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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (74)	10/22/1999 10:50:00 AM
From: Beltropolis Boy	Respond to of 1782

hey-zeus! you ask some tough ones, ray. re: Salix and Sonus, unfortunately, i've only seen their names in passing. in the packet-based telephony space, i'm a bit more familiar with Convergent Networks (but not much). i only say this because i own a telecom player and one of its subsidiaries, called Ulticom (formerly DGM&S Telecom), currently licenses Convergent their SS7 software. about a month ago, Wirbel (again!) wrote a very nice piece on soft-switches in which he discussed various new packet-circuit protocols (e.g., CPML, XML/Services). while it doesn't cite Salix or Sonus -- but a very intriguing Canadian start-up, Abatis Systems -- you maybe interested: Message 11180555 >I hadn't previously realized the degree of integration that Vitesse and AMCC are achieving in their product lines. Do you see them at some point competing with their customers, LU and NT?< that would suck. <vbg> i saw that point under the "ASIC killers" header and i think it's a very good question for bulldozer. i'm hoping he pipes up over here sometime as i pointed him to my first post (Wirbel's SONET piece) and the ensuing discussion i hoped we'd begin. it's a valid point, IMO, especially as these comm chippies diversify their product mix; companies that were previously viewed as complementary are now viewed as competitive. for example, Vitesse has traditionally concentrated at the PMD/PHY layer, and by moving into higher layer functionality (particularly in LAN or data storage), they could begin to encounter PMC-Sierra, TranSwitch ... or Broadcom (guffaw!). shame on me as an AMCC shareholder, but i'm not that familiar with NT. do they fab a la LU Microelectronics? -chris.

To: Raymond Duray who wrote (74)	12/22/1999 10:08:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 1782

what we have here is a ten-bagger. in two months! hope you don't mind me replying (way) back to post 76, frank. i think we can definitely announce that you've got cyberspheric growth on your hands ... ray, re: Salix -- as you may have noted, TLAB took them out today, which appears to be Birck's push beyond transport and his official foray into switching. ok, you know that i was secretly pining for Corvis (or c'mon, at least Quantum Bridge), but at $3.75 mil per employee, i think we got a steal! <vbg> would love your take or anybody else's for that matter. might DenverTechie be spelunking in here? cheers, -chris.