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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.87-0.1%Jan 9 9:30 AM EST
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To: Tulvio Durand who wrote (18557)10/29/1998 2:10:00 PM
From: The Phoenix  Read Replies (2) of 77400
 
Tulvio,

Two things:

If the NN solution is for
real, it would seem they beat out CSCO and others in this race,

As I mentioned in an earlier post. This is not news. CSCO and others have this technology. The key will be getting this technology deployed ubiqutously, and getting all carriers to implement it. Remember, each carrier has their own ideas about how they run their network which may not be ubiqutous to others. This is the real challenge. Again, the technology to discern traffic types already exists. If NN is just getting this done now they are more than a year behind.

As for the future of switched networks, Gary indicates they would be the destination
for voice packets after they are peeled off from the IP network.

If you go back and review that post you'll notice that I mentioned this as a mid-stream solution. This is what we'll have to do to deliver toll-quality/low-latency real time traffic (voice/video) to your computer. When the networks are able to deliver low latency and end to end QoS (see paragraph above) then real time traffic will be migrated in even a more major way to IP backbones. This will be the end of circuit switching. I should point out that some carriers aren't waiting and are building IP backbones for the trasmission of real-time traffic today. QWST and Williams are two that come to mind immediately. ISP's may choose the peel the voice off and deliver it to these "IXC's" - thus delivering a true end to end IP network. To be honest, the WWW is a data storehouse and given the traffic passing through that "library" it's not likley that the WWW will ever support real time traffic. However, ISP's can firewall real time traffic away from the WWW by building their own IP backbones and identifying Voice and Video at the POP and sending it down a discrete route.

OG

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