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Technology Stocks : George Gilder - Forbes ASAP
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To: Scott Carr who wrote (620)7/27/1998 2:49:00 PM
From: George Gilder  Read Replies (9) of 5853
 
This seems like a big step forward for Ascend, obviating the SONET layer, which originated for the transmission of multiple 64Kb voice channels. However, it would be better if it obviated ATM as well. I like the Level 3 target better: IP on lamda. That's the holy grail of the dumb cheap broadband network. The need for the ATM layer is being eliminated by the MPLS (Multiprotocol Label Switching) standard being promoted by Juniper and others, which gives IP the level 2 speed advantages currently offered only through ATM. The Ascend window, however, remains open because of the continuing prevalence of ATM cells out there and the delay of MPLS until next year.
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