IBM scientists are expected to present a prototype optical receiver chipset today at the 2007 Optical Fiber Conference in Anaheim, California. It is said to be at least 8x faster at 160 gigabits of data/second, than currently available optical components. That's fast enough to download a high definition feature-length film in one second, versus at least 30 minutes using the fastest available technology today. A report by The Wall Street Journal cites a research director who says the research was funded by the Defense Advanced Research Projects Agency and expects IBM will have commercial products available within 18 - 30 months. A researcher cited in coverage by the San Francisco Chronicle estimates IBM's 160-Gbps chip could sell for between $500 - $600, or about the same cost as a 10-Gbps transceiver today.
Sources: Market Wire press release, The Wall Street Journal, San Francisco Chronicle
Commentary: IBM To Announce Major Challenge To Intel-Dominant DRAM Technology • Intel, IBM Take Moore's Law to the Next Level • IBM Keeps the Drum Beating for SOA
Stocks/ETFs to watch: International Business Machines (NYSE:IBM). ETFs: Internet Architecture HOLDRs (IAH), iShares Goldman Sachs Technology (IGM), Vanguard Information Technology (VGT)
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