Radio Frequency Identification technology

This November, Walmart will tell its 100 largest suppliers to start planning the use of passive RF tags (Radio Frequency Identification) on their products to tell precisely where everything is in the supply chain. The US Army and International Paper are doing the same.

Here are some of the companies that can profit from this new technology (11/05/03 close prices):

Alanco Tech (ALAN) $1.10 (got ALAN very early, check my September 24th post below) Unova (UNA) $23.11 Nanopierce Tech (NPCT.OB) $0.32 ScanSource (SCSC) $43.95 Id Systems (IDSY) $9.25 Printronix (PTNX) $14.80 Manhattan Assoc (MANH) $28.64 CheckPoint (CKP) $19.20 Digital Angel (DOC) $2.50 Environmental Techs (EMTI.PK) $0.21 Advanced Id (AIDO.OB) $0.59 Axcess (AXSI.OB) $2.42 Hei (HEII) $3.78

Texas Instruments (TXN) $29.84 Zebra Technologies (ZBRA) $59.14 Avery Dennison (AVY) $52.14 Dow Chemical (DOW) $37.61 Gillette (G) $34.15 Procter & Gamble (PG) $97.35 Kon Philips (PHG) $27.21 Symbol Tech (SBL) $12.54 Samsys Tech (SMY.V / SMSSF.PK) $2.66 STMicroElectron (STM) $26.94 Sun Microsystems (SUNW) $4.27 Tyco International (TYC) $22.50 WJ Communications (WJCI) $6.119 WalMart, of course (WMT) $58.66.

I am also considering this high risk especulative play on the chip implant company (Verichip to be approved by FDA): Applied Digital Solutions (ADSX) $0.39

ALAN $1.10 on 11/05/2003 UNA $23.11 on 11/05/2003 NPCT.OB $0.32 on 11/05/2003

TXN $29.84 on 11/05/2003 ZBRA $59.14 on 11/05/2003 ADSX $0.39 on 11/05/2003