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

To: David who wrote (16581)	1/29/2000 10:18:00 PM
From: David	Read Replies (1) \| Respond to of 26039

Timing revenues . . . Someone on Yahoo who confused me with Stockman17 (I'm boi568 on Yahoo) wanted to know if adding distributors would affect IT revenue projections over the next six months. The answer is no, since it takes six months for revenues to come back to IDX via the sales channels. However, I think any Novell sales would come back much faster, since it appears that IDX is licensing Novell to use its core biometrics directly. As Novell customers choose the IDX option, Novell should be able to record the sales and pay IDX fairly promptly -- at least faster than six months from now. It's not quite clear to me how a Novell user choosing the IDX biometric option avoids also buying into the IDX hardware (DFRs or Infineon) and an IDX-connected digital certificate from a Certificate Authority like Verisign. That implies to me that we should see a VRSN and/or ENTU announcement before Novell implements its authentication solution in NMAS. (Someone correct me if I'm wrong.)