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

To: R. Jaynes who wrote (16489)	1/24/2000 11:41:00 AM
From: David	Respond to of 26039

My point is that Veridicom is operating from a position of weakness. They aren't going to be able to build a market position for a sophisticated system of digital certificate/smart card/biometrics without OEMs who are in the digital certificate and smart card businesses. They are playing out their weak hand as best as they can, getting to issue a PR saying they are "first," which they are . . . but that's about all they can get at this stage. Storefront sales aren't the way to go when you need systems integrators to make your idea reality. Hockeyfan: Veridicom has a few sales in Australia, and maybe elsewhere, but I haven't seen any big deals. Considering Veridicom's pedigree and investors, they are flopping as an IDX competitor. Maybe silicon isn't the solution if optical can be produced in the same size, and for less money. The only place I see silicon as necessary is in smart cards, because even the DFR-300+ will be 3mm thick, a little too thick for credit cards/smart cards. (Hence, the Infineon deal.) Meanwhile, IDX will be eating their lunch in notebook PCs and wireless applications, not to mention keyboards.