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Technology Stocks : Intermec Inc. (formerly Unova Corporation) -- Ignore unavailable to you. Want to Upgrade?


To: xr1 who wrote (207)10/9/2006 1:57:49 PM
From: deeno  Read Replies (1) | Respond to of 222
 
I saw nothing so far that gives me pause for the long run. I expect the november report to be more detailed as to the shortfall. Concerns of price cutting, though valid, are not terribly unexpected. More of a drag is the continued sluggish adoption of RFID applications. The more the industry stagnates (or grows slowly) the more likley you will have pricing pressures. If your long term view hasnt changed for the ultimate size of the industry of a RFID explosion, I see nothing that leads you to the conclusion that IN wont take their fair share or more. anything else? comments?