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

To: brad greene who wrote (4844)	11/7/1997 2:00:00 AM
From: jerald morse	Read Replies (1) \| Respond to of 26039

Loretta - I don't think the sky is falling either. If I did I'd sell out tomorrow, wife or no wife! But anyone who reads this thread and studies the industry can see more competition coming from the likes of Sony, LM, who knows. I don't think two year old projects with 3rd rate semiconductor companies are impressive like Brad does. I don't think paying out in lawsuits an amount almost equal to your net earnings quarter after quarter is impressive. It is getting old. The Oracle deal is really the one we need to take off, along with a large banking or healthcare contract. I can see it happening but I'm beginning to feel we're the "BetaMax" of the industry. We've got the best technology but....we're not really making any money on it and my fear is that a cheaper "good enough" algorithim will be produced that will marginalize our business. We ARE the leader and revenues are growing and I don't like selling growing revenues so for now I'm willing to let Randy and staff "build the business". BUT...I'm not as comfortable with our relationships as Brad seems to be. Randy's comment on the CC about obtaining Oracle "mind share" is what I'm talking about. We need a heck of a sales force to turn some "minds" around and it's not going to be easy.

To: brad greene who wrote (4844)	11/7/1997 10:49:00 PM
From: Night Writer	Respond to of 26039

bg Always had a soft spot for Chicago. Worked there for almost 7 years. Lived in Bolingbrook & moved to Naperville. Took the Burlington into the loop. Visited on business last April. Same Chicago, friendly people, new buildings. Tearing down and building all the time.Something about that city makes me feel good. This cowboy learned more about business working there then any place. I place great value on their investment thoughts. Plus I feel better today after Intels performance. I sold a load of Jan 99 85 Intel puts the week before the Hang Seng event. Was going to wait for a bounce before buying insurance. Thanks again. Now I have to catch up on all the IDX posts. NW