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Technology Stocks : PMC-Sierra (PMCS)
PMCS 11.650.0%Jan 25 4:00 PM EST
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To: david jung who wrote (1767)6/3/1998 1:36:00 PM
From: Billy Joe  Read Replies (1) of 3818
 
They're reading our board. (-; Check #1752 on Sprint.

(Hi from another Ramblin' Wreck...)

No comment about ATM to the residence.

In more practical terms, again, the Sprint announcement is a major endorsement of ATM as the "best" *backbone* technology. Think of whatever access technology is used being aggregated onto an ATM pipe.

If one more big US service provider (e.g., SBC or Bell Atlantic) declares ATM to be their backbone technology for their ENTIRE network, then the sky is the limit for PMCS in two years.

The issue (viability of ATM) has become muddled recently with Gigabit Ethernet and Voice over IP discussions. In those instances, the solution for guaranteeing end-to-end quality of service is to throw bandwidth at the problem and add simplistic methods for aggregating different classes of calls. The IP people (and the people that are really serious about business networking) are realizing that for voice and video services, you won't be able to rely on the Internet anytime soon and that IP networks will have to develop some seriously complicated protocols to really assure QoS. Well, if you're going to make IP services look and feel and smell like ATM (from a functional perspective), why not go to ATM with its' well-established QoS guarantees and well-proven interfaces through OC-12. Old habits die hard.
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