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To: Clouseau who wrote (223)10/29/2003 11:21:19 PM
From: Montana Wildhack  Read Replies (1) | Respond to of 342
 
Hi Dave,

I'm a happy camper too. There is also a WalMart meeting
on Nov 4-5 with the top 100 suppliers that they have
mandated RFID to. They came out at executive levels just
a few weeks ago to reaffirm their position that master
cartons and pallets need to be RFID'd in 2005; but, this
meeting has the objective of providing sufficient detail
for the top 100 suppliers to proceed.

I agree though that the M&S article and the extent of that
initiative may very well be the impact. Note that
Intellident who is the RFID integrator for this has just
taken on a partner with deeper pockets to expand into
what it's calling an large expansion into production RFID.

Seperately I suppose everyone here is aware that they
are seeking and appear to qualify for a TSE listing and
anticipate analyst coverage. They are completing a large
placement for $13.2 million which was oversubcribed from
the original projection by 2.6 times.

I have a target of $8 by the end of 2004; but, we shall
see.

All the best,

Wolf