RFID research

Just released research report from Bear Stearns on supply chain and RFID technology.

Download bearstearns_june_04.pdf

PS- I read the fine print with regard to the distribution issues on this report. Not surprisingly, they say I'm not supposed to distribute or copy this report without permission from Bear Stearns. I take this stuff seriously, after all, it is their legal property, not mine. In the past, my experience with investment banks is that they distribute their research far and wide for free, it's not like the Gartner-type research that you have to pay for. Therefore, I'm going to leave this up on my blog, but if anyone objects I will remove it immediately.