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To: Doug who wrote (15087)	11/25/1999 9:07:00 AM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 18016

Doug, direct this question to fumble: Currently we are transmitting Point to Point, on IP, on ATM, on Sonet. With the availability of channels , OWAD capability and optical cross connects, it will likely be IP to Fibre directly and channel selection depending on the QoS demanded by the client. How will this scenario affect the demand for the next generation ATM switches.? I am not an expert in this field, however you seem to oversimplified the subject thinking IP to Fiber is a solution for everything. It will take years to archive Qos in pure IP world, if any, and in meantime big telcos are desperate for QoS broadband. ATM can do IP over ATM infrastructure, can manage and scale in proven way. If you add more complexity to IP to have Qos you end up with the same complexity as ATM, but ATM works were IP with QoS will need to prove itself. Have you the seen?: SBC/Pronto is based on ATM architecture. BT is basing his ADSL and IP services over ATM. Sprint just yesterday stated that is moving toward voice over ATM. These are big decisions which are realized as we speak. We are talking about billions of $, which is not going to be reverse b/c some Jon will promise IP with QoS. Big routers which can carry ATM cells and ATM switches with IP are coming together to common platform. Just my opinion. Zbyslaw

To: Doug who wrote (15087)	11/25/1999 10:30:00 AM
From: fumble	Read Replies (1) \| Respond to of 18016

channel selection depending on the QoS demanded by the client. How will this scenario affect the demand for the next generation ATM switches.? Many bandwidth suppliers are still split into Data (IP) and time sensitive (TDM, ATM, etc.) networks. These folks realize that putting together these two customer requirements will save money internally. The interesting wrinkle is the effect of offering QoS to the consumer. It should spark the development of applications which will consume gobs of bandwidth (video conference calls to grandma, etc.) Unfortunately, without QoS, these applications face rejection by the consumers, so it is a chicken and egg situation. Without QoS, no good applications. Without applications, bandwidth suppliers say "No-one is requesting QoS".. There is also the issue of cannibalization of existing revenue sources. Looking at this issue, I think it will be the new entry carriers that will put pricing pressure on the existing global carriers (according to my phone bill, this is already happening).