A few articles have been popping up in investment journals speculating to which companies are likely to reap the benefits with the creation of an Internet of Things.
Motley Fool is the most recent to try and put some names and tickers to the category with an article by Alex Plane titled Who Will Control the Internet of Things?
"The next leap forward, toward an Internet of things, is rapidly approaching. The key to its success is likely to lie in its openness, and failure might well lie in the aftermath of patent warfare."
They go onto detail with the following companies:
The patent player: Apple (AAPL)
The patent player: InterDigital (IDCC)
The patent(-less?) players: Google (and Motorola) (GOOG & MOT)
The open-source player: IBM (IBM)
Full article here
Nasdaq also did an article in November on the subject titled The Internet of Things: The Opportunity of a Lifetime?
"The growth in connectivity and data storage – along with the $2.1 trillion in anticipated revenues – could mean a big opportunity for wireless communication stocks prepared to meet the growing demand for devices and infrastructure.
So we were wondering, which wireless communications stocks are expected to see significant earnings growth over the next year?
To find out, we compiled a list of wireless communication stocks with market caps over $50 million and searched among them for 5-year EPS estimates over 15%.
Do you think these stocks should be trading higher? Use this list as a starting-off point for your own analysis"
They then list the following and analyze their market caps and operations.
1. China Unicom (Hong Kong) Limited (CHU)
2. Meru Networks, Inc. (MERU)
3. MetroPCS Communications, Inc. (PCS)
4. Alvarion Ltd. (ALVR)
5. UTStarcom, Inc. (UTSI)
6. Neutral Tandem, Inc. (TNDM)
7. NII Holdings Inc. (NIHD)
8. NTELOS Holdings Corp. (NTLS)
9. Knology, Inc. (KNOL)
10. Telephone & Data Systems Inc. (TDS):
Read the full list and company details here.
Additional Articles:
Seeking Alpha: The Google Rush Toward Internet of Things from Dana Blankenhorn
