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


To: Rob C. who wrote (11671)12/11/1998 9:15:00 AM
From: brad greene  Read Replies (1) | Respond to of 26039
 
Rob,

You may want to hold only IDX......

Kessler of Lehman Brothers just put out a First Call on IDX for institutional investors.....a few minutes ago.

I have a second hand report.......but I guess the two major points are:

1. Since IBM, Microsoft and Identicator's BioAPI standard has now allowed the BAPI standard to merge into it.......His time table for biometric explosion has now gone from 2 years....to 6 to 9 months.

2. After speaking with Compaq Computer........and Identicator....he believes that this supply contract could be the single largest and most important contract to date in the bio-ID industry.

Although he made no changes in estimates or opinion....I guess he is placing the matter on review.

Good long term stuff......Rob. Wall Street likes timetables that get moved up from 2 years to 9 months.

bg