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.
yes, some say sooner.... but who knows, it may never happen....
In the MEANTIME the public circuit switched telecommunication world will comply with established CCITT/ITU-T based ATM standards.
And many other standards as well.
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.
??? If you're using ATM why in the world would you want to use a circuit switched backbone? You wouldn't. ATM solutions will terminate on a parallel ATM network. Furthermore I don't believe ADSL precludes any layer 2 or layer 3 technology.
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.
We agree, YURI will do well over the next 3-6 months. How many RBOC contracts they get however remains to be seen. I think the big guys, ASND, NN, NT, and CSCO has begun to focus heavily on this space. In fact, I KNOW they have. ;)
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.
Agreed, I guess I get a little disgusted sometimes with the blind worship I see. YURI will do well, short term, and get bought. But, we shouldn't be putting this company on a pedestal. There are other products from other companies, and other technologies. It's a competitive world and SH#( happens. ;)
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.
Thanks... I appreciate the comments. Being the only "contrarian" on the thread does have it's drawbacks...
Gary
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