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


To: David who wrote (10832)10/15/1998 10:39:00 PM
From: marvin smith  Respond to of 26039
 
"I think if IDX managed to report five cents EPS this quarter the stock would " I think pigs would fly if we beat expectations by a nickel:}



To: David who wrote (10832)10/16/1998 9:07:00 AM
From: brad greene  Read Replies (1) | Respond to of 26039
 
David,

The five cents would be great.....if IDX could convince Kessler and Usem that the 150%+ beating of estimates will be a trend.....and that raising of estimates is justified.

The 50 mil ANADAC contract drew the attention of Kessler....in that it made him feel that existing earnings estimates were bolstered or "confirmed" with the win of that deal.....although he did not raise or upgrade.....I think his message was that the cup is full......and that any more stuff would warrant a larger cup.

We need a larger cup!

The way we get it is a double hit.....Solid evidence that earning estimates for this year need to be increased by 50%.......and a monster contract in the biometric field that will show that 1. Biometrics is here....2. IDX is the monster of the industry.....3. There are very large biometric applications coming down the road......and that IDX will get a large share.

If Sears were to install Touch-Clocks enterprise wide...and cut their payroll 2%+......this would be one of the monster contracts....as investors and smart people would be able to see that Wal-Mart, Albertsons, Home Depot...etc.......would be just a little bit down the road.

So......Numbers that get Kessler and Usem to move....and a major showcase biometric application..........Revised estimates, upgrades.

Double digit stock price.

bg