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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.03+0.3%11:05 AM EST
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To: Frank A. Coluccio who wrote (22953)2/21/1999 2:02:00 PM
From: Mr.Fun  Read Replies (1) of 77400
 
Thanks Frank, I make a special effort to read your posts, as there is always a wealth of insight. As for DLCs, next generation DLC plans I have seen from several equipment vendors move them away from simple voice aggregation to intelligent multi-service devices. So today's DLC becomes tomorrow's DSLAM/RAC/DLC. This is why Cisco would be interested. Ascend was heavily into this architecture view - one of their plans for the Stratus products would take data calls off the network directly from a DLC, first to a RAC, later incorporating RAC technology directly to the "DLC". It will be interesting to see whether this has any impact on LU's AnyMedia DLC or the next-gen 5ESS (which is currently slated to have a livingston rac integrated).

I think in another 5 years, you will be giving your new hires more than just a horse pill in photonics. Lost in the excitement over the capacity stretching properties of DWDM is the opportunity presented by the protocol independence of the individual channels. Carriers live and die by service differentiation - and in the future if even one customer wants something different, and it can be provided profitably, you can bet that a carrier will find a way to provision it. Even Level 3 has bought ATM gear and circuit switches to meet customer needs. DWDM and optical cross-connects ought to make it easier to provision more targeted service bundles for increasingly distinct customers. In any case, we are in full agreement about the opportunities available to vendors that can make this mess work together and manage services across multiple applications and technologies.
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