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Technology Stocks : Ciena (CIEN)
CIEN 218.44-9.9%Dec 12 4:00 PM EST

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To: James Fulop who wrote (9303)6/28/2000 10:40:00 AM
From: jghutchison  Read Replies (2) of 12623
 
James, Thanks for Alen Benn's post on optical switching. It is one of the best analysis I have ever seen. Very provocative thoughts there. Especially edge access.

I agree completely with his thesis that the future of optical switching is inextricably linked to reading the address on the packet. This is the function of a router, and cannot be done by dumb switch.

For more on the router market, here is an except from George Gilder. Bottom line - the router market is exploding, not imploding.

Message 13954400

Jack Hutchison
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