RFID is an area that should be a real and fundamental trend, and real way that technology is changing business. I continue to feel great that this sector is included.

And: I feel stuck. I still have not spent the time that I would like to examine the sector. I went through the 10 or so stocks that were listed from a post written in 2005, the last one recommended below. I tend to be a value investor, and none of the stocks appeared to have a value that approached its current price. Many were small stocks (pink listed, etc.) and that is not a consideration to me. I do feel badly. I believe very much in this sector.