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Technology Stocks
RFID, NFC and QR code Technologies
An SI Board Since September 2003
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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.”


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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1712Of course, if your phone goes dead...u're skewered Just like w/an electric Savant14/14/2022
1711Chipotle is testing RFID tags to track ingredients for food safety Chipotle wilGlenn Petersen24/1/2022
1710Beware of QR Code ScamsIt’s so easy to click on a QR code. Criminals are countinGlenn Petersen33/21/2022
1709"Low-tech" QR codes featured in Coinbase Super Bowl ad: [youtube videGlenn Petersen-2/22/2022
1708Seems like the barriers to theft would be even lower than they are for credit casense-1/15/2022
1707Potent antiviral effect of silver nanoparticles on SARS-CoV-2 ;<)sense-1/15/2022
1706The End of Car Keys, Passwords and Fumbling With Your Phone at Checkout The ultGlenn Petersen-1/9/2022
1705The Numbers Hiding Behind That QR Code The now-familiar square of little black Glenn Petersen28/20/2021
1704QR Codes Are Here to Stay. So Is the Tracking They Allow. New York Times July 2Glenn Petersen27/26/2021
1703Yes, QR huge in China... Also a new way to QR. These custom codes are capableSavant-11/25/2020
1702QR codes are bar codes on steroids. Very popular in Asia.Glenn Petersen-11/25/2020
1701Sam's Club has had scan to pay app for some time now...uses bar codes, not QSavant-11/17/2020
1700CVS becomes first national retailer to offer support for PayPal and Venmo QR codGlenn Petersen111/17/2020
1699QR codes are finally having a moment in the pandemic Kai Ryssdal and Alli Fam Glenn Petersen-10/23/2020
1698QR code...and stuff that is OT. SoftBank wants to burn money Masayoshi Son zerGlenn Petersen110/7/2020
1697It has almost doubled from its March low of $150.00.Glenn Petersen-8/19/2020
1696ZBRA has a v. nice 4 yr chart...Savant-8/19/2020
1695Instagram launches QR codes globally, letting people open a profile from any camGlenn Petersen-8/19/2020
1694Coronavirus has turned the humble QR code into an everyday essential QR codes hGlenn Petersen18/19/2020
1693h/t Ron ‘Low-Code’ Becomes High Priority as Automation Demands Soar CIOs are Glenn Petersen111/26/2019
1692Former Tokyo-based engineer emerges as big winner from China’s love affair with Glenn Petersen18/20/2018
1691IBM has introduced a blockchain-ready "cryptographic anchor" that doesGlenn Petersen13/21/2018
1690RFID and QR codes will have a role to play in the implementation of blockchains.Glenn Petersen11/23/2018
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
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