Fred, all companies need to file some documents with the SEC prior to going public.
You might want to keep tabs on the EDGAR site to find out more info. Or, you could stay tuned to the Ipsilon subject in the Communications forum. Usually, someone posts there. As far as Cisco buying Ipsilon before they go public, I wouldn't put it past them. But Cisco is trying to develop competing (but proprietary -- what else) technology to Ipsilon's.
As far as remote access goes, Ascend should remain the leader, although they are being pressed by USRX. USRX today has the highest density remote access solution, with something like 224 channels compared to Ascend's 96. But Ascend has the greatest penetration in ISP networks, with about 70-80% marketshare.
It used to be that the local ISP was the bottleneck, but now with all the Internet brownouts, ping-pong routing, etc., the Internet backbone access points are now the biggest problem. Netstar's technology will help the routing problem, but Ipsilon is geared more for the future Internet convergence of voice, video, and data. |
