Pick your RFID horse!

scottigee said: "I've been keen on this up-and-coming industry for a while now but I can't decide which company I want to go with. The idea is that once the FDA and Military approve these things for use there should be contracts for billions of them. The increase in volume will be staggering so I'm trying to pick a company that looks like it has a scalable business model (outsourced mfging, etc) My front runners are Digital Angel Corp ([URL=http://finance.yahoo.com/q?s=DOC&d=t]DOC[/URL]) which seems like it could be a good deal and Zebra Technologies ([URL=http://finance.yahoo.com/q?s=ZBRA&d=t]ZBRA[/URL]) which seems a bit healthier but with less potential valuation growth. What do you say folks?"

AlfredSokol said: "Zebra is not a bad pick, because they're aggresive in coming up with new applications for RFID. If you think about, the company that create the most applications should do the best. The $500 million of cash on their balance sheets sure looks nice."

HappyHarry said: "DOC looks pretty good. It's trading at under $7 and the report said this: [QUOTE] The company said overall gross profit margins will be in the range of 45 percent to 48 percent in 2005, and expects to generate cash from operations as well. [/QUOTE] These are both interesting picks."

misterjover said: "ADSX and DOC just might be the undervalued future leaders of the RFID revolution... ... but if you haven't heard the rumors, you should also know that AVY (Avery Dennison) is probably the best shoe-in for the job. You heard it here first! :)"

HappyHarry said: "I'm surprised Pitney Bowes hasn't entered this type of market."

misterjover said: "MKTY is going to be a big play coming up in the RFID and Fuel cell games."

misterjover said: "Actually, MKTY has a large interest in Mobion Technologies, and they already have UL certification on some of their product lines. With institutional investors and a strengthening annual income statement, this firm can reach $10 by the year's end. Do some of your own research, and you'll be amazed. [URL=http://cbs.marketwatch.com/tools/quotes/archivedArticle.asp?archive=thirdtrue&dist=ArchiveSplash&siteid=mktw&guid=%7B9ED03665%2DDA6D%2D40B4%2D8C51%2DF486150C7B3B%7D&returnURL=%2Ftools%2Fquotes%2FnewsArticle%2Easp%3Fguid%3D%7B9ED03665%2DDA6D%2D40B4%2D8C51%2DF486150C7B3B%7D%26siteid%3Dmktw%26archive%3Dthirdtrue]article from popular science on marketwatch[/URL] [URL=http://biz.yahoo.com/prnews/041214/nytu080_1.html]some old news from yahoo[/URL] [URL=http://biz.yahoo.com/ap/041209/daimlerchrysler_fuel_cell_1.html]more fuel cell cars made by Chrysler[/URL] [URL=http://biz.yahoo.com/prnews/041105/nyf050_1.html]patented methanol fuel cells and UL certification[/URL]"

scottigee said: "An interesting [url=http://www.nytimes.com/2005/01/29/national/29key.html?pagewanted=1&ei=5089&en=f16189cbfa99a5dd&ex=1264914000&partner=rssyahoo]article[/url] on security gaps in current RFID technology. I could have sworn criminals were already doing this stuff, but it's a good read anyway."

misterjover said: "Nice find! Whenever new security measures are implemented, it's almost inevitable that someone finds some way to maneuver around them."

scottigee said: "Well I still haven't picked my horse yet but I ran into [URL=http://biz.yahoo.com/bw/050330/305536.html?.v=1] this article[/URL] today and realized that 3M was doing it too. I wouldn't be surprised if they're contracting to Zebra or Digital Angel...but it may be a good strategy to go with a big company like this to smooth the risky nature of RFID. In any case it's good for me because I already own 3M!"