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RFID and NFC Technologies
An SI Board Since September 2003
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Emcee:  Glenn Petersen Type:  Unmoderated
In a few years RFID technology will be ubiquitous. Wal-Mart has already announced that it is going to require that its top 100 suppliers deliver RFID tagged products by 2005. By the end of 2006, that requirement will be extended to all of their products. It was recently reported that the U.S. Department of Defense plans to ask its top 100 suppliers to put RFID tags on pallets, cases and big-ticket items. The military intends to spell out its plans in detail sometime next summer, but it is believed that tagging could begin in 2005.

Currently, the most common applications for RFID technology include tracking goods in the supply chain and parts as they move through a manufacturing production line. It is being used to track both hard and soft assets. It is also being used in security applications to control access to buildings and networks and in payment systems that let customers pay for items without using cash. It is being used to track cows and pets.

The technology is not without controversy, however, as there are many individuals who are justifiably concerned about privacy issues. I will be posting some articles that address this issue.

This has been a hot niche that will become much hotter if Alien Technology ever files for an IPO. It has already seen two pump-and-dumps (ADSX and NCPT) and at least one reverse merger (AIDO). As the sector heats up, I would expect to see more reverse mergers from smaller companies that have a specific application. Two of the major long-term players are Zebra Technologies (ZBRA) and Symbol Technologies (SBL), though they are not pure plays. I have attached a sample portfolio to the thread. Please feel free to suggest additions.

If you have any technical questions about the technology, I am not the guy to ask. I am not an engineer.

As defined by the RFID Journal, “Radio frequency identification, or RFID, is a generic term for technologies that use radio waves to automatically identify individual items. There are several methods of identifying objects using RFID, but the most common is to store a serial number that identifies a product, and perhaps other information, on a microchip that is attached to an antenna (the chip and the antenna together are called an RFID transponder or an RFID tag). The antenna enables the chip to transmit the identification information to a reader. The reader converts the radio waves returned from the RFID tag into a form that can then be passed on to computers that can make use of it.”

Resources

RFID Journal

rfidjournal.com

EPCglobal

epcglobalinc.org

Auto-ID Labs

autoidlabs.org

The share price for the individual stocks included in the portfolio are as of May 30, 2003, immediately prior to the Wal-Mart announcement that they were requiring their top vendors to become RFID compliant. Companies with share value below $1 were weighted with shares valued at approximately $50; companies with a share value in excess of $1 were weighted with shares valued at approximately $100.
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ReplyMessage PreviewFromRecsPosted
1650The Next Challenge for the RFID Industry: Rapid Growth The technology adoption Glenn Petersen-December 9
1649The MCX (CurrencyC) solution does not employ NFC capabilities. It does, however,Glenn Petersen-October 25
1648Let the NFC wars begin: CVS Stores Reportedly Disabling NFC to Shut Down Apple Glenn Petersen-October 25
1647Alien Technology raises $35M to make RFID tags for the Internet of things Dean Glenn Petersen-October 9
1646Food Tech Startup Pantry Labs Taps RFID for Smart Vending Machine Martin LaMoniGlenn Petersen-October 8
1645Long overdue: New York City Adopts RFID Tags to Track First Responders By: AGlenn Petersen2September 14
1644Our Sources Say the Next iPhone Will Include NFC Mobile Payments By ChristinaGlenn Petersen-August 28
1643Yes. "Zebra's tracking technology will help teams to evolve training, Glenn Petersen-July 31
1642Would this tech include Zebra?Darleen Shurgot-July 31
1641NFL players to wear shoulder pad RFIDs for on-field stats tracking BY Billy Glenn Petersen-July 31
1640Tile: thetileapp.com What Are Tiles? Posted By RFID Journal, 07.10.201Glenn Petersen-July 10
1639Next year banks, merchants and credit card companies will be adopting a chip-andGlenn Petersen-June 22
1638RFID Stakeholders Need to Prepare for the Internet of Things The IoT will pose Glenn Petersen-May 26
1637I [want] to emphasize again the incredible value that specialty retailers would Glenn Petersen-May 24
1636RFID Makes Internet of Things Come to Life Though RFID technology has been arouGlenn Petersen-May 18
1635ZBRA rolls the dice: Zebra Buys Motorola Solutions' Enterprise Business WiGlenn Petersen1April 16
1634Pretty amazing, but also very logical when you think about it. The tags serve asGlenn Petersen-March 15
1633wow who would have thunk it.deeno-March 15
1632Colorado's Legal Pot Growers Grumble About RFID Tagging By Karen Weise BloGlenn Petersen-March 14
1631Bracelets called MagicBands, which link electronically to an encrypted database Glenn Petersen-March 7
1630Impinj bounces back as RFID heats up, expands in old Seattle grocery store by Glenn Petersen-February 22
1629Chinese Company Announces Plans to Invest in Alien Technology Century is among Glenn Petersen-February 22
1628‘We need the iPhone of guns’: Will smart guns transform the gun industry? washiGlenn Petersen-February 19
1627J.C. Penney Bungles Transition to RFID for Anti-Theft Removing the hard electroGlenn Petersen111/25/2013
1626I have been posting articles about RFID tags and airline luggage for ten years. Glenn Petersen211/1/2013
1625evolution, not revolution Exactly. I suspect that the industry is still outgrowGlenn Petersen-9/25/2013
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