Frank Coluccio Technology Forum - ASAP Message Board

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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: Frank A. Coluccio who wrote (1639)	5/20/2000 10:16:00 AM
From: Kenneth E. Phillipps	Read Replies (2) of 1782

Frank, do you think there is a trend towards switching and routing functions moving downwards to the semi-conductor and embedded software level? The author of this article seems to think so. He points out that Layer 2 switches have already become a commodity and seems to think this trend will continue from the LAN into the MAN and WAN. If he is correct, I have to speculate which companies are beneficiaries of such a trend and the names of Intel and IBM come to mind. ragingbull.com

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