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

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To: Larry Holmes who wrote (498)	11/10/1996 9:52:00 PM
From: Tom Eames	of 12823

Larry Its quite true there will always exist niches and optimized islands but as far as a worldwide multiplexing standard that will traverse the whole world - ATM is where its going! Once the worldwide WAN is based on ATM, the cost of silicon goes to insignificant (.1u and below) and fiber bandwidth is prevalent, a lot of pressure will be put on these islands to conform as the conversions to and from them will become the issue. Don't forget ATM is a multplexing method (aka label multiplexing as opposed to say time or space division) and not a replacement for the things like IP, DSx or MPEG. Its just the way you haul and mix it. The only real issue is finding a way for the fundamentally connection oriented ( fixed point to point) ATM method to work well with connectionless based networks like IP. Once this thorny issue is worked out, there will be very little impediment to ATM dominating the multiplexing part of the problem. I keep emphasizing multiplexing because its important to realize ATM is a lower level part of the protocol and does not displace the higher levels. This is sometimes misunderstood! Tom

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