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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-67.5%Nov 7 11:47 AM EST

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To: John F. Dowd who wrote (22552)10/6/1998 9:32:00 PM
From: gfr fan  Read Replies (2) of 45548
 
<< gfr fan: Isn't VOIP a waste of bandwidth given the efficiency of present atm core. It seems to me that I saw where WCOM COO said that giving up bandwidth to voice is counterproductive to increasing their bottom line. Therefore where is the big market for VOIP?>>

The market for VOIP lies in having voice travel over the internet on top of data traffic. Carriers may not like this, but if they don't do it, someone else will. This has already happened with data - proprietary email nets have evaporated, and VPNs will allow corporate enterprises to build intranets using the internet. This means that there will need to be a big enough internet core to handle this mass of traffic, and service providers will be selling intelligent access for a host of services voice and data on to this core.

There really is no existing ATM core - the carriers and RBOCs lean to ATM as the transport mechanism (based on their circuit switching background) and ISPs lean more towards pure packet networks based on their router backgrounds.

There's room for both. Think of it as SONET is the first layer, on top of that lies packets or cells. On top of that lies the protocol - such as IP. So, you can have IP running over ATM core that is switched at SONET speeds through the net.
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