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

To: Night Writer who wrote (4830)	11/6/1997 7:07:00 PM
From: brad greene	Read Replies (1) \| Respond to of 26039

Night Writer, Sell....Get out while you can......after the tanking of IDX today, more beatings must be on the way.....Don't be foolish...The strike suit alone could bury the company. Why take the risk? We all know that the INS can go with anyone......and at a PE of 147....how the heck could you hold?.......The shorts know something........ You saw the movie "thinner".......well this could be just the first few pounds......If I were you......I would not be long, I would be short.....That's if I were you......which of course I'm not. What better time to bolt.......the bears get Thanksgiving, you know....and we need some shorts on the thread....arhhhhh. bg ps. NRID.....closed at 52 week low of 5/8.......makes you think.

To: Night Writer who wrote (4830)	11/6/1997 10:00:00 PM
From: David	Read Replies (1) \| Respond to of 26039

OK, so Brad's an optimist and we had a little bit (and I mean a little bit) of bad news. Would you want to trade places with DBII or Printrak or NRID or SACM or FINX? You can, you know. They're all publicly traded. First, we don't have any news that changes the fundamentals of this company. IDX is as dominant in this small market as it's ever been, and the company is getting stronger. The biometrics market is showing definite signs of growth. Growing markets attract larger competitors, but that doesn't mean they are smarter competitors. (For instance, Microsoft outmaneuvered IBM.) Second, if you don't have the ability to handle minor bad news, you won't have any ability to hold a growth company long-term, assuming that's your goal. Nothing goes straight up, and if it did, some of you would be trying to time pullbacks and missing out. Third, if you want guaranteed returns, Treasury bills are your best bet. Sometimes I think "long term" means about three months to some investors, rather than three (or ten) years. If you think in terms of months, you should be on a trading thread. Brad draws big pictures, and he can be prone to errors of enthusiasm. From what I've seen, they've been minor errors. Give him a break. He already lives in Idaho -- isn't that punishment enough?

To: Night Writer who wrote (4830)	11/7/1997 12:09:00 AM
From: Loretta Fern	Read Replies (4) \| Respond to of 26039

Dear NW, Jerald and others pessimistic about IDX, IDX's blue sky is falling you seem to be saying. Please post hard facts and objective reasoning to support this view. I am quit long IDX and my bias may prevent me from viewing IDX objectively and rationally. I just don't see the sky falling at this point. Jerald-- you write "our market is getting chewed up by bigger and bigger players." Who do you mean? Its not DBII. They have consistently lost market share to IDX for several years now and they are not a big player. Sony? Find out how many dollars of biometric equipment they've sold. Lockheed-Martin? Ditto. Jerald , please tell me who is making all the money in biometrics and where IDX has lost market share. One thing to consider is the biometric industry itself. It has not yet exploded. The Japan contract which has been talked about on this thread for a long time has not been awarded. Its not IDX's fault. They have not lost the contract. Its just the status of the biometric industry. This is true for many areas of blue-sky for IDX. The market inertia needs to be overcome. As you read this thread it must be apparent that IDX is laying down a substantial foundation, and biometrics is beginning to be noticed. Jerald-- "like watching an iceberg melt." Product revenue up 40% year-to-year. Joint-venture with Slyvan. Acquisition of BAT. Oracle product on market. I just don't see it melting. NW--"the story is getting thin." The story as I read it, is IDX entwined with biometrics. You read this thread. Seems to have alot of story on both. What is really getting thin is patience. IDX stock price was $3 in 1994. In 1997 its $10. IDX is positioned well in a market set for rapid growth. They have set up global alliances, sales force and markets. Their CEO is a pioneer and innovative force in biometrics. IDX is pushing biometrics everywhere. Airports...Slyvan...Pentagon...time and attendance...banking...This is your IDX leading the world into these areas. Nobody else is doing what IDX is doing first They are all following. There will be great competition in biometrics, and IDX won't have all things go their way, but I still don't see IDX's blue-sky falling.