<..What happened to you?..>
Out of town and in (unfortunately, not uncommon) overload.
<..I posted the facts you were looking for and hope that you found the URL's useful...>
Thanks - I was aware of a number of these commercial announcements.
<..I know there are many differing perspectives out there and to be honest you can build a case to fit just about any agenda...>
As is always the case.
<..My goal in those posts is to simply provide the view coming from those that believe multiservice does not neccessary mean ATM by default...>
And contrary opinions and URLs ARE appreciated.
<.. Sorry if I sent you away. It was not my intention...>
Trust that you neither did nor could.
A brief response-
There are basically two arguments:
One is that competitive technologies (notably end-end IP) will eventually displace most everything else.
That MAY well be true, but it WON'T be true for MANY (say 7+) years.
In the MEANTIME (as a datacom salesperson, you may or may not know) the public circuit switched telecommunication world (ie., RBOCs and PTTs) will comply with established CCITT/ITU-T based ATM standards.
So if your enterprise or branch office plans on using the public voice switched network, it will probably be looking to a compliant integrated ATM solution. We saw this today even, that ATM will be used with the emerging UDSL standards (as it will be with full ADSL): "...and will concentrate on link and network layer interoperability based on asynchronous transfer mode (ATM) transport...." from biz.yahoo.com
No doubt that WCOM, QWST, WMB and other private CLECs will be adventurous in their coming 5-50 city trials. I don't see this as an imminent threat to YURI.
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The second argument is that competitors will steal/squelsh YURI's business.
Certainly something to be on the lookout for. To the extent your first argument doesn't negate your second, there WILL be ATM edge deployments (as some of your URLs support) to the WAN and LAN edge.
ATM pioneer FORE systems has had trouble getting even 25Mbps ATM to work (without packet drops during cell conversion).
YURI, however, has achieved stringent carrier class ISO-9001 and Sprint CPE technical certification. So I think they will do fine.
As I have told you and also stated here, I am comfortable that we will see some RBOC contracts coming in over the next 3-6 months. If we don't, I might well get concerned.
And as we both agree, YURI likely gets bought out with a year or so.
But I'll be happy with 30+ within the next couple of months.
And fwiw, I DO (always) appreciate hearing the "bear" story. Regardless of how you feel that others may view your points here, know that I welcome them.
Regards-
(And if I'm not active here, know I'm just otherly occupied...)
Steve |
