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Technology Stocks : BAY Ntwks (under House)
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To: Doug who wrote (6675)6/19/1998 9:33:00 AM
From: Ishmael  Read Replies (2) of 6980
 
Hmmm.....

Doug>>a: What percentage of the total dollars are likely to be spent by the Enterprise, the ISP and the Telcos this year 98 and in 99?

Ish>> I don't know, but I'd say from least to most, Telco, ISP, Enterprise (distant 3rd)

Doug>> b: Is remote access better served by Gigabit Ethernet or MPOA ATM. and which of the 2 offers better growth to an Investor.

Ish>> xDSL for the user end or maybe cable modem, but GBE is more of a LAN technology than it is an ISP one. For ISPs, big honkin remote access servers will probably have ATM or Packet over SONET as the uplink into the network. (Telco=ATM ISP=Packet over SONET)

Doug>>c: Are Countries in Asia likely to jump the wire stage and move to Wireless directly.

Ish>>For local loop I assume? They have and will. It happened in Europe to a large extent and LMDS is a quick and easy way to initate service without stringing copper.

Doug>>d: Will FPGA based switches eventually replace all Routers.

Ish>>At first just LAN mid tier routers I would imagine. Core routers like the Cisco 12000 and such need many more bells and whistles and have many more protocols and bigger routing tables.

Doug>>e: Do we need further consolidation at the 2nd tier level.

Ish>> Only if I'm a shareholder at the time.

This is just what I think based on what I see in my few moments of sobriety. I'm wrong a lot, hence my investment in Bay. Perhaps we should ask someone on the CSCO thread! Anyway, enjoy!

Ishmael
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