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Technology Stocks : Newbridge Networks

NN 15.87

+2.5%

Dec 5 9:30 AM EST

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To: thebeach who wrote (14886)	11/22/1999 12:22:00 AM
From: fumble	Read Replies (1) of 18016

Copyright 2000 (!!) a couple of books on related subjects "Designing Quality of Service Solutions for the Enterprise wiley.com "Voice over IP" by Uyless Black phptr.com I skimmed through both of these books at the local Borders and came away with the impression that ATM is still the solution. (Why reinvent the wheel using bubblegum when you already have Magnesium) VoIP is iffy - even the author says so - the current enthusiasm is propped up by the fact that ISP's don't pay access charges - this may change and prick the VoIP bubble. Quality of Service is not a simple scheme. There are many different types of bandwidth needs and corresponding QoS requirements. ATM has (and has had) solutions, whereas all of the IP schemes are halfway and probably will not scale to reasonable network sizes (yes - it says in the book). How does this effect the price of tea in china? Or more to the point - the selling price of NN? IMHO - Cisco is probably concerned that ultimately, IP will go away, or be relegated to the distant edge, or data-only networks where it will not participate in the future boom in video conferencing, distance learning, realtime audio (the conference call for example), etc. Cisco needs ATM and, instead of investing in its own ATM R&D, it will buy NN. The price which Cisco will be forced to pay will depend on who else is sitting in. I wonder if IBM will take a seat at the NN auction?

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