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Technology Stocks : BAY Ntwks (under House)

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To: rupert1 who wrote (4178)	2/11/1998 7:06:00 PM
From: rupert1	Read Replies (3) of 6980

Thread: Response to Goldman Sachs survey of buyers. (Borrowed from CISCO thread ~12401) Also see BAY thread #4170 ------- "These buyers also favored asynchronous transfer mode, or ATM, gear for local area network backbones over gigabit Ethernet, contrary to the popular notion that gigabit Ethernet is gaining broadly in this market. However, standards-compliant gigabit Ethernet products are to become widely available in the second half of the year and that could draw more interest to the category." (Quote from the article on the Goldman Sachs survey of buyers.) As much I believe in both of these technologies, I think a statement like this has to render this study impotent. Let's face it, most would agree that ATM in the local area is dead...Most industry luminaries been saying this for months and have since relegated ATM to core networks. After all the QoS that and dynamic capabilities that ATM delivers have no use in the local area where bandwidth is free - that is there is no recurring cost driving IT Managers to get better economies over existing infrastructure. Furthermore IT managers are happy and comfortable with IP. Why would they want to learn what is in their minds a more complex technology when there is no net benefit? Don't tell me voice and video either... Not only are these being developed for IP nets...but even if they weren't the IT manager could deliever these services via a discrete connection. IF more bandwidth is needed they simply incur the one-time fixed cost of another strand of fiber/copper/coax. Given this I gotta believe that Gig. Ethernet is where these managers will go if/when they need more bandwidth in the local area. At the same time this demand for bandwidth in local area will also drive demand for bandwidth in the WAN. These pressures will require service providers to keep = continue to build out their nets. IN order for the carriers to deliver better efficiences over existing bandwidth they will indeed delpoy/leverage ATM in the core. This keeps their costs down and helps them to deliver a unique product reative to competitors that may continue to use inefficent means of transport such as circuit or frame switching. Just my two cents........ Gary ------------------ Victor

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