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 Technology Stocks: RFID and NFC Technologies  
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Share This Board Moderated By: Glenn Petersen -- (Not Moderated) -- Started: 12/14/2003 3:24:27 PM  Revision History

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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1635ZBRA rolls the dice: Zebra Buys Motorola Solutions' Enterprise Business WiGlenn Petersen104/16/2014 06:16 AM
1634Pretty amazing, but also very logical when you think about it. The tags serve asGlenn Petersen-03/15/2014 04:44 PM
1633wow who would have thunk it. deeno-03/15/2014 03:13 PM
1632Colorado's Legal Pot Growers Grumble About RFID Tagging By Karen Weise BloGlenn Petersen-03/14/2014 06:45 PM
1631Bracelets called MagicBands, which link electronically to an encrypted database Glenn Petersen-03/07/2014 05:03 PM
1630Impinj bounces back as RFID heats up, expands in old Seattle grocery store by Glenn Petersen-02/22/2014 10:49 PM
1629Chinese Company Announces Plans to Invest in Alien Technology Century is among Glenn Petersen-02/22/2014 10:32 PM
1628‘We need the iPhone of guns’: Will smart guns transform the gun industry? washiGlenn Petersen-02/19/2014 08:15 PM
1627J.C. Penney Bungles Transition to RFID for Anti-Theft Removing the hard electroGlenn Petersen111/25/2013 06:58 PM
1626I have been posting articles about RFID tags and airline luggage for ten years. Glenn Petersen211/01/2013 06:10 PM
1625evolution, not revolution Exactly. I suspect that the industry is still outgrowGlenn Petersen-09/25/2013 01:14 PM
1624My brother complained that I only was telling him about winners. How come I nevdeeno-09/17/2013 11:59 AM
1623Honeywell has finally closed on its acquisition of Intermec: Honeywell CompleteGlenn Petersen-09/17/2013 11:56 AM
1622What did this man put in his hand? By FOX News Updated: Aug 28, 2013 5:01 PMGlenn Petersen-08/28/2013 09:35 PM
1621I’m Still Waiting for My Phone to Become My Wallet By JENNA WORTHAM New YorkGlenn Petersen107/28/2013 08:16 AM
1620NFC: What You Need to Know by Lauren Goode All Things D Published on FebruaryGlenn Petersen-02/18/2013 11:26 AM
1619How the Bar Code Took Over the World By Drake Bennett and Jim Aley Bloomberg Glenn Petersen-12/18/2012 12:59 PM
1618Consolidation: Honeywell to Buy Intermec The acquisition, slated to close in mGlenn Petersen-12/14/2012 09:52 AM
1617N. Joseph Woodland, Inventor of the Bar Code, Dies at 91 By MARGALIT FOX New YGlenn Petersen112/13/2012 11:29 PM
1616Google Wallet has been a bit of a bust: Plastic cards for Google’s digital walGlenn Petersen111/10/2012 12:06 PM
1615Student IDs That Track the Students By MAURICE CHAMMAH and NICK SWARTSELL New Glenn Petersen-10/07/2012 08:19 PM
1614Target bets on QR codes, exclusive toys this holiday By Jessica Wohl Wed Oct 3Glenn Petersen-10/03/2012 09:21 AM
1613Behold the World’s Largest QR Code! By Roy Wood Wired 09.13.12 5:30 AM [graGlenn Petersen-09/13/2012 07:38 PM
1612RFID and The Big Bang Theory Posted By Mark Roberti, 08.30.2012 I recently rGlenn Petersen-09/01/2012 03:10 PM
1611Rumor: NFC chip spotted in photos of purported next-gen iPhone front assembly BGlenn Petersen108/27/2012 03:23 PM
1610Ultimately, the mobile payments providers will coalesce around two or three stanGlenn Petersen-08/15/2012 12:16 PM
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