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Technology Stocks : C-Cube
CUBE 37.68+1.7%Jan 9 9:30 AM EST
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To: Greg Miller who wrote (47132)10/30/1999 8:00:00 PM
From: Black-Scholes  Read Replies (1) of 50808
 
Greg, it is my understanding that HLIT's technology (WDM) will REPLACE routers and hubs in the network. "Packeting" will only be necessary in the "periphery" of the network (like Divicom's compression techniques). WDM is a real threat to CSCO's existing business model - at least that is my understanding.
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