NFC Near Field Communication

By bernigu, November 1, 2011

Dear Stock GumShoe,
I´ve been an irregular for a little more than 2 months now, and I have to say, that not only are your articles very entertaining but also filled with usefull info.
I don´t have a particular stock to discuss right now, I´m inclined to talk about sector in the tech industry. I´d sure like it if you could share your thoughts on NFC, and if you have a thought on one company, or several in this sector. You see, in all the teasers I´ve seen, they don´t reveal clues on any specific publicly traded company.

Hope to hear from you soon.

Best Regards

Bernardo Gutierrez

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3 Comments on " NFC Near Field Communication"

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Travis Johnson, Stock Gumshoe
Hi Bernardo, There are a lot of companies working on this, the one large firm that’s usually mentioned is the European chip giant that has a large position in NFC chips, NXP Semiconductor (NXPI) — they just took a tumble this week on weak earnings and guidance, and NFC chips are not their only business. The problem, in terms of “pure play” investments on NFC, is that the card and payment giants are investing heavily in this (Mastercard, Visa, eBay etc.), as are the mobile chip makers (including Qualcomm, the major competitor in this sector with NXPI and a far… Read more »
I’ve been trying to come up with an answer to that very same question myself for a while. And I’m afraid there is no single company that will turn to be a clear winner in the space. I’d rather say there will be a group of first movers that will lead the NFC revolution (that has already started, if you see the new released Android phones). Here’s a list of most of the companies that are already involved in the technology You will see that, as Travis explained, they are involved in different businesses, from the credit card companies,… Read more »
Ricky Ricardo

Its not a question of will the turnover from credit card to NFC’s happen, It a matter of when. It also looks like the same players are going to make out on this, you know, like Visa and Mastercard will be the ones who hold the chips. Literally! Gracias!