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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: axial who wrote (856)9/19/2000 10:27:19 AM
From: justone   of 46821
 
Jim:

I salute your courage for jumping into the religious war on IP vs. ATM. It is actually
worth thinking about from an investment standpoint.

I think you are right: the debate is over who manages networks, and right now operations people love ATM, which is why it sells.

My own observation is that IP is beginning to absorb ATM protocols in response to the market's choice. Well, the word absorb is not quite correct; I've described the addition of MPLS as 'duct taping' the ATM protocol UNDER IP to make it work, but never mind. There is
also some chance that ATM management layers will be taped onto/into IP.

We should have a new name for this protocol, sort of IP over ATM. How about
IPOATM, the "epitome" of data protocols?

It seems we will have a network that is really IP/ATM, but may be called IP.
VPNs in particular will want this. And we will have pure IP networks in the LAN,
and pure ATM in the core.

So the choice of the future may be do you want a varying length packet IPOATM or
a fixed length cell IPOATM. And you should invest in companies that do both, IP
and ATM to prepare for the future, I guess.

justone opinion.
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