Technology Stocks
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.”


RFID Journal


Auto-ID Labs

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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1670According to the article, RFID is now officially an "old technology." Glenn Petersen-Monday
1669How 7-Eleven Will Beat Worker Blues \ By Glenn Petersen1Monday
1668Impinj the ‘Best Way to Play’ the ‘Tipping Point’ in RFID, says Morgan Stanley Glenn Petersen-March 25
1667 Amazon's new grocery store could be driving up the price of a $600 millioGlenn Petersen-12/8/2016
1666When Information Storage Gets Under Your Skin Tiny implants can replace keys, sGlenn Petersen-9/20/2016
1665 RFID tag maker Impinj prices IPO at $14, shares soar in rare public offering Glenn Petersen17/23/2016
1664 In the field of neuro science some day the benefits I hope will be enormous. ThAhda-6/12/2016
1663Implanting chips into humans was a controversial subject when this board was staGlenn Petersen-6/12/2016
1662There is a bit of social engineering aspect to using implants to make mobile debHerbVic-6/12/2016
1661 it is a good article as bit coin and currency all have the problem of can it beAhda-6/12/2016
1660Under My Skin: The New Frontier Of Digital Implants "Biohackers" are Glenn Petersen16/12/2016
1659 The balance sheet to me is not excellent been in business about six years and cAhda-6/3/2016
1658 Our adjusted EBITDA was $4.9 million and $4.8 million for 2014 and 2015, respecAhda-6/3/2016
1657The still unprofitable Impinj has filed an S-1 registration statement: sec.govGlenn Petersen16/3/2016
1656Exclusive: Internet of Clothing Is Coming Through Huge Label Deal by David MeyeGlenn Petersen-4/19/2016
1655The story that should have gone away but hasn't..... Chip-Card Payment SyThe Ox-3/24/2016
1654 Chip-Card Payment System Delays Frustrate Retailers By RACHEL ABRAMS New YoGlenn Petersen-3/23/2016
1653hey everyone Nice info here but i want more to know something about RFID deJohn Andry-6/4/2015
1652The system uses Near Field Communication technology, which is already embedded iGlenn Petersen-5/28/2015
1651h/t JaleStraw NXP Semi: Up 643% Since IPO, the Story’s Not Over, Says BernsteinGlenn Petersen-5/23/2015
1650The Next Challenge for the RFID Industry: Rapid Growth The technology adoption Glenn Petersen-12/9/2014
1649The MCX (CurrencyC) solution does not employ NFC capabilities. It does, however,Glenn Petersen-10/25/2014
1648Let the NFC wars begin: CVS Stores Reportedly Disabling NFC to Shut Down Apple Glenn Petersen-10/25/2014
1647Alien Technology raises $35M to make RFID tags for the Internet of things Dean Glenn Petersen-10/9/2014
1646Food Tech Startup Pantry Labs Taps RFID for Smart Vending Machine Martin LaMoniGlenn Petersen-10/8/2014
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