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

To: Ron Ohio who wrote (16276)	1/9/2000 10:38:00 AM
From: David	Read Replies (1) \| Respond to of 26039

Ron, a couple of comments . . . MOT has recently fallen to 6th place as a chip maker, although there sales have only leveled off (there was a merger or two, and others have had sales increases). If anything, I think this puts more pressure on MOT to develop cutting edge technologies. Don't remember where I saw this, but I think TRW is working with a silicon vendor. Not that they can't switch to us, but we shouldn't (as we often do) add 2 + 2 and get 5. If MOT began working on this 17 months ago, then IDT had a MOT and CPQ connection before IDX made its first merger overtures. The 150K 'sold' figure is new. We've seen "over 100K" shipped, and then "over 250K" shipped . . . but now we might have an clue as to how many were sold, and how many are in the pipeline. It also gives a handle on IDT-based revenues next quarter . . . which could be around $3 million, if we use the 150K sold figure.