$4.30

0.03 (0.70%)

12/4/2008 11:57 AM

I.D. Systems, Inc. (IDSY)

CAPS Rating:

The Company develops, markets and sells wireless solutions for managing and securing high-value enterprise assets.

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Ticker Not Ratable

IDSY doesn't currently meet the $100M market cap / $1.50 stock price minimum. (Learn More)

What the Community Thinks

Total Members

37 Outperforms

3 Underperforms

All-Stars

6 Outperforms

1 Underperforms

Wall Street

3 Outperforms

1 Underperforms

Members bullish on IDSY are also bullish on:

Members bearish on IDSY are also bearish on:

Ticker Tags

Rule Breakers Universe (137), Electronic Equipment, Instruments and Components (168), Micro Cap (4924)
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I.D. Systems, Inc. At A Glance

Current Price:	$4.30
Last Trade Time:	12/4/2008 11:57 AM
Open:	$4.16
Previous Close:	$4.27
Daily Range:	$4.16 - $4.39
52-Week Range:	$2.78 - $14.61
Volume:	14,178
Market Cap:	$46.71M
P/E Ratio:	125.91
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Stock Trends

IDSY VS S&P 500 (SPY)

News & Discussion Boards

Other News Headlines for IDSY

ID Systems shares slide after 2Q results
8/1/2008 7:09:00 PM - AP
Movers roundup: Cablevision, eHealth
8/1/2008 5:32:00 PM - AP

More Headlines...

Top Bull Pitch

Recs

2 I.D. Systems, Inc. (IDSY)

Avatar mssmwp (< 20) Submitted: 1/31/07 1:25 PM

I went long here in 2000 and sold off entirely in 2006. The RFID angle for IDSY is all about the technical ruggedness of their product along with govt connections for procurement contracts (in 2005 IDSY opened with the DoD a $1mm contract open, e.g. anyone in DoD with purchasing authority can buy u...More

Replies: 0 | Reply | Permalink

Top Bear Pitch

Recs

3 I.D. Systems, Inc. (IDSY)

Avatar NetscribeTech (79.65) Submitted: 2/13/07 6:30 AM

The potential of radio frequency identification (RFID) technology application is beyond doubt as it has spread from traditional areas of shipping and logistics to retailing, pharma and health care. Its application in the field of monitoring and tracking has been growing over the years, with companie...More

Replies: 0 | Reply | Permalink

The potential of radio frequency identification (RFID) technology application is beyond doubt as it has spread from traditional areas of shipping and logistics to retailing, pharma and health care. Its application in the field of monitoring and tracking has been growing over the years, with companies realizing the efficiency and cost competitiveness that they can achieve by implementing this.

I.D.Systems (IDSY) started of as a wireless monitoring and tracking product developer; later-on branched out into an integrated solutions provider. The technology used in these applications is RFID technology and is used to track, monitor and analyze high-value enterprise assets. The company focuses mainly on two business activity namely Industrial Fleet Management and Security and Rental Fleet Management.

Product revenue used to form a major portion of the total revenue, which of late is changing with substantial contribution from service revenue. For the nine-month period ended September 2006, service revenue increased by 166% to from 30% and product revenue by 37%. Net revenue increased by 60% during the same period. This increase in net revenue can be attributed primarily to the contracts that the company have with the U.S.Postal Service (USPS) and Wal Mart for both its product and service offering. Infact, these contracts have been the main stay of revenue for the last couple of years.

The market is very fragmented and no clear market leader exists as the technology and application keeps on evolving. Established names like Symbol and Intermac, although have a clear market share as they are up-to-date with the technological changes. IDSY is a small firm compared to these competitors. The competition is set of increase with new players like Sun Microsystem entering the fray and the consolidation in the form of acquisitions and mergers are on the roll.

The company bank on a few clients for its revenue and this model will falter, once players offering better solutions come into play. Also on the applications front the company has tied itself to industrial and rental fleet management with no attempt being made to explore newer areas. These factors put the company at a disadvantage and will affect the stock prices in the near future.

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Recs 0 (IDSY) FIworkEquityplay (< 20) Submitted: 1/01/08 4:53 PM : Start Price: $12.60 IDSY Score: -25.68 Love this stock...techs are hot right now...and they have a patent on the RFID technology from my understanding. If you read my other opinions, I think the economy is in some deep poop. This is great for so many indrusties, security, government car rentals...why don't the ports use this technology to stop all the suppossed corruption. I love this small stock's story and made a little bit of money trading over the last few years, but it has big fluctuations as the float is so low...in the long run this stock could be the next big thing...if it's not too late already. Report this Post Replies: 0 \| Reply \| Permalink Oops! There appears to be a problem with your comment. Check to see if there's something you left out. Recs 3 (IDSY) NetscribeTech (79.65) Submitted: 2/13/07 6:30 AM : Start Price: $16.34 IDSY Score: 34.13 The potential of radio frequency identification (RFID) technology application is beyond doubt as it has spread from traditional areas of shipping and logistics to retailing, pharma and health care. Its application in the field of monitoring and tracking has been growing over the years, with companies realizing the efficiency and cost competitiveness that they can achieve by implementing this. I.D.Systems (IDSY) started of as a wireless monitoring and tracking product developer; later-on branched out into an integrated solutions provider. The technology used in these applications is RFID technology and is used to track, monitor and analyze high-value enterprise assets. The company focuses mainly on two business activity namely Industrial Fleet Management and Security and Rental Fleet Management. Product revenue used to form a major portion of the total revenue, which of late is changing with substantial contribution from service revenue. For the nine-month period ended September 2006, service revenue increased by 166% to from 30% and product revenue by 37%. Net revenue increased by 60% during the same period. This increase in net revenue can be attributed primarily to the contracts that the company have with the U.S.Postal Service (USPS) and Wal Mart for both its product and service offering. Infact, these contracts have been the main stay of revenue for the last couple of years. The market is very fragmented and no clear market leader exists as the technology and application keeps on evolving. Established names like Symbol and Intermac, although have a clear market share as they are up-to-date with the technological changes. IDSY is a small firm compared to these competitors. The competition is set of increase with new players like Sun Microsystem entering the fray and the consolidation in the form of acquisitions and mergers are on the roll. The company bank on a few clients for its revenue and this model will falter, once players offering better solutions come into play. Also on the applications front the company has tied itself to industrial and rental fleet management with no attempt being made to explore newer areas. These factors put the company at a disadvantage and will affect the stock prices in the near future. Report this Post Replies: 0 \| Reply \| Permalink Oops! There appears to be a problem with your comment. Check to see if there's something you left out. Recs 0 (IDSY) Natecraft (< 20) Submitted: 2/06/07 3:13 AM : Start Price: $15.42 IDSY Score: -32.06 dip Report this Post Replies: 0 \| Reply \| Permalink Oops! There appears to be a problem with your comment. Check to see if there's something you left out. Recs 0 (IDSY) jus330 (57.26) Submitted: 2/05/07 3:50 PM : Start Price: $15.36 IDSY Score: -32.06 The lack of Debt, small float and good management make this a good choice for a small break out. This was not worth 25 but it is a better stock than 15. I think the new business will start to be reflected in the bootmline shortly. Hopefully there is good news on 2/12 earnings call Report this Post Replies: 0 \| Reply \| Permalink Oops! There appears to be a problem with your comment. Check to see if there's something you left out. Recs 2 (IDSY) mssmwp (< 20) Submitted: 1/31/07 1:25 PM : Start Price: $15.16 IDSY Score: -32.47 I went long here in 2000 and sold off entirely in 2006. The RFID angle for IDSY is all about the technical ruggedness of their product along with govt connections for procurement contracts (in 2005 IDSY opened with the DoD a $1mm contract open, e.g. anyone in DoD with purchasing authority can buy up to $1mil in IDSY products). Unfortunately in my rationale IDSY has mucked with their float -- when they had a small float with huge growth prospects this was like riding the top of the wave anytime an institutional bought in... then they went the refi route and opened up their float netting $50mil or so, and since then imho this stock is now not worth the buy-and-hold but like so many small cap brain-in-a-jar companies it is now tossing in the wind dependent upon wall street for valuation... been there, done that. Look at IN for quality in this RFID space imho, buy IDSY at seasonal lows with no hold expectations... IDSY I have vast amounts of due diligence in, watching her daily for more than 6 years!!! Report this Post Replies: 0 \| Reply \| Permalink Oops! There appears to be a problem with your comment. Check to see if there's something you left out.
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