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

To: Hockeyfan who wrote (10191)	9/4/1998 1:20:00 PM
From: jean	Read Replies (1) \| Respond to of 26039

A veddy interesting job posting. Note the location, industry and requirements. Jean x12.dejanews.com

To: Hockeyfan who wrote (10191)	9/4/1998 1:27:00 PM
From: brad greene	Respond to of 26039

J. Saf,......All IDX, These are very interesting times...... World markets imploding, the President under fire..... And IDX down 60% or more from what used to be a base over $10.00. I have just gotten off the phone with several of the most influential members of the Commission. Here are the "talking points" 1. Identix is now trading at less than 1x this years sales. Identix still controls 70% of the biometric market......and for all intents and purposes....the story has not changed. The rapid growth is still there. 2. Oracle trades for 2.6x sales. IDX is growing faster than Oracle. Many, many companies who dominate their industries in the same way IDX does, trade for 3x....4x....even 5x sales. This represents value. 3. There is a 1.05 million short position in IDX. We believe that this position will begin to be liquidated soon, in light of the very low share price......We do not believe that those who have shorted IDX believe that IDX is terminal.....and will begin to take their very nice profits off the table. The covering of this rather large position will be bullish for IDX. 4. We believe the NEC announcement of placing 140 LS 21 series machines is a very large order.......and that other very exciting product developments and orders are forthcoming. We are looking for the sales growth to continue for IDX in the first quarter....and for earnings to surprise on the upside. This will be bullish for the stock. 5. We believe that the very low stock price will bring upgrades by Soly and Lehman......on a value basis.......We believe that the next round of comments by the analysts will be bullish for the stock. 6. We believe that IDX is not worried about another lawsuit by the Learach-type slugs. We believe that one of the reasons IDX is moving their state of incorporation to Delaware....is to protect the company from a possible hostile takeover. Remember that there is a 5 million share block of stock held by Ascom. We are unsure of exactly how much control IDX has over these shares. We can also identify several companies who's biometric programs could benefit greatly by picking up IDX. 7. Randy Fowler has our full support. We believe he is very bright, and is quietly building a stock that will rocket.....and will please those who stay the course. Fowler has not sold his shares......and is very well respected in the industry. 8. So.......Commission members are buying IDX.....buying IDX options....and believe that it is the correct move at this time. bg ps. The Commission is a few guys and gals who love IDX........nothing more. Agree....disagree.....do what you do what you do. The Commission says it has been overdone.....and it is "onward and upward"........And I award the Wendell to myself for this post.