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Technology Stocks : Newbridge Networks
NN 13.69-2.5%3:59 PM EST
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To: zbyslaw owczarczyk who wrote (15109)11/25/1999 1:29:00 PM
From: Win-Lose-Draw   of 18016
 
If you combine MPLS,IP and fiber overall complexity will easily challangfe ATM.

But - and this is a big but - if the promise of DWDM is realized and provides a truly ridiculous amount of bandwidth, you could potentialy get rid of MPLS. For voice and other traffic that requires a certain QoS you simply allocate a few fibre channels and greatly underutilize the capacity. Assuming you can control this underutilization from one end of the network to the other, it could work.

*If* that can work it then comes down what's more cost-effective: big complicated gigabit switches and less fibre or relatively simpler terabit routers and more fibre.

Yes, this is all oversimplified, but I think you get the picture. Personally, I'm not sure which way it will go, and even if the economics today favor one over the other, there's no guarantee the economics won't change in a year or two.

Just my random thoughts on a slow trading day...
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