SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : YURI ( YURI SYSTEM )

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: SteveG who wrote (585)2/20/1998 5:33:00 PM
From: The Phoenix  Read Replies (2) of 1181
 
Steve G,

First let me say that my background is ATM and specifically ATM CPE. I've been living this technology for years and I am and continue to be a big believer. However as much as it pains me to say this, "multimedia" on IP networks is real and will have an impact on the uptake of ATM to the premise and ATM may (big MAY) be relegated to the core.

Any doubt that bandwidth is and will continue extending to the edge (enterprise *and* CPE)?

No, there is no doubt that premise applications will drive the need for more bandwidth at the core. It appears that your arguing the opposite..that bandwidth at the core will be developed....for no apparent reason. Carriers/ISP's need to build out bandwidth to handle the increasing requirements that applications such as video, internet access, and other interactive applications are placing on the infrastructure. It does remian to be seen as to whether ATM is the access technology of choice. We both agree that there are inherent benefits to using ATM but this differentiation is being infringed upon by other technologies specifically IP which also delievers QoS properities. AND remember IP is the access technology being used for ISP access today. Therefore there is a significant push and a significant desire by both users and ISP's to get more use out of this access vis a vis using it for voice and video as well. IF...and as I said before, it's a big IF, the organizations that espouse this direction succeed then the market for ATM at the premise will be very small. I should point out that companies such as MSFT, SUN, HP, CSCO, and other large organizations see an IP world...at least on the network edge. US West, Qwest, Williams, and other carriers also seem to be agreeing by deploying large IP nets.

KAny doubt that QoS is essential for the range of services, including multimedia?

Nope, but apparently vendors are saying that ATM isn't the only technology that can do this. Perhaps it may be at this very moment, but RSVP, and WFQ in IP are claiming to do the same.

Any doubt that the pantheon of tier one reps / system integraters for YURI OEM see the writing on the wall?.

No argument, but BAY also has a large investment in IP. LU will buy an IP company shortly, and Ericsson...well, that's a voice company without a play in either camp.

As has been mentioned, ILECs/CLECs *also* see the need that YURI fills.

Agreed the market has yet to shake out and multiservice on IP may simply be a pipe dream, but don't sell it short. They've got a number of huge players behind it.

Gary
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext