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Microcap & Penny Stocks : Delsecur or Grandeur (GDER-OTCBB) DEL-ID for Ecommerce -- Ignore unavailable to you. Want to Upgrade?

To: Lyle Bean who wrote (93)	12/3/1998 11:53:00 PM
From: Rob S.	Respond to of 384

There are some differences but many similarities: Rambus's effort took several hundred millions effort over a several year period before they had their product ready for practical deployment. Like RAMBUS, delSecur's type of product took the right set of market and background technological and market evolution to develop before it become practical. RAMBUS was planned years in advance as an inevitable requirement of the evolution of both PC computer systems and IC fabrication technology. Sub .035 micron fabrication was needed to make high speed memory architectures a practical possibility. In a "dance with" the fabrication capability the demand was also developing because uPs and board architectures were speeding up while programs were developed that need faster speeds. If RAMBUS memory had been around five years ago it would not have had that big of a market to fit into. Then there was the factor that Intel endorsed RAMBUS and pushed it openly to memory manufacturers both here and abroad. That helped to clinch it as the defacto standard. But even with that, up until about nine months ago, there was still a lot of debate about whether RAMBUS would be THE standard. Now it's a done deal. delSecur is not as far down the pike. They have a working design that has come through shop evaluations and is running through field trials now. Besides working well, the product looks inexpensive to manufacture for this type of device. Biometrics sensing devices up to this time have been fairly expensive - enough so to make them impractical for consideration in most high volume and widespread applications. Or they haven't worked. What was needed was a relatively simple and small device that could be made cheaply. Some related developments and products are helping to greatly drive down the costs. Some of the more costly devices have been CCD (charge coupled device) photo sensor diode sensor arrays. These are a grid of photo sensors - they sense light that are focused on the chip by a lens. They are commonly used in camcorders, digital cameras, closed circuit TVs, and now PC cameras or conferencing devices. That amounts to several millions of units per year that help to drive down the costs. But besides the large numbers being used, IC manufacturers have developed CMOS sensor arrays that are much cheaper to produce and consume much less power than the traditional CCD devices. DSPs and mixed signal ASICs (those that use both analog and digital circuits on the same die) have also come down in cost dramatically over the past few years. In the meantime, the Internet has taken off like crazy, smart cards have started to make a big splash in Europe and parts of Asia and are expected to become popular here in the U.S. and the shift toward electronic commerce in general has really begun to become accepted. It will take several years for the markets for the delSecur device to develop fully. Traditional security markets can take off very quickly - such as corporate or campus access control systems. Even aps such as garage, gate and door entry systems can start up rapidly. Banking use might be fairly quickly adapted. But I think that anywhere the general public will be asked to adopt the device that there will first need to be a building up of awareness and acceptance. Industry and personal habits don't change overnight. I would personally welcome this over using a pin number - a pin can be stolen along with your card or it can be forgotten. With the delSecur device, unless you lose your finger it's always right there on your hand. I expect there to be several competitors that will develop for this market. There are several existing biometrics sensing companies. Most of these are costly, such as retinal scan devices. But there are other companies who have finger print reading devices and who will benefit from some of the same cost dynamics that delSecur is able to capitalize on as I mentioned above. delSecur has the only device I have heard of that actually works and that can be built for a reasonably low cost. But others will be hard at it trying to do the same thing. Competition is necessarily a bad thing becuase it helps to stimulate markets. With the right partners, delSecur should do well in the face of it. That's why I agree with their licensing strategy. delSecur has gained some very favorable development work and recognition and is on tract to fitting in to several standardized applications. That ground work is essential to winning acceptance - without that it would hardly matter how effective or low cost the device was. I would not go so far as to suggest that they will become a defacto standard. Their business model is to develop the technology and specific applications and then let efficient manufacturers and marketers, such as Hitachi and Alcatel go after getting down the price curve and gaining market acceptance. That's the surest way for a small company to gain Microsoft or RAMBUS like acceptance and leverage. Remember that mighty Microsoft rode the coattails of IBM and Intel for several years before they were considered such an awesome competitor.