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

To: CareyM who wrote (11559)	12/3/1998 3:32:00 PM
From: David	Read Replies (1) \| Respond to of 26039

I think they can do both, for a while. However, as time goes on, we may find that IDX has spent a lot of time and money working within a losing system -- whichever one it is. Meanwhile, there may be competitors cropping up in the ultimately winning approach that would not have had a good opportunity to compete had IDX gone the right way to begin with. My immediate concern is a possible dichotomy between Oracle and Compaq customers. I don't know if the applications here are similar or dissimilar. If they are similar enough, I can see Oracle customers asking why they should pay almost $400 for a reader that the company sells in a different form for $100. On the bright side, I believe IDX has the lowest cost approach in each track: $99 on the IDT non-CPU technology, and $399 on the F3.