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Technology Stocks : PMC-Sierra (PMCS)

PMCS 11.65

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Jan 25 4:00 PM EST

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To: Trader Dave who wrote (1769)	6/3/1998 3:20:00 PM
From: Billy Joe	Read Replies (2) of 3818

TD, agreed to an extent. I was thinking Voice over IP over Ether (or GE). The access/desktop data battle has been pretty much ceded to less expensive embedded technologies (Ether/GE...), but when it gets to putting in the backbone, isn't the discussion whether to scale ether pipes to gigabit speeds or to go to ATM/FR? Players like Qwest are talking IP over Ether/GE or SONET w/WDM, not IP over FR/ATM, right? A bunch of CLECs are talking about an IP over a switched ether network for voice. Also, Internet backbone is not all ATM (?), right? Business/Service Provider nets may be IP, etc. over FR/ATM. But what about the Internet? It's IP over ether. All this loose understanding notwithstanding, I still think that in time ATM will rule in serious carrier backbone networks (which will have a major impact down into Fortune 500 corp backbones).

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