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


To: David who wrote (9365)7/17/1998 2:37:00 PM
From: brad greene  Respond to of 26039
 
David,

That's fine.

I'm sure, you're not sure.

My talents are calling Huli-Huli events that I never seem to take advantage of.......well......this could be one. Recognition of value.

I'm saying that there are a few big boys who do bunches of government business, who could and may want to add the live-scan business to their bag. This is just my opinion.

If the government AFIS/Live scan market is going to be the billion dollar market that some believe......then Lockheed, TRW, NEC, IBM, Siemens, and a few others with biometric plans......will move in with the deep pockets and muscle.

When one goes......the rest will follow. In this type of environment...values go up.

I hear that Lockheed may not be buying that other company.......so they may have some extra cash.

My guess......For which I award myself the Wendell today....is for Lockheed to buy both NEC technologies and at least IDX's live scan unit. Lockheed would then be the monster.

IBM is going to be in the mix somewhere......They can turn their head and cough....and buy everybody.

Just watch this thing consolidate, David. It will be fun. I will bet you a penny it will raise the value of the group. Keep in mind that we are talking live-scan here.

bg