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Technology Stocks : Ascend Communications-News Only!!! (ASND)

ASND 204.41

-1.0%

Nov 14 9:30 AM EST

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To: Gary Korn who wrote (503)	11/10/1997 10:44:00 AM
From: Sector Investor	Read Replies (1) of 1629

Excerpt from a UBS discussion of CSCO: IP over SONET or IP over ATM The growth of the Internet has created an explosion of IP traffic and one of the big debates going on from a carrier and service provider perspective is whether to carry IP traffic over a SONET backbone or over ATM. We mentioned in the preceding paragraph that carriers for efficiency purposes were putting multiple traffic types on their ATM core networks. However, the growth of IP and the importance of this traffic is causing carriers to consider putting this IP traffic onto its SONET instead of ATM. By avoiding ATM, carriers can avoid a layer of complexity as well avoid unnecessary overhead associated with the ATM headers. Another factor that has enabled the carriers to consider IP over SONET is that IP router vendors such as Cisco are catching up with ATM switch manufactures from an interface speed standpoint. The reason that UUNet deployed ATM switches from FORE earlier this year was because OC-12 interfaces were available. For OC-48 (2.5 Gb/s) Ascend is expected to be the first vendor with OC-48 interfaces on ATM switches in the first quarter, but Cisco will be right behind with OC-48 interfaces on the GSR 12000 by the middle of 1998. Sprint is already using the GSR 12000 for OC-12 over SONET applications and at the conference MCI stated their plans were to put IP over SONET. In our opinion anyone putting IP over SONET bodes very well for Cisco since the GSR 12000 appears to be in strong position for this market. We still expect that IP over ATM will get its fair share of support from the carrier community considering the connection oriented background of the carriers, the fact that many the carriers already have ATM networks in place, and the fact that ATM provides a quality of service that IP over SONET cannot.

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