PMC-Sierra (PMCS) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PMC-Sierra (PMCS)

PMCS 11.65

0.0%

Jan 25 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Billy Joe who wrote (1768)	6/3/1998 1:56:00 PM
From: Trader Dave	Read Replies (2) of 3818

Billy Joe: Voice over IP isn't a competitor to ATM technology, in fact atm is the transport of choice for wan transport of IP. Voice over IP is a higher layer function while ATM is a layer 2/3 infrastructure. Gigabit ethernet also isn't a competitor to ATM in the WAN business, only in the backbone of the local area network. BTW, PMCS is starting to offer solutions in the gig ethernet space, but that business might be lower margin since it's more competitive. The only way the big infrastructure providers can survive and offer all of these cool new integrated services is to offer some form of a packet based network. Video over circuit switches makes no economic sense in the mass market. the main point behind sprint's concept is the integration of all of the services, packet does that in the most economic fashion. BTW, all of the companies doing development of advanced IP packet infrastructure (such as jupiter) are all using PMCS chip sets. Doesn't matter who wins, as long as it's packet transport, PMCS is the one to be involved with. TD

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next