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Technology Stocks : BAY Ntwks (under House)

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To: Hop Sing who wrote (3135)12/15/1997 9:43:00 PM
From: Doug  Read Replies (1) of 6980
 
Hi Hop: Your emphasis on pure switches raised a few more Q's. Would appreciate some input from you or any other Engr regards pattern of
traffic and backplane speeds at each end. Am I correct to assume that the bulk of the traffic is distrubuted as follows in the main:

a: Household & SOHO's: Analog, Cable and ISDN.
b: Enterprise: ISDN,Fast Ethernet and Fast ethernet/ATM backbone.
c: Telcos: Frame,ISDN,ATM incoming and ATM backbone using DWDM or single channel multiplexing.

If this is correct, then there will always be a need for convergence at the Telco/enterprise end. Because of this, IP switches may have better growth. On the other hand if you believe protocols will be static but networks within a local area will continously change in configuration , then Switches may grow faster since they can create VN's to cater for that. I would appreciate your guidance based on your experience. Regards.
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