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

To: brad greene who wrote (19401)	12/11/2000 6:48:52 PM
From: biometricgngboy	Read Replies (2) \| Respond to of 26039

"BGB is a scummer...." That's not a very nice thing to say. And I'm not even sure what a scummer is. But it doesn't sound complimentary. "He knows that we are a long way from Microsoft ... even being a threat to IDX." Maybe. But the longer it takes for the biometric market to arrive, the more time MSFT has. It's nice to be a market leader. It's even nicer when the market actually exists. And David was right, I was only theorizing. I don't have evidence that MSFT is developing their own biometric software. But it's very logical. And I don't think that isit or any other poster has any evidence that MSFT is not developing a biometric package. One can just as easily say that there is no evidence that BioLogon is being beta tested by 100 corporations, or even one corporation. The real point of that Yahoo! post was to suggest that this *potential* threat from MSFT could be tempered by an appellate ruling that maintains many of the safeguards already imposed by J. Jackson. I was arguing that it's in the interests of IDX shareholders to root for some meaningful restraints against MSFT. Who knows? Perhaps it's this very MSFT angle that's holding down the stock. Remember, IDX's only great run came on the heels of MSFT's demo-ing of BioLogon. And the fall from $35/share was very close in time to MSFT's I/O releases. And while MSFT rules the desktop, MSFT also has its eye on the wireless markets and would certainly want biometric software to run on its CE platform as well. So if nothing else, we can all reasonably agree that MSFT has a vested interest in having some biometric package running on its computing platforms. On Yahoo!, isit posted his theory about a future collaborative effort between MSFT and IDX. I responded by acknowledging the benefits that would accrue to IDX from such a collaboration. If there is any truth to that theory, perhaps that alliance came about only because of MSFT's current predicament with the Justice Department. If so, this would only support the concept that a weakened MSFT is better for IDX. I'm not so sure that I understand what the Government's interest would be in influencing biometric standards, API's etc., in purely commercial settings. That is what the remainder of your post implies. Yes?