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

To: David who wrote (16430)	1/19/2000 3:03:00 PM
From: R. Jaynes	Read Replies (2) \| Respond to of 26039

David, All of this talk is ignoring one thing and that's the price moves of IDX and ESAF stock. Since November ESAF has moved up from about $1.25 to $4.50, a 260% increase, whereas IDX has gone from about $7.50 to $9.00, about a 20% increase. Granted ESAF was at an extreme low in November, nevertheless, the fact of the differing price moves can't be denied. Rick

To: David who wrote (16430)	1/19/2000 3:25:00 PM
From: bob jordan	Read Replies (1) \| Respond to of 26039

David, First point: show me that the dfr300 is shipping. Show me a link. Second point: ESAF works with idt stuff...obviously they have some kind of agreement whereby ESAF can sell their stuff. So...I am not so sure there is a hardware price advantage. Third point: Biologon requires a server license whereas ESAF does not...correct? That means $899 added onto the price (for 25 users) that ESAF does not have...true? Fourth point: Secugen is at $70 in quantity...more with ESAF of course... But until I see proof that DFR300 is shipping...I am going to wait to pass judgment on whether comparison to DFR300 pricing is outdated. Fifth point: ESAF gets the algo as part of the hardware package... So the Algo supplier...in an idx relationship...would be IDX. ESAF may or may not charge a markup on the algo...but of course pricing will be adjusted to the situation. Is this what you mean by ESAF reseller markup? Sixth point: why ESAF? Multi-environment support (TNG/Novell/NT)...multiple solutions...and open standards. That makes it less likely that someone who buys a biometric product will have to continue to buy from that biometric provider...more of a free market thing. Seventh point: the "fact" that IDX algos will be incorporated into Novell's OS? Where do you read this? Eighth point: assuming that the algos are already in there...so what? ESAF has a application in there...that we know for a fact is going to be embedded...and using BSPs...damn near any solution can be used... I don't see your point. Regards, Bob