Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gbh who wrote (14921)	11/22/1999 1:07:00 PM
From: Win-Lose-Draw	Respond to of 18016

We certainly don't see much in the way of start-up activity focused on producing the next, revolutionary, ATM switch. Why is this? Because when you're trying to seduce money out of venture and angel capital funds TERAbit router sounds a lot sexier than GIGAbit switch? Just a thought...

To: gbh who wrote (14921)	11/22/1999 1:32:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

We certainly don't see much in the way of start-up activity focused on producing the next, revolutionary, ATM switch. Why is this? Because anyone with even room-temperature IQ knows you don't enter a market in catch-up mode. You have to leap-frog. Terabit routing/switching and higher is the next game. Pat

To: gbh who wrote (14921)	11/22/1999 1:45:00 PM
From: fumble	Read Replies (2) \| Respond to of 18016

We certainly don't see much in the way of start-up activity focused on producing the next, revolutionary, ATM switch. Why is this? IP is taught in networking courses in all the engineering graduate schools. There are problems with IP, and folks like to 'solve problems' therefore there are theses written, and companies started with the 'next new solution' to the problems with IP. With big folks like Cisco lurking around - using their carrot and stick approach to protecting their IP market - the start-up activity goes where the money is - now. It is time to slide out those IP layers and move in a layer that can do QoS. Then the creative minds can get on with consuming bandwidth with video conferencing, real-time audio, etc., and the networks can supply this bandwidth. ATM is more cast-in-silicon, not so many problems. Dull and boring. Not as much chance for handwaving and speculation on the future (needed for a hot IPO). IMO as always.