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

To: David who wrote (13559)	5/18/1999 2:07:00 PM
From: Hockeyfan	Read Replies (1) \| Respond to of 26039

Roadmap to the future ??? I went back to the transcript of the 3Q99 conference call (link provided by David) to see exactly which companies Randy mentioned. The call was held on April 27th. Here are some notable excerpts. vcall.com “But the real excitement here is the developments that Identicator has done on their very low price products through Compaq and Keytronics and Cherry and a few others, more that we'll talk about in the future.” “Neither Identix nor Identicator have put out any press releases on any additional partners, although clearly, if a guy were smart and was working with Compaq and Keytronics and Cherry, he would also try to go after all of the other channels that are similar to that, like, you know, Gateway and Dell and H-P and IBM and Novell, Motorola -- all those people, and, of course, we're pursuing any of those avenues that we can. And when they're done, we will announce those in the future, if and when they're done, and -- as well as the extent to which these channels that are in place are being successful.” The Cherry news was officially released on May 15th. We haven't heard anything on Gateway, Dell, H-P, Novell or Motorola yet. Of course Randy may not have meant that we had agreements with all of them, but some of them (“a few others”) or similar companies. $$$$$$ Ford Motor Company $$$$$$$ Alen Alder: Could you talk a little bit about some end users, corporate entities that would be using your products and what level of products they would be using on a corporate intranet, if it was a decent size company, and when might you make some announcements there? Randy Fowler: Yadda, yadda, yadda… “But I've met personally with a number of enterprise companies that are interested in this product, and they're interested in a couple or three different things. First of all, there's an immediate interest in the peripheral device that Compaq is shipping, but also they're very interested in having it built into laptops and notebooks, particularly insurance companies, and built into keyboards and that sort of thing.” “There is not -- if you -- there is not any enterprise system that you know of that isn't in some way considering the use of this, or will in the near future. I've met with a lot of different investment banking firms in New York. I've met with insurance companies and HMOs and retail banking and wholesale money transfer, and they're all looking at putting this product in.” “I don't think that somebody like Ford Motor Company or Coca-Cola or Levi Strauss is going to call Compaq and say, "I want 20,000 of those things to implement next Tuesday." The training is -- it doesn't require very much training, but you've got to remember that they don't even put a new hard drive in a computer in an enterprise system like that without training the people that are going to use it. The life of a computer at a big enterprise system is about 18 months to two years, and generally, they do 500 or 1,000 of these computer systems at a time, and when they get it all ready to go in an empty space, they tell these 500 hundred or 1,000 people, "when you come in on Monday, don't go to your old desk. Go to this new desk," and they have some people there that will be -- that would be training them on their new computer...” $$$$$$$$ Well I guess the list to watch in the order mentioned is: Gateway Dell Hewlett-Packard IBM Novell Motorola Ford Motor Company Coca-Cola Levi Strauss If we really are supplying Ford, I expect this thread to break the news early in June and the official announcement to go out sometime in September after everybody has approved the press release draft.(Tongue in cheek) Ford would be huge from a PR standpoint. Couple them with United Airlines and would have the start of a pretty good customer list and pretty good proof that biometrics is going mainstream.