past. Our partners are not the kind you can ignore. I believe that most of the smart people know that earnings will follow shortly after we experience a large ramp up in growth.

To: Hockeyfan who wrote (15757)	11/16/1999 5:23:00 PM
From: Elvis Jones	Read Replies (2) \| Respond to of 26039

Technically Speaking... IDX has to pass the test of holding the $9-1/2 breakout (trading slightly lower is ok). The IDX chart is looking bullish to finally break over $12, even with Randy running the company. Not technically speaking, I would think MOT would prefer their partners have stability at the top - keeping Randy right where he is. $9-3/8? I'm getting tempted... Happily Following IDX, Duke (ps. GO RAMS!)

To: Hockeyfan who wrote (15757)	11/16/1999 10:47:00 PM
From: James Baker	Read Replies (2) \| Respond to of 26039

have you seen any better commentary than this? Motorola, Identix finger on the future In the first joint product from a previously announced joint venture, Identix (IDX: news, msgs) and Motorola (MOT: news, msgs) unveiled a fingerprint-security gadget that the companies say is smaller and less expensive than other offerings. The DFR 300 is just one-fifth the size of a traditional fingerprint reader, the companies said at a press meeting. Indentix is also taking the technology on the road, offering its so-called "biometric reader" for laptop computers. The technology, which replaces the traditional login and password security systems, scans a user's fingerprint in order to recognize who's trying to log in. <<<Salomon Smith Barney projects spending in the security and personal identification market will grow more than 60 percent annually to approximately $1 billion in two years.>>>> cbs.marketwatch.com