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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: Frank A. Coluccio who wrote (1486)	4/27/1998 10:49:00 PM
From: Kenneth E. Phillipps	Read Replies (1) of 12823

Ascend vs Cisco Frank - Who do you think will win the bulk of the carrier business - ASND or CSCO? I have been lurking over on the ASND thread evesdropping on the discussion between Gary and bucky89. It seems as though Cisco is pushing SONET over IP whereas ASND is betting on ATM. I did a little reading in a book published by Que entitled Maximum Bandwidth. The author, Dan Blacharski, seems to favor ATM but he admits it would be more expensive to extend ATM to the desktop because of the need to replace legacy hardware.. So it seems as though ATM will be the preferred protocol for the core layer and IP will dominate the edge layer - at least for the time being. Am I correct? It seems as though ASND will get most of the core switching market and CSCO will continue to dominate the enterprise networks and BAY will continue to be a niche player in gigabit ethernet. Do I have it right? Ken Phillipps

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