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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Bill who wrote (6712)	9/6/2000 12:34:17 PM
From: telecomguy	Read Replies (1) \| Respond to of 14638

Besides, Protocols are STANDARDS. They are not the underlying TECHNOLOGY. In the end, ATM, IP, TCPIP, Ethernet, etc.etc. are all communication protocols. What is more important is the underlying transport technology which actually carries the BITS. This is where the rocket science meets the engineering meets the Carrier networking requirment. At the Carrier level, there is lot of debate whether IP is necessarily the holy grail or nirvana that the IP pundits are claiming. When it comes right down to it, protocols are not what NT is about. NT is PROTOCOL and STANDARDS agnostic. NT will deliver ATM, IP, GSM, CDMA etc.etc.etc. as the customers request all over their super-fast transport, switching, & access technology. CSCO doesn't build the core of the network (so far). CSCO is at the edge. They have shown no evidence that they can play with the big networking boys. Not saying they never will -- just that I haven't seen it yet and the Carriers are not jumping over to give CSCO major buildout contracts.

To: Bill who wrote (6712)	9/6/2000 12:47:42 PM
From: Dan Breslau	Read Replies (2) \| Respond to of 14638

Dan, doesn't assigning the QoS functions to ATM obviate the need for those functions to be carried in IP? Not at all. You still need a means for the application to signal (through IP protocols and APIs) what kinds of QoS it requires. Once you provide that means through IP, the underlying mechanism becomes less important. One could switch the core technology from ATM to SONET to Ethernet to lambdas without much difference to the application -- as long as the QoS guarantees are met. BTW, I regret that my earlier post made me sound like a Cisco bigot. That wasn't my intent. My focus should have been on the technology -- and that the future for telephony is IP. One ignores this trend at one's own peril.