George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: George Gilder who wrote (4973)	10/10/2000 10:03:37 AM
From: The Phoenix	of 5853

George, You're drinking the corporate kool-aide. Network processors work well at layer 2 and you're right in the next couple of years they may replace many layer 3 and perhaps some layer 4 functions. Please point me to just 1 processor development that will produce layer 7 wirespeed operation which will be available in the next 2 ... or for that matter 5 years. As for optical cross connects. To supplant switching in the core optical cross connects will be required to switch 1000's of wavelengths. COrning is arguably in the lead here (good announcement yesterday with SCMR) with their 3D MEMS array technology. These switching modules will not even be ready for beta until sometime in 2002 let alone integrated into a switch capable of supporting the neccessary management functions. Theres that minor ugly detail of a control plane and the OIF still can't agree on MPLS as a method. Like I said George... you make too many assumptions based solely on talking with corporate luminaries without adding any sanity to it. When was the last time you heard of a project actually hitting schedules.. <ggg>

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