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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: Doug who wrote (3675)5/12/1999 12:27:00 PM
From: Frank A. Coluccio  Read Replies (2) of 12823
 
Hi Doug, I'm late for something else right now, but couldn't help comment on the cell tax issue, briefly. I'll return to the SONET and QoS issue later.

Cell tax is real, and it hogs spectrum/throughput carrying capabilities, no doubt. But headroom, itself, on TCP/IP routes necessary for the free flows we expect, could be equally and sometimes more expensive depending on the traffic mix intended for carriage.

I tend to prefer IP for most enterprise applications, and as its dominance continues to grow (read: as more an more apps are being converted to IP) the argument for ATM in many instances goes away. But a carrier domain is a much different animal than an enterprise domain, since they are replete with those lost cats and dogs of the telecomm world that would never be found on a shared corporate IP backbone. To the point where ATM is viewed as a must in those carrier spaces. The sign here says, Don't Change That Carrier Setting Until Affirmative Notice to Proceed.

It could be a longer wait than many envisage, if ever in fact, before ATM is replaced by IP in many carrier core networks. We'll likely see a melding of the two first, instead.

Later, Frank Coluccio
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