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

To: Hockeyfan who wrote (13316)	4/30/1999 3:54:00 PM
From: brad greene	Respond to of 26039

Hockeyfan, 7 minutes to be where you want to be...... Week at the opera next week? Not too bad for a "market gets creamed" day..... bg

To: Hockeyfan who wrote (13316)	4/30/1999 4:36:00 PM
From: David	Read Replies (1) \| Respond to of 26039

Re: Gillette strategy for IDX . . . I don't see 'per click' happening right away, since the infrastructure isn't quite in place. Even VRSN is charging annual license fees. So I see annual seat charges as the first step, then after the first generation of corporate computers go out with hardware, change to a Gillette strategy two years later with the next generation. I suspect the "$20" scanner our reporter saw is the present DFR-200 being OEM'd to Compaq, and the smaller $10 model a next generation they will officially unveil at CTST. Those kinds of numbers have to be at cost to IDX, so the business model will need some kind of licensing arrangement . . . and that leads us to a deal with VRSN, as far as I can figure. If we do get $10 hardware, another major OEM, and VRSN, game over.

To: Hockeyfan who wrote (13316)	4/30/1999 4:37:00 PM
From: J L Segal	Respond to of 26039

Hockeyfan, pay per use - as in e-commerce? I like the sound of that. It reminds me of WAVX (Wave Systems). They really have no sales yet, but they have developed sort of a "pay per view/use" type of system for e-commerce. Their stock shot up from under $4 last January to $29 in early april & has been stable in the mid/low 20's ever since! No, I'm not trying to tout this stock, as I am out now, but hey, if IDX (who does have sales) can get this same type of recognition..... JL