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

To: bob jordan who wrote (16433)	1/19/2000 4:09:00 PM
From: David	Read Replies (3) \| Respond to of 26039

Here's the link: siliconinvestor.com "'Identix is shipping hardware and software in volume and preparing to meet the expected growth and demand for our BioSecurity systems,' said Grant Evans, Vice President and General Manager of Identix's IT Security Division." Point 2: If ESAF is reselling the IDX software, fine. I'm pretty sure IDX won't be letting them undersell the BioLogon solution, though. I really doubt much if any of this activity has been going on, or there would have been PRs by someone. And maybe even real revenues reported by ESAF in their quarterly reports. Point 3: ESAF has a server-based solution, so it will charge for it. I'm not up on their fee schedule. As to IDX fees, don't use the Internet retail storefront. They will be using an OEM approach to Novell end users. Those charges haven't been published. Point 4: Given that the hardware supplier (less application) charges $70, and the obsolete DFR-200 CPQ price is $99 for a total solution (less in quantity) . . . Secugen isn't competitive in price. Don't even try to pretend otherwise. Point 5: As a reseller, ESAF can go one of two ways: It either charges a higher price to the end user, or it eats profit margins. Either way, it is at a significant disadvantage to an IDX who has hardware, algos and apps. Point 6: Make some sales and prove that point. At this stage of the market, ESAF's strategic argument doesn't count for much -- especially since IDX is part of the BioAPI alliance, and there will be interoperability between IDX and other products. Point 7: From the link above, "'With NMAS' incorporation of BioLogon, Novell network users have ready access to a faster more easily used security authentication solution. . . .' said Grant Evans, Vice President and General Manager of Identix's IT Security Division. "'Pre-installed BioLogon equips Novell NDS customers with biometrics access to secure Internet transactions with Identix's proprietary biometric Authenticated Certificates . . . .' "'Compaq, Identix and Novell, through joint development efforts, have established a highly secure NDS authentication environment with the recent integration of biometrics technology directly into the Novell operating system,' said Leigh Moore, Product Marketing Manager for Compaq's Commercial Desktop Security Products. [I doubt CPQ is referring to ESAF here.] "'Novell's native support for biometrics dramatically broadens the market for our award winning Fingerprint Identification Technology devices. More enterprise customers will now be able to take full advantage of Compaq's security solutions and reduce costs associated with password administration.'" I have italicized those phrases that inevitably lead me to the conclusion that IDX algos are embedded in the Novell OS (when NMAS is in use). Point 8: So what? So Novell has only one fingerprint biometric embedded, and it is IDX's. If you don't think that's a competitive advantage to IDX in the fingerprint arena . . . I'm not surprised.