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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (8273)	8/29/2000 4:17:55 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12823

Let's look at this from another angle, Mike. Cisco has plenty of reason to want to hold onto SONET for a while. They have a new approach to serving the I/CLEC access space that they are hoping will be a success with their Cerent derived SONETized wares, and some brand spanking new optical boxes that shape their payloads into SONET-defined frames, and then there is their new Dynamic Transport Protocol approach to New World networking. Then they sell a lot of ATM ports in both their Lightstream and high-end router boxes, not to mention the revs that they enjoy by selling expensive T-1/3 cards, OC-3 and OC-12/48 modules. GbE is coming, but it's not going to replace the embedded network elements and subsystems, "that" fast. Secondly, the more SONET that exists out there, the more hierarchical and circuitous networking becomes creating a lot of lumpiness to "route" around, which is the opposite of the kind or flatness engendered by 1Gb and 10Gb Ethernet. Which is to say that Cisco doesn't dislike SONET "that" much. Not while they are still producing core and distribution routers of the type that we're all familiar with. Frank