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Technology Stocks : PMC-Sierra (PMCS)

PMCS 11.65

0.0%

Jan 25 4:00 PM EST

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To: Billy Joe who wrote (1774)	6/3/1998 6:24:00 PM
From: Bulldozer	Read Replies (1) of 3818

Billy Joe - re: post on VOIP, SONET< ATM etc. etc. etc. (lets see how many acronyms we can fit in a sentence!) Certainly the debate is between scaling ethernet to gig speeds or deploying ATM cell technology to scale the WAN and backbone. Increasingly though, hybrid products are coming to market that can handle both IP packets and IP encapsulated in ATM cell envelopes. However, while GE is a natural progression from FE, ATM is still an undisputed proven technology that carriers can feel very safe with. Players like Quest are building SONET rings with WDM into their entire network, BUT ALSO BUILDING IN ATM AND FRAME SWITCHES AS REVENUE GENERATORS THROUGHOUT THE NETWORK. So IP over/into ATM/FR is a service that is very important to these service providers - they must be able to provide whatever technology the customer wants. In addition, while some CLECs are talking IP over switched ether for voice, I know of one major CLEC that purchased 150 Ascend ATM and Frame Relay switches (no doubt with many PMCS chips!) to run all of its service offerings over a common ATM switching layer (even toll voice calls) using QoS - the ability to provide CBR and VBR on demand and bill for it accordingly is a big deal. The Internet is certainly not an all ATM backbone but almost 70% of all traffic on the Internet passes through an ATM switch at some point in its journey. In a recent conversation with PMCS's top management, I asked the question - "How do you feel about all these competing technologies to ATM?" Their response - " It does not matter. Although we are very well positioned in ATM, we are basically technology agnostic. We don't care who wins because we supply chips for them all." You can't get much better than that. Bulldozer

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