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To: Tech Master who wrote (10943)	1/28/1998 5:39:00 PM
From: Robert F. Newton	Read Replies (2) \| Respond to of 17305

Any good recommendations for shorts?

To: Tech Master who wrote (10943)	1/28/1998 6:03:00 PM
From: Patrick Slevin	Respond to of 17305

No flames here, dude. People are responsible enough to do their own research. Thanks for the info.

To: Tech Master who wrote (10943)	1/28/1998 6:34:00 PM
From: Andrew Vance	Read Replies (2) \| Respond to of 17305

AV -- Tech Master - I would like to comment on one of the stocks on your list. IRSN- A cutting edge DoD sensor/MEMS company well on its way to turning itself around. I'm expecting the company to show a profit for the last quarter and IRSN has 40 patents on some of the best next generation technologies for DoD systems. They are also part of a Optical Computing Consortium developing next generation computing architectures. All developments from this consortium will be marketed through IRSN. Also leading the way with stackable chip technologies. This stock was 7-10 dollars a few years ago.... currently 1 3/8. A real turn-around play for those that can fathom the types of technology being developed at IRSN. While I share your enthusiasm with this company, I beleive it is slightly premature to be investing here. I was doing a great deal of MEMS research and even attended some classes on MEMS at MCNC which was heavily attended by military types (DoD, Navy, etal). I hada chance to shoot the breeze with some of these people and saw a great deal of the MEMS directed into the area of fuses and trigger mechanisms. These DoD programs are moving rather slowly with a great deal of MEMS work (manuracturing of prototypes) by MCNC in what is called MUMPS runs and ...(I can't remember the other acronym at the moment). The availability of this technology for the world comes at the end of March of this year when MCNC is allowed to open their design libraries and doors to non US entities. Right now MCNC has limited MUMPS runs and is trying to gear up to increase the number of prototypes they can build. Case Western Reserve also has the ability to provide prototypes. Getting to a vital point, there are not too many places around capable of doing MEMS in production. This capability is just now getting off the ground. Suppliers like ADI, Std Micro Sys Corp, and a small handful of others are trying to turn profits in this technology, most in the airbag sensor arena. Admittedly, MOT is getting into this business and expects to grow it to over $1 billion in the chemical sensor arena. However, production capacity is still lacking. Unless something dramatic happens over the course of weeks, which I doubt, this company is more of a longer term investment in future technology. Do not misinterpret my comments. I think you have a fine company here with good prospects but I do not see it in the short term. Furthermore, the DoD is very flakey and may decide its really wants to go the way of integrated MEMS technology like that provided by ADI. ADI is the only real commercial enterprise capable of integrating MEMS devices on silicon with integrated circuit functions as opposed to a MEMS device and an IC placed into a dual cavity package. As is anything that is discussed, you have the benefit of my opinion. I wish you the best of luck in this investment and hope I am incorrect in my assessment. If I am, I missed an opportunity that I planned to investigate more intensely 2-3 quarters down the road. AV

To: Tech Master who wrote (10943)	1/29/1998 4:18:00 PM
From: Dr. Seuss	Read Replies (2) \| Respond to of 17305

I haven't posted to this thread lately, but the last time I was here I recommended: ALYD- up a few points LOR - up a few points LOR halted.