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

To: brad greene who wrote (4568)	10/28/1997 9:23:00 PM
From: Steve Felix	Read Replies (2) \| Respond to of 26039

Brad, Expectation are sometimes the problem. IDX shot up on the Oracle announcement on expectations. Many thought the revenue would just roll right in. Biometrics is in its infancy. As per the conference call, compared to Oracle, we are the little guy. Opening those international offices should help greatly. I know many who share this thread now had never heard of IDX when they were posting losses quarter after quarter. A break even quarter looked good then. My glass is over half full. Six quarters in a row without a loss. IDX quarterly revenue has been over 15 mil. only twice, the last two quarters! 400% earnings increase. This quarter = 35% of last years total revenue. Personally I liked the way Randy sounded a little smug when talking about 'them coming to us'. Also anyone who has followed IDX should know that the R+D money is not wasted. Onward and Upward... He did say " The darling of the show"... Sooner or later Ratman will be cornered!

To: brad greene who wrote (4568)	10/28/1997 9:24:00 PM
From: jerald morse	Read Replies (1) \| Respond to of 26039

Once more with feeling - dial 1-800-633-8284 and enter code #3318620. It works on my phone, keep trying - it's worth it. By God Identix did finish up today and I can't sell tomorrow Brad. I'm a victim of my own story now...my WIFE won't let me sell any more Identix! She loves the concept and the company. The conference call went O.K. IMO but I have to side some more with Rob in the doubt department. The fact that Sylvan is a DONE DEAL is great. Now, what's the deal? We will get that info soon and hopefully it will translate into big revenues. Randy said the Oracle product made a big hit at the Comdex show in Singapore so maybe some more interest will be generated by Oracle customers. He also said that Asian customers were taking product slower than expected and the current crisis may make that worse. That's a major negative we don't need. My overall feeling is that this is going to be like watching an iceberg melt. Service margins will shrink in the future and Randy said he expects more competition on product pricing going forward - we can deal with both AS LONG AS revenue growth remains very strong. To be the king of a bunch of penny stocks in a niche industry is not the way to riches people. At the end Randy said he's "committed to bringing bigger numbers to the bottom line". I like that and still believe he can do it. We will see.