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


To: ed doell who wrote (4562)10/28/1997 7:16:00 PM
From: James Overko  Respond to of 26039
 
Conf call --MY objective + and -
Plus
**NEC machine is IDX related (It was nice to hear Randy say it)
**Sylvan deal done --details to follow
** Got some interest in Oracle product at Singapore Conf
** Developing new software products--high margins in software
** not all of the INS order was in the first qtr...would not specify %
Minus
Minus 1*****Oracle --Less than 1 million 6 months in--this is bad -- Notice he left out of press release for the first time -- I guess the guys running it were fired and new guys hired--Randy is once again optimistic about future--Sounds like a real deboculment by IDX related to the Oracle product---
Minus 2*****Per Randy Asia sales are slower than usual --Not good for Fingerscan
Minus 3**** Robertson (Short) Stephens questions -- Same stupid questions every quarter-- He loved making Randy talk about Oracle
Minus 4-- If we had record revenues and record gross margins (54% ) and only made 2 cents???? --- we were supposed to have much lower costs due to the fact that the offices are staffed??