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Technology Stocks : George Gilder - Forbes ASAP
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To: George Gilder who wrote (621)7/30/1998 12:30:00 AM
From: Leeza Rodriguez   of 5853
 
In March, I attended an Alex Brown CTO conference where the longhaul and local loop camps expressed their future visions of the Next Generation Public Network.

I came away with the following thoughts:

longhaul :
IP with a lot of optics (DWDM). Both Qwest and Level 3 agreed that if you throw Gigabits of bandwidth at the longhaul, you don't need the QoS qualities of ATM. Thus, no need for ATM in the longhaul.

edge of the network : In general I heard that ATM will be needed to granulate the various services into the local loop. Furthermore, Covad (an xDSL provider) reiterated the need to use ATM in the local loop because of the hassel factor in dealing with IP subnets.

difference between Qwest and L3: L3 is more focused on the interconnect and the co-location process. Whoever has the most cages wins. :-)

Suprise proclamations: Qwest expressed an anti-ATM attitude. Nayel Shafei made it no secret that he was an END TO END all IP *only* kind of guy.

Funniest statement at the conference: Ronald Vidal, L3-
'we are at -1 in the OSI model, thus we still have the luxury of being agnostic '

Caching: I asked Shafei if caching would potentially adversely affect the amount of capacity that will be needed. Shafei gave me a rebellious look, an Enkidu-like stare.....

Leeza Rodriguez

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