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Technology Stocks : George Gilder - Forbes ASAP

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To: George Gilder who wrote (621)7/28/1998 10:11:00 AM
From: Frank A. Coluccio   of 5853
 
George, you note:

> However, it would be better if it obviated ATM as well.<<

Alas, but we must contend with the farmland we have at hand, sometimes. In due time, perhaps in short order, where the higher capacity flows are concerned.

>>I like the Level 3 target better: IP on lambda. 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.<

Me too. I like it, but there are still many holes to be filled, administratively, before the carriers can deploy these services, even if the hardware platforms to support them existed in a manner that allowed any semblance of controls.

>The Ascend window, however, remains open because of the continuing prevalence of ATM cells out there and the delay of MPLS until next year.<

Amen.

Your presence and contributions would be a welcome addition on the Last Mile Thread, George, as you are being quoted there, anyway. Please feel welcome to join in there after you've had an opportunity to review the last week or so of posts (there aren't not too many of them). Looking forward, and

Best Regards, Frank Coluccio
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