This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Five Big Tech Trends to Watch in 2004

Big screen sets could drop to $2,000 by next Christmas, according to market researchers Envisioneering Group. All this is bad news for companies such as Sony (SNE) that still insist on making the guts that go into their own consumer electronics. But it's great news for companies such as Dell Computer (DELL) that have mastered the art of using what I call other people's components to drive down the costs of their own finished goods. Dell already sells a 30-inch liquid crystal display TV for $3,000. I can't wait to see what the company can do once it gets really serious about this business. To ride this next big thing, I'd pick Intel and Dell Computer.

Do You Speak RFID?

Get used to it. This is the tech acronym most likely to get big media play in 2004. It stands for Radio Frequency Identification Tracking, and with Wal-Mart (WMT), the Pentagon, Visa and American Express (AXP) behind it, the technology will generate a lot of excitement in 2004.

The idea is simple: A tiny radio transmitter embedded in a tag printed on a product (much like today's bar code) or in a credit card or a cell phone transmits a radio signal that allows a retailer to charge your credit card without a swipe, to track the location of any product as it makes its way from plant to store to consumer, to keep even more detailed records on who buys what and where and when.

The Pentagon has said that its top 100 suppliers -- that's out of 43,000, mind you -- will have to implement RFID by January 2005. Wal-Mart is rolling out its program at about the same pace. Visa and American Express have pilot programs going to test the technology. Private companies such as Alien Technology of Morgan Hill, Calif., and Matrics, Inc. of Columbia, Md., both working with the Pentagon, are hot among venture capitalists.

4 of 5

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,804.80 +26.65 0.15%
S&P 500 2,070.65 +9.42 0.46%
NASDAQ 4,765.38 +16.9840 0.36%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs