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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Montecristo No.2 who wrote (34634)	10/11/2000 11:06:51 AM
From: Lane Hall-Witt	Respond to of 50167

IRSN -- thoughts, anyone? Pre-market, IRSN came out with a PR that, on the surface at least, looks remarkable. It says it's forming a subsidiary to commercialize an electro-optical SuperRouter that offers 100 times more throughput than routers on the market today. From the past PRs on IRSN's Web site, I discovered that the SuperRouter has been funded to this point by U.S. government (Army) grants, that the demonstration model is a 256 x 256 switch that operates at a minimum of 10GB/second per channel, and that the capacity of the SuperRouter will extend to 4096 x 4096 with at least 40GB/second per channel. By comparison, the Hyperchip Petabit router, which made big news at the recent SuperComm trade show, is a 256 x 256 with 10GB/second per channel (if I understand the description correctly) -- the same specs as the demonstration model IRSN is developing. My questions are: is IRSN for real, and is its technology for real? The market isn't very excited, which seems to answer no. But Bear Stearns just bought a load of IRSN in a recent private placement; Barclay's has been accumulating IRSN in the open market; and Northern Trust was the second largest shareholder, as of 30 June 2000. This money seems to be saying yes. Who's the smart money, in this case? The market cap is just about $130 million, with a shade more than 46.5 million shares outstanding after the placement. Irvine Sensors Forms High-Speed Router Subsidiary; Mel R. Brashears to Head New Entity, iNetWorks(TM) Corporation (11 October 2000) biz.yahoo.com Irvine Sensors Receives $1M R&D Contract For "Super Switch" (29 February 2000) irvine-sensors.com (I apologize for spamming this: I'm just hoping to find someone who knows more about all of this than me, who might be willing to share some insights. Thanks!)