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Thursday, October 20, 2005



RFID Zebra (ZBRA)


or Where is it?



As I was looking into what could be a future growth market, I remebered RFID. A radio braodcast barcode that helps track items from the factory through shipping to the shelf. Lost/ Misplaceitems account for huge inventory cost. The armed forces and Wal-Mart are both into the technology. Grocery stores are also interested in it because it helps keep inventory at controllable levels and instead of the store ordering more inventory, the vendor knows when stocked items are low. When the vendor knows, the factory knows..an so on.

Enter Zebra... Zebra makes printable RFID ink so that bar codes can send info efficiently from ....printable RFID tags....like Barcodes now in use. Of course many companies that are large mega caps are into it as well like Unova (UNA) and seimens.

Zebra's competitive advantage is that it only make the tags, but works with established database systems (SAP/Oracle/ Microsoft) to ensure a smoother transition. They make a profit, have operated over 20 years from California, and are growing.

From the Zebra.com Web site:
"Radio frequency identification (RFID) printers and encoders help you implement instant, measurable improvements in operating efficiency, accuracy, and supply chain visibility. You can digitally encode error-free data in an RFID tag or smart label, then wirelessly transmit that data to an RFID reader--even in harsh environments."

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