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 : Intermec Inc. (formerly Unova Corporation)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bill Harmond who wrote (183)6/1/2006 12:38:56 PM
From: deeno  Read Replies (1) of 222
 
nice concise article. My only fear of this company is...

"Its newest FSA process, which is essential for the company to become profitable, won't be ready until late this year ``and may take longer.''

Maybe this is why they are going public the insiders and VC's dont want to take the risk of FSA failure. I would guess in the event of a failure they would have to licence from others. This certianly would make them less profitable and more of a commodity type player. There is room for this type of player (ala MU) IF the pie is going to get bigger. I think the RFID pie is going to get MUCH bigger. I think alien will get a slice.

In the end I expect to own a number of RFID companies. I have no idea who might turn out to be the big winners or lossers. Alien has the potential to be a winner in a couple of differnt spaces depending on how the industry develops. Management will be crucial in making those decisions.

You have any opinion on the quality of management?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext