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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: Frank A. Coluccio who wrote (3082)11/4/1999 4:19:00 PM
From: Robert Sheldon  Read Replies (1) of 15615
 
*It probably means that they are sending smaller bundles (OC3, OC12 etc) collectively over a larger 192.*

Yes, my discussion with the company led me to believe that increments of DS3 could be accommodated. Let's see if they actually do it – which is another question.

*Or, it may mean that they are mapping IP directly onto SONET at 192, but 192 is still way too fast for routers to catch up to where lookups and policy decisions are concerned.*

They are still mapping onto SONET but stated that SONET is on the way out due to the router issues you raise (packet egress and ingress). Like I said, ATM is dead, and SONET is headed out in a few years time. This is a revolution that has kept my adrenaline flowing for months now.

A lot of capital will be lost over the next few years for companies dependant on ATM and SONET related equipment sales. Makes you wonder why $7BB was forked over for Cerent – maybe they have some new patents that were the real target and the business case to appease analysts was based on the SONET related business. Who knows.
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