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Technology Stocks : NHC COMMUNICATIONS (TSE:NHC) acquiring THE FIBER COMPANY -- Ignore unavailable to you. Want to Upgrade?


To: cleto who wrote (310)3/18/2000 6:48:00 AM
From: hugh thorne  Respond to of 856
 
You got it - the merged co. would be a dragon slayer.

I find that stockhouse is more lively. As it is free, you have to put up with some jerks, but the board has some good contributors. If you have read over there you know i was pushing that idea, not much acceptance, but i think that NHC has got to get out there and start consolidating as soon as their stock hits the right price.



To: cleto who wrote (310)3/20/2000 5:16:00 PM
From: Lalit Jain  Read Replies (1) | Respond to of 856
 
Latest incarnation of Ethernet to boost speeds
tenfold
By Wylie Wong
Staff Writer, CNET News.com
March 20, 2000, 11:50 a.m. PT

Ethernet, a networking technology that has for 20 years dominated office computer
networks, may soon invade the Internet and help make it faster.

An army of networking firms are working with an industry group to bulk up Ethernet, the most
popular networking technology used to link PCs and server computers on department
networks, allowing them to share information.

Their goal is to improve on the technology and make it fast
enough to help unclog the congestion not only on corporate
networks, but on the Internet as well.

With corporations' appetite for network capacity seemingly
insatiable, firms like Cisco Systems and Nortel Networks
believe an even faster version of Ethernet is necessary to
provide the "bandwidth," or network space, needed in today's
business environment. Companies are looking to increase
network capacity to exchange larger files, conduct meetings or
training classes online, or make phone calls over the Net.

"It's all about bandwidth: better, faster and cheaper," Forrester
Research analyst Charles Rutstein said. "At the rate traffic is
growing on the Internet and private networks, it just makes
sense."

Today, most businesses use Ethernet-based connections that
run at either 10 or 100 megabits-per-second (mbps). That is
the rate that bits of information travel across a network. A version of Ethernet that reaches
gigabit-per-second speeds is just now catching on, but networking firms are already working
on what they claim will be a two-year effort to make the technology 10 times faster.

But the question remains: Is this capacity necessary?

Networking firms and analysts say it is, even though gigabit-speed Ethernet is just now being
adopted by businesses. After years of hype, the market for gigabit Ethernet-based equipment
is starting to take off as sales reached $1.6 billion in 1999, according to International Data
Corp. Revenue grew from $228 million in the first quarter of 1999 to $534 million by the end
of the fourth quarter.

"Think about your commute every day. We make more lanes on freeways, and it gets
recongested," said Bruce Tolley, product manager for Cisco's enterprise line of business.
"We're starting to work on 10 gigabit now for the bandwidth requirements two years from now.
We can't wait for (current) gigabit to become clouded and congested and then say, 'Oh, we
need to get more bandwidth.'"

With 10-gigabit Ethernet, Internet service providers (ISPs) and telecommunications carriers
will be able to use, for the first time, Ethernet-based networking equipment for even the most
demanding tasks, according to analysts and executives.

They say 10-gigabit Ethernet may serve as a cheaper replacement for other high-speed
networking technologies, such as asynchronous transfer mode (ATM). The result, Ethernet
proponents say, would be cheaper and more plentiful bandwidth, as well as the ability to run
Ethernet-based systems everywhere, from corporate networks to longer-distance links.

"It will appeal to any business with escalating bandwidth demands," said Current Analysis
analyst Ron Westfall. "Banking and financial institutions, for example, have a whole host of
real-time transactions, like online orders, that requires a vast amount of bandwidth. More
capacity will allow them to maintain their competitiveness."

An industry standards group, the Institute of Electrical and Electronics Engineers, is expected
to approve a 10-gigabit Ethernet standard by spring 2002, with the first products from
networking firms shipping just before that, according to executives.

Bernard Daines, chief executive of World Wide Packets and one of the founders of the
gigabit-speed Ethernet movement, said he expects the technology will be adopted across
long-distance networks.

"If you look at the various versions of Ethernet--10/100, gigabit and 10 gigabit--there's been
an incumbent out there that Ethernet has beaten out each time," Daines said.

While rival networking firms have formed an alliance to help create the new standard, they
have different business strategies in hopes of capturing a bigger share of the lucrative
network equipment market for service providers.

Nortel, which trails behind Cisco in the routing device market, said 10-gigabit Ethernet could
make routers obsolete. Nan Chen, director of Nortel's technology center, said routers are
currently needed to translate the different networking protocols used to transfer data from a
corporate network (which uses Ethernet) through the Internet (which uses ATM or other
technologies).

If Ethernet is used in Internet equipment, then routers won't be needed, Chen suggested.

Cisco disagrees, saying they will remain technologically agnostic and support Ethernet as
well as other technologies in their Internet-based routing equipment. Companies won't
simply rip out all the technology they have already installed, said Cisco's Tolley.

"Cisco is not religious," he said. "From our perspective, it's an installed base issue."

Either way, 10-gigabit Ethernet represents the industry's latest effort to ease network
congestion in an attempt to improve people's computing and Web experience.

"The easiest and cheapest way to do that," said 3Com technology marketing manager
Edward Hopkins, "is to put more bandwidth to the problem."