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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: hhieslmair who wrote (4814)	9/8/2000 11:56:21 AM
From: The Phoenix	Respond to of 5853

hhislmair, Some router functions will indeed be commoditized - no doubt... but to suggest that all routing functions can be relegated to silicon demonstrates a lack of understanding of what a router can do. True many routers simply route data and that type of routing done in ASIC's today will migrate to network processors. However application specific techniquies, QoS, profile based/decision based routing will not be relegated to silicon anytime soon. Re: MEMS and other optical switch technology - heck they're just trying to get VC provisioning time down to hours from weeks or months... which is where we are today. To suggest (as I believe Gilder is trying to) that optical switching on the packet level will occur anytime in the next 10 years is laughable. So..... I guess we see things similarly.... although I still believe innovation will keep many routing functions from becomming commodities. OG