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 206.40-14.6%3:59 PM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Cooters who wrote (374)4/24/2025 8:50:02 AM
From: Soumaila1 Recommendation

Recommended By
Cooters

  Read Replies (1) of 472
 
Thanks Coot

I would add:

Reader order volumes beat expectations - customers are not pulling back but installing systems, increase is in fixed readers (move away from hand held)

Fixed readers will be a driver of growth for the next two years (he mentioned fixed readers from start to finish in the supply chain - at the manufacturer to the point of sale)

This article from a few weeks ago explains the advantage for retail, Chris is saying it has strong ROI throughout and will be a key driver of growth. I did not find PervasID as a partner on the Impinj website but this speaks to the value of fixed readers at one point in the chain.

UPS presentation at RFID Live could be interesting also.

Chris showed some serious spunk when the analyst (missed which) said that NXP was claiming to have gained market share. Chris stated for a second time and emphatically that Impinj captured 85% of IC volume growth.
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