Intermec, Inc. (NYSE:IN)

trade

solid company with solid business

M&A

Cab and zebra have a better product lineup

It's industry is growing faster than the economy. It introduced a new product suite. It entered the warehouse speech recognition market.

AIDC with RFID patents, aids JIT with less manpower (enough acronyms?)

Waiting for RFID boom; seeking stocks to grow with it; hoping IN is the leader.

When the overly optimistic FOMC says that household spending will be "constrained" by sluggish income growth, ongoing job losses, lower household wealth, and tight credit AND Shanghai stocks hit a seven-week low, then you know this bear market rally is finally over!

P/e is one of the highest I've seen for this mkt cap ..

In retrospect the past although was in the midst of the industrial war, also signifies easier times, yet harder times. A culture with many hyprocricies. To unravel the mental flip sides to this one must have a greater understanding of now as much as then! One who can bridge the gaps with words all can understand and have a true meaning surely outperforms the rest! You'll know that person when you can hear with out a doubt they are it! Hopefully this unspecified time is around the corner! Maybe closer than you think!

I think this is yet another case where the hype has gotten in front of the fundamentals. Yes, RFID is most likely the future. The internet was the future in 1999, and the hype raised stocks to insane, 3-digit-PE levels (which is where this company is now). We've almost reaped the promise of the internet, but by now the NASDAQ is sitting at half of its all-time high and thousands of tech companies have gone bankrupt.

I try to learn from history, so I may endeavor not to repeat it.

A little B2B and RFID all wrapped up in one. As the new school of supply chain management continues to develop, Intermec is well positioned for big profits. As the wireless revolution finally warms over the corporate sector (read your Economist), they'll see how much $ they can save by tagging and tracking all of their inventory. IN will help them. And then they'll spend tons of dough on 'optimizing' their supply chain, and IN will help them again. Unless IBM scoops them up first. That's what I'm betting on.

I think RFID will finally gain traction, and Intermec will profit greatly fromthis.

RFID will catch on.

Wall Street is expecting a turnaround - a strong No. 2 in both the printing and scanning segments of the industry; with a projected 92% jump from their depressing 2006 earnings and a solid 34% increase from ore 'normal" 2005 earnings per share

Price is consolidated now and the wireless market is only getting larger. RFID is gaining use in untapped markets. IN is due for a runup for the next couple of years.

Intermec is the leader in the RFID space imho. The R&D and ability to deliver put SBL out of the competition (and SBL's own failures no doubt). IN would appeal to large institutional investors whenever RFID fires off as a hot topic. That gives plenty of opportunity for the fool investors buying in anywhere in the current low 20's. A perfect IRA/401k pick.

Intermec, formerly Unova, is involved in designing, developing, integrating and selling wired and wireless automated data identification and collection equipment and related support services, broadly classified as Automated Data Systems (ADS). The products and the services by the company are used in industries like manufacturing, logistics, supply chain management and retailing.

With revenues from product segment being the maximum, its other two segments include
Service segment catering to support and service rendered and Intellectual Property (IP) settlement segment dealing with IP related royalties and settlements. Net revenue for the nine-month period October 2006 increased by approximately 3% as a result of $23 million revenue realization from IP settlement. The product segment weekend a bit whereas the service segment picked up by close to 4% during the same period. The company performed moderately across all parameters reflecting the consistency of business model.

The technological advances made in the areas of Radio Frequency Identification (RFID), innovations in storage and ease of use has increased the scope of automotive data identification and collection processes. More and more sectors are using it, with drugs and health care sector leading the way. The future prospects look bright, as automated data identification and collection is set to replace human involvement in all aspects of inventory management in almost all the sectors. Since the company is also financially strong and better positioned in the market, it can leverage these factors positively.

I think this is a good time to buy in to this one.