BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: Doug who wrote (3129)	12/14/1997 7:50:00 PM
From: Hop Sing	Read Replies (3) of 6980

Hi Hop: In reviewing this thread, I came to the conclusion that you are a Techie. I need to understand the technology to better understand my investment and so I would appreciate your response to my layman's questionnaire. a: Does Bay have an open architecture in its product line or do their products usually serve a system upgrade mkt. IMO they have an open architecture. Although they have proprietary systems such as the Centillion ATM switch they are LANE and UNI complient to connect to other complient syetems. I do not fully understand the statement about "system upgrade market". Sorry. b: What is the difference between an Adaptive Router and an IP switch. A marketing strategy. Also, as I understand it Bay's switches are void of proprietarey components such as tag switching which alter standard IP frames. This would not limit a customer to one vendors components. c: Are not Routers/Hubs giving way to IP switches at the Enterprise,ISP and Telco's. Routers Enterprise - Don't know. ISP's - Maybe. Telco's - NO Hubs Enterprise - Switches yes(maybe not IP switches) ISP's - Switches yes (do not know about IP switches at ISP's) Telco's - Switches are replacing traditional shared media hubs. d: CSCO's R&D is reputed to be working on a 60GBPS router, will Bay have anything to match that. As a non-Bay employee I could only speculate but my guess is that since Bay has been doing symmetrial multiprocessing for many years that a fast backplane to accomodate more processors does not seem to be rocket science. Some say Mr. Severino is locked up somewhere with a souldering iron as we speak. e: What percentage of total techie man hours are spent with ISP's,Enterprises and Telco's . I will again speculate -- Since most of the growth that I see is at ISP's and large entities that have lagged the Telco's in the buildout of infrastructure I guess probably a large majority to ISP's and Enterprise. These are my opinions and represent none but me - "the guttersnipe" as procaimed by Mr. Sherwood. Ouch, that really hurt.

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