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


To: Rob C. who wrote (15944)12/3/1999 5:09:00 PM
From: Gary Landers  Respond to of 26039
 
Rob, I couldn't agree more. The window was opened and Identix let it slam in its face. Thanks Randy.



To: Rob C. who wrote (15944)12/3/1999 5:20:00 PM
From: David  Read Replies (1) | Respond to of 26039
 
Rob,

I'd say that it is still too early to tell whether biometrics catch on or not over ecommerce. When the biometric cost line, now dropping pretty fast, is recognized as crossing under the benefits line (always rising as new Internet connections are being made and new vulnerabilities arise), it could be adopted explosively on a systemwide basis.

I think IDX could help this equation along by doing a lot more education aimed at IT systems guys, because they just don't have enough information to appreciate the sophistication of the technology. It really seems to me that IDX is so aware of the safeguards and advantages that they think everyone else is, too. Well, I doubt that the CPQ sales force knows it as well as they do, and the potential end users sure as hell don't.

Whether or not the Internet takes off, I think access control has a lot of possibilities. There, the door owner/user gets a direct benefit, unlike the PC fingerscanner owner/user who already knows who he is and is just getting the equipment distributed to him because merchants, banks, and credit card issuers need to be protected -- or help desk costs reduced. (Yeah, there are some Password Bank conveniences, but they won't drive the mass market.) However, I think the technology/cost equation there is still a little further away.

On another topic, anyone notice the bubble in DLSC? It touched $15 (over $200M market cap) with not only no sales, but no engineered product. The company is hyping sales calls, which is a new low, to a naive Canadian Francophone population.



To: Rob C. who wrote (15944)12/4/1999 12:44:00 PM
From: Caroline and Daughters  Respond to of 26039
 
Hello Rob.
Your reply to Loretta was pretty much on the button except for the RF bash.
I do not claim to be a sophisticated investor by any stretch of the imagination. That said allow me to express some thoughts on IDX.
I too have noticed the shift in marketing strategies for this Co. from Pentagon to police to welfare fraud to airport security and now to e commerce. Each one at its inception held the promise of an exploding stock price. Instead a downward slide resulted.Why? I don't really know. I suspect that people who manage other peoples' money are not given to gambling with it. This leaves only the individual investor to change the stock price. We all know that there are millions of investors who have never heard of biometrics nor IDX. Even if they have why should they when they can ride the dot com yoyo.IMO this is one of the reasons for the low daily volumes.
This leads me to my partial disagreement with you regarding RF. I think that a CEO who does not change strategies to adapt to markets in not worth his salt. When Mr. Fowler spoke of IDT as being unworthy in some sort or another, IDT did have a product and Fowler couldn't see one in the future either. A short coming on his part but he has not yet claimed clairvoyence.
This is a small company and they do not have the resources to drum their product nor their potential to the money mangers. The only way I think they will recognized is when they START TO MAKE MONEY. When that time comes and they are recognized as a sound investment Caroline and I hope to join you at a good steakhouse for a nice meal to celebrate.
GO RAIDERS (I think they hear me as well as IDX does)



To: Rob C. who wrote (15944)12/5/1999 9:55:00 PM
From: R. Jaynes  Read Replies (1) | Respond to of 26039
 
Rob, You say a couple of things about which I would like you to elaborate.

1> "...CC/banks(ATM's) are not losing enough yet and IMO will not use biometrics as a solution. Widespread use will never happen."

Why do you say widespread use will never happen? Will other technologies overtake biometrics? or what???? Please give specifics if you can.

2> "I feel that IDX and biometrics has lost it's chance, the window opened and closed."

When did the window open and when did it close? Why has biometrics lost it's chance? Please explain and give specifics if you can.

Thanks.

Rick



To: Rob C. who wrote (15944)12/12/1999 1:41:00 AM
From: Loretta Fern  Respond to of 26039
 
Rob C.,
Thanks for the reply. I'm always interested in thoughtful responses regarding the prospects of IDX pro or con. You certainly have a good history on making accurate predictions on IDX. I, of course, disagree on the future of biometrics and IDX. The need for security is forever growing. With potential trillions of dollars electronically transacted, many layers of security will be needed and biometrics will have a place. The delay in the application of biometrics revolves, I feel, upon the need to improve the technology in terms of functionality and price. It appears that the time is at hand for the resolution of these problems.
The next year is the opening of the window of opportunity for biometrics and IDX remains the best positioned company in the field.
A good stock for you to check out is BRKT. As I am in the medical field I will investigate SDS as the need for their services is great.
BTW, at a national conference on physician credentialing, the problem of fraudulent applications was discussed. The most in depth solution proposed involved biometrics (fingerprints specifically). The applications of biometrics are many. Best of luck.