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Technology Stocks : Newbridge Networks

NN 15.87

+2.5%

Dec 5 9:30 AM EST

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To: fumble who wrote (13088)	8/29/1999 9:04:00 PM
From: gbh	Read Replies (1) of 18016

Also, the standardization and growing adoption of the G-lite last mile, increases the probability of a total ATM compatible path (i.e., variable cost QoS choices) between consumers. Of course you forget to mention, G-lite is falling further behind cable modem deployment by the day. And cable modem is inherently IP. But even if G-lite (ADSL) were to somehow become the dominant high speed access choice of consumers, there is no inherent need for QoS. The trunk connection out of the DSLAM goes where??? Right to the big ole IP router :) No xDSL providers I've heard of, are trying float QoS to consumers. I don't disagree with you trying to spread the ATM QoS gospel, but you're about 2 or 3 years too late. ATM will remain a separate network for those absolutely needing QoS contracts. And IP will continue to be the dominant traffic type, if for no other reason, than that's what Cisco wants to sell... gary

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