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

To: Rob C. who wrote (4533)	10/28/1997 1:19:00 PM
From: brad greene	Read Replies (2) \| Respond to of 26039

Rob, Will be interested in what you dig up. We have been doing this for years. I will be very interested to see what Kessler has to say. He will be looking at different things than most. He will be looking at SG&A and why product sales seemed to fall a bit short. He may see some things that are positive. I think he has a cool head.....and will help folks understand what is going on. He has targeted IDX at $18.00 per share in 12 months. If he still feels this way after the conference call.....then at $ 9.00 per share, IDX may seem to be a value....if not a strong buy..........makes sense to me.......But I am what I am, Rob.....the resident IDX bull....... bg

To: Rob C. who wrote (4533)	10/28/1997 7:32:00 PM
From: Elvis Jones	Respond to of 26039

Robert, You always post "I hate it when I'm right?". So, did you love the way today ended? I hope you now believe you were wrong (you're still batting .950). Questions for the thread... I noticed the revenue mix (products-to-services) "flipped" from 53/47 to 47/53. While gross margins (GPM) on products expanded from 47% to 54%, GPM on services declined from 18% to 14%. The result is that overall GPM declined from 34% to 33%. 1) Why the drop in Services GPM? Was it "foot in the door" sales? Higher labor costs? Deal cutting? Some other problem? Is this a concern for us? 2) Where do others rate revenue streams in order of importance? Happily Long IDX, Duke