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Technology Stocks : Juniper Networks - JNPR -- Ignore unavailable to you. Want to Upgrade?


To: The Phoenix who wrote (317)7/16/1999 7:12:00 PM
From: Wizard  Respond to of 3350
 
>>Anyway, I'm not sure this is a discussion you want to have with me.... I'm pretty opinionated in this area. :0 Sorry...

I am hear to learn, bro. I take what I hear elsewhere and run it here to see if I can catch some extra perspective. Don't cut me off now after teasing me a little.

Lets back up for 1 second. You are saying there is no bottleneck in current routing??

My interpretation, and I am no techie, is that optics have revolutionized telecom bandwidth and enabled huge companies (like Global Crossing) to be built but that these companies cannot process light fast enough. It makes sense to me. Although I don't understand how its being done I can understand that light and lasers have enabled exponentially more packets to be transported however, the packets need to be processed after the transport process and since optical technology can't calculate, it seems obvious that a bottleneck would develop.

I lump QoS in there with everything else because I am just talking about whether everything (voice, data, video) can be done or not - in a scalable way given current routing. My impression from what I hear is that all this convergence needs a new architecture - not lumping legacy voice and data technologies into one piece. Do you agree or disagree with this??

Are you long JNPR?



To: The Phoenix who wrote (317)7/19/1999 9:27:00 AM
From: Hagar  Respond to of 3350
 
The goal was to delay ATM and CSCO did a great job of doing just that.

I think this is an example in rewriting history.



To: The Phoenix who wrote (317)7/20/1999 3:31:00 PM
From: Bill  Read Replies (1) | Respond to of 3350
 
Look at today's strength. Amazing.