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Technology Stocks
RFID, NFC and QR code Technologies
An SI Board Since September 2003
Posts SubjectMarks Bans
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Emcee:  Glenn Petersen Type:  Moderated
In a few years RFID technology will be ubiquitous. Wal-Mart has already announced that it is going to require that its top 100 suppliers deliver RFID tagged products by 2005. By the end of 2006, that requirement will be extended to all of their products. It was recently reported that the U.S. Department of Defense plans to ask its top 100 suppliers to put RFID tags on pallets, cases and big-ticket items. The military intends to spell out its plans in detail sometime next summer, but it is believed that tagging could begin in 2005.

Currently, the most common applications for RFID technology include tracking goods in the supply chain and parts as they move through a manufacturing production line. It is being used to track both hard and soft assets. It is also being used in security applications to control access to buildings and networks and in payment systems that let customers pay for items without using cash. It is being used to track cows and pets.

The technology is not without controversy, however, as there are many individuals who are justifiably concerned about privacy issues. I will be posting some articles that address this issue.

This has been a hot niche that will become much hotter if Alien Technology ever files for an IPO. It has already seen two pump-and-dumps (ADSX and NCPT) and at least one reverse merger (AIDO). As the sector heats up, I would expect to see more reverse mergers from smaller companies that have a specific application. Two of the major long-term players are Zebra Technologies (ZBRA) and Symbol Technologies (SBL), though they are not pure plays. I have attached a sample portfolio to the thread. Please feel free to suggest additions.

If you have any technical questions about the technology, I am not the guy to ask. I am not an engineer.

As defined by the RFID Journal, “Radio frequency identification, or RFID, is a generic term for technologies that use radio waves to automatically identify individual items. There are several methods of identifying objects using RFID, but the most common is to store a serial number that identifies a product, and perhaps other information, on a microchip that is attached to an antenna (the chip and the antenna together are called an RFID transponder or an RFID tag). The antenna enables the chip to transmit the identification information to a reader. The reader converts the radio waves returned from the RFID tag into a form that can then be passed on to computers that can make use of it.”

Resources

RFID Journal

rfidjournal.com

EPCglobal

epcglobalinc.org

Auto-ID Labs

autoidlabs.org

The share price for the individual stocks included in the portfolio are as of May 30, 2003, immediately prior to the Wal-Mart announcement that they were requiring their top vendors to become RFID compliant. Companies with share value below $1 were weighted with shares valued at approximately $50; companies with a share value in excess of $1 were weighted with shares valued at approximately $100.
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1690RFID and QR codes will have a role to play in the implementation of blockchains.Glenn Petersen11/23/2018
1689No indication. I went to their website and did a search. Nothing.Glenn Petersen-12/20/2017
1688Any indication Alien is involved, they are basically a Chinese entity now?Cooters-12/20/2017
1687The future of grocery shopping has arrived in China Written by Karen Hao QuartGlenn Petersen-12/20/2017
1686Swarm intelligence (SI) is the collective behavior of decentralized, self-organiGlenn Petersen19/19/2017
1685RFly.....it can also find your lost keys...at home special circuit board...MIT Savant19/6/2017
1684Is it time for a QR code comeback? Author Rebecca Sentence ClickZ July 28, 20Glenn Petersen-8/30/2017
1683Drones relay RFID signals for inventory control System could save retailers bilGlenn Petersen28/26/2017
1682I'm not against it, per say, however having a 'money chip' implantedSavant-8/4/2017
1681The day that I started this board 14 years ago I posted five articles about privGlenn Petersen-8/4/2017
1680Hmm, prolly inevitable....however..saying they're .'encrypted & secuSavant-8/4/2017
1679Dawn of the bionic age: Body hackers let chips get under their skin By Tim JohnGlenn Petersen-8/4/2017
1678What once was unthinkable: Wisconsin Company To Implant Microchips In EmployeesGlenn Petersen-7/23/2017
1677h/t Bill Hammond IMO, a well-balanced Impinj backgrounder with quality links sGlenn Petersen16/23/2017
1676Ripple effects from the Amazon/Whole Foods deal: Impinj: Amazon Just One More RGlenn Petersen-6/17/2017
1675Impinj and Everspin Memory Chips Could Be the Next Big Thing Memory chips are gGlenn Petersen-6/6/2017
1674Slightly OT: The rise of the QR code and how it has forever changed China’s socGlenn Petersen15/30/2017
1673Is The 'RFID Retail Revolution' Finally Here? A Macy's Case Study BGlenn Petersen-5/27/2017
1672Another good quarter for Impinj: RFID maker Impinj tops earnings expectations fGlenn Petersen-5/6/2017
1671How Fast is Retail Adopting RFID? By Dean Frew, CTO and SVP, RFID Solutions, SMGlenn Petersen24/28/2017
1670According to the article, RFID is now officially an "old technology." Glenn Petersen-4/24/2017
1669How 7-Eleven Will Beat Worker Blues \ By Glenn Petersen14/24/2017
1668Impinj the ‘Best Way to Play’ the ‘Tipping Point’ in RFID, says Morgan Stanley Glenn Petersen-3/25/2017
1667 Amazon's new grocery store could be driving up the price of a $600 millioGlenn Petersen-12/8/2016
1666When Information Storage Gets Under Your Skin Tiny implants can replace keys, sGlenn Petersen-9/20/2016
1665 RFID tag maker Impinj prices IPO at $14, shares soar in rare public offering Glenn Petersen17/23/2016
1664In the field of neuro science some day the benefits I hope will be enormous. TheAhda-6/12/2016
1663Implanting chips into humans was a controversial subject when this board was staGlenn Petersen-6/12/2016
1662There is a bit of social engineering aspect to using implants to make mobile debHerbVic-6/12/2016
1661it is a good article as bit coin and currency all have the problem of can it be Ahda-6/12/2016
1660Under My Skin: The New Frontier Of Digital Implants "Biohackers" are Glenn Petersen16/12/2016
1659The balance sheet to me is not excellent been in business about six years and caAhda-6/3/2016
1658Our adjusted EBITDA was $4.9 million and $4.8 million for 2014 and 2015, respectAhda-6/3/2016
1657The still unprofitable Impinj has filed an S-1 registration statement: sec.govGlenn Petersen16/3/2016
1656Exclusive: Internet of Clothing Is Coming Through Huge Label Deal by David MeyeGlenn Petersen-4/19/2016
1655The story that should have gone away but hasn't..... Chip-Card Payment SyThe Ox-3/24/2016
1654 Chip-Card Payment System Delays Frustrate Retailers By RACHEL ABRAMS New YoGlenn Petersen-3/23/2016
1653hey everyone Nice info here but i want more to know something about RFID deJohn Andry-6/4/2015
1652The system uses Near Field Communication technology, which is already embedded iGlenn Petersen-5/28/2015
1651h/t JaleStraw NXP Semi: Up 643% Since IPO, the Story’s Not Over, Says BernsteinGlenn Petersen-5/23/2015
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