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Technology Stocks
RFID, NFC and QR code Technologies
An SI Board Since September 2003
Posts SubjectMarks Bans
1692 134 0
Emcee:  Glenn Petersen Type:  Moderated
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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1692Former Tokyo-based engineer emerges as big winner from China’s love affair with Glenn Petersen1August 20
1691IBM has introduced a blockchain-ready "cryptographic anchor" that doesGlenn Petersen-March 21
1690RFID and QR codes will have a role to play in the implementation of blockchains.Glenn Petersen1January 23
1689No indication. I went to their website and did a search. Nothing.Glenn Petersen-12/20/2017
1688Any indication Alien is involved, they are basically a Chinese entity now?Cooters-12/20/2017
1687The future of grocery shopping has arrived in China Written by Karen Hao QuartGlenn Petersen-12/20/2017
1686Swarm intelligence (SI) is the collective behavior of decentralized, self-organiGlenn Petersen19/19/2017
1685RFly.....it can also find your lost keys...at home special circuit board...MIT Savant19/6/2017
1684Is it time for a QR code comeback? Author Rebecca Sentence ClickZ July 28, 20Glenn Petersen-8/30/2017
1683Drones relay RFID signals for inventory control System could save retailers bilGlenn Petersen28/26/2017
1682I'm not against it, per say, however having a 'money chip' implantedSavant-8/4/2017
1681The day that I started this board 14 years ago I posted five articles about privGlenn Petersen-8/4/2017
1680Hmm, prolly inevitable....however..saying they're .'encrypted & secuSavant-8/4/2017
1679Dawn of the bionic age: Body hackers let chips get under their skin By Tim JohnGlenn Petersen-8/4/2017
1678What once was unthinkable: Wisconsin Company To Implant Microchips In EmployeesGlenn Petersen-7/23/2017
1677h/t Bill Hammond IMO, a well-balanced Impinj backgrounder with quality links sGlenn Petersen16/23/2017
1676Ripple effects from the Amazon/Whole Foods deal: Impinj: Amazon Just One More RGlenn Petersen-6/17/2017
1675Impinj and Everspin Memory Chips Could Be the Next Big Thing Memory chips are gGlenn Petersen-6/6/2017
1674Slightly OT: The rise of the QR code and how it has forever changed China’s socGlenn Petersen15/30/2017
1673Is The 'RFID Retail Revolution' Finally Here? A Macy's Case Study BGlenn Petersen-5/27/2017
1672Another good quarter for Impinj: RFID maker Impinj tops earnings expectations fGlenn Petersen-5/6/2017
1671How Fast is Retail Adopting RFID? By Dean Frew, CTO and SVP, RFID Solutions, SMGlenn Petersen24/28/2017
1670According to the article, RFID is now officially an "old technology." Glenn Petersen-4/24/2017
1669How 7-Eleven Will Beat Worker Blues \ By Glenn Petersen14/24/2017
1668Impinj the ‘Best Way to Play’ the ‘Tipping Point’ in RFID, says Morgan Stanley Glenn Petersen-3/25/2017
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