SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Impinj, Inc.
PI 202.16-1.9%Oct 31 9:30 AM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Cooters who wrote (339)1/31/2025 9:45:02 AM
From: Soumaila1 Recommendation

Recommended By
Cooters

  Read Replies (1) of 473
 
I take the UPS call as short term, not great news for the stock, but long term great news for the technology and thus the stock.

Near term:
  • fewer packages in the UPS network
  • continuing to build out RFID sensing and use across the network, timing and final size a bit more uncertain

Long term:
  • they are fully committed to RFID and appeared very pleased with its performance
  • RFID is a critical piece in expanding new and newer opportunities in pharmacy (this could be big), B2B, enterprise-level shipping, inventory management, etc.
  • RFID gives them the needed visibility of the package for all sorts of use cases (cold chain pharmacy for example)

All in all, I think UPS is in a transition from the high volume low profit Amazon shipping to a broader customer base and RFID will provide the value and quality of service they need to offer.

Any ideas if Amazon or USPS will go to RFID tracking of every package?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News