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Technology Stocks : ATM vs. Gigabit
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To: Steve Scribe who wrote (13)7/31/1997 4:54:00 PM
From: Geof Hollingsworth   of 63
 
Hi Steve,

Thanks for the FibreChanne/Anchor link-a bit one-sided, but infomative. Let me continue to play devil's advocate.

While FibreChannel in its fully-functional form was supposed to be an all-encompassing solution to high speed transport problems, to date its implementation has been restricted to high-speed I/O applications like intelligent disk drives. One reason is that at its heart, it is a connection-oriented architecture, which is not well-suited for local connections employing the major netowrking protocols like IP. Gigabit ethernet has incorporated the valuable portion of FibreChannel (i.e., the physical layer) but has replaced the complexity of the connection-oriented schemes with the simplicity of ethernet. While the high speed I/O channel market is certainly a respectable opportunity, I don't believe that FibreChannel will ever achieve the kind of volumes that Gigabit Ethernet will, particularly if it ever makes it to the desktop. I expect it to be like the situation in FastEthernet, where the best part of FDDI (the CDDI physical layer) was incorporated into the ethernet standard and the result is obvious (when was the last time someone touted their FDDI interface as a key feature?).

Maybe we should re-name the thread to ATM vs Gigabit Ethernet vs FibreChannell???
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