SMY - SAMSys Technologies Inc Message Board

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Microcap & Penny Stocks : SMY - SAMSys Technologies Inc

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To: Wallof Confusion who wrote (100)	6/9/2002 10:42:03 PM
From: Montana Wildhack	Read Replies (1) of 342

A poster on Stockhouse. That's an active board with a lot of noise but there are numerous gems that keep you informed of how the players and technologies are doing. RFID is enourmous and inevitable. The advances in the last few years have shaved many years off before feasible implementation can really start. The key to SAMsys is the number of competitive protocols their reader can handle. It is the first truly open concept so that a WalMart can control its goods regardless of the tag. The key to implementation date is the serious advances recently in bringing the per tag cost down to viable levels and the advances in technology (such as the technology to insert the tags into the boxes or packages such as the Tide example in the article I pasted. With SAMsys hooking back into BTG (they bought a 27% stake I believe) partly for a close UHF joint venture and partly for their leading edge operational expertise, the cash issue for SMY was solved and they have an additional venue above and beyond their IP relationship. One of the issues surrounding implementation is the lack of a full service offering. The move to RFID requires something of a general contractor type service that project manages the extensive changeover. This includes integration into existing technology systems for example. The upside of real time supply chain management is so huge its difficult to estimate. Theft alone is in the many billions. Client profiling (they pick up the boxes if...they purchase when...with REAL numbers and no behaviour interference)is worth billions. Product focusing (WalMart one of the best in retailing estimates at any one time it has 20% of its product in the wrong place) is worth billions. It can't be said for certain that SMY will be a winner; but, they're in good position. What can be said with certainty is RFID is coming and barcoding will die. Wolf

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