This article was originally published by RFID Update.
December 9, 2004—Rick Aristotle Munarriz of the popular investor site The Motley Fool took a look at RFID last week, noting that the already hot technology will become even more so in 2005. Munarriz approaches the technology from an investor perspective, examining those companies best positioned to benefit from the RFID revolution. He notes that RFID “pure plays” include either vendors selling unique applications of the technology, such as Florida’s Applied Digital with its assorted human-chipping products, or those that offer printing solutions, such as Zebra Technologies, who is aggressively parlaying its vast bar code and receipt printing experience into leadership of RFID printing and encoding. RFID printing companies are attractive, Munarriz argues, because of the disposable nature of their product. Unlike RFID readers for example, tags and labels need to be replaced on a perpetual basis, which in turn drives an equally perpetual demand for the lamination products that RFID printers like Zebra provide. (This perspective is apparently shared by another Motley Fool analyst, who in early October considered an investment in Printronix, the Irvine, California-based industrial printing solutions provider.) Munarriz notably does not like the prospects for RFID tag producers. Tag production, he says, “is just begging to become another microchip commodity.”
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