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 : Riverstone Networks (RSTN) -- Ignore unavailable to you. Want to Upgrade?

To: ahhaha who wrote (64)	6/17/2001 10:45:09 AM
From: tim_h	Read Replies (1) \| Respond to of 290

Solomon is simply hyping a stock they underwrote in the hopes of getting more CS business. I was not too impressed by the Avici announcement because they are such a small player and I didn't understand the implications as you do. I think I get it in that their systems could completely replace the old leased phone systems that companies have used for years and still provide the same security?????? How do they go up against CSCO and the others? These guys are tiny and just like Microsoft did for desktop software, the big networkers can sell everyone a crappy system (by comparison) just based on their marketing, installed base, and political power.

To: ahhaha who wrote (64)	6/17/2001 3:50:17 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 290

Hi ahhaha, A few clarifications if you don't mind. This is not my area of engineering and I have not had time to catch up on the details of the sector. >>CSCO should be a major beneficiary of the "macro" forces >>which will also benefit RSTN. Great. CSCO should garner >>far more of the market. So what? >> >>My reason for interest in RSTN is G-MPLS and flexibility >>to interoperate at best speed in the burgeoning GigE VPN >>and ancillary spaces. There's also some other potential >>opportunities. G MPLS is more than what it appears. The >>key is in this excerpt from the Avici partnership: Wasn't CSCO pushing their own version called Tag switching and if so doesn't inter-operability become an issue for competitors like RSTN? If CSCO Tag Switching dominates it is tough for competitors to get foothold. You mentioned VPN over GigE. Does the new GigE standard address the issue of provisioning? Most customers using a VPN have specific quality of services issues. Provisioning the bandwidth so that the carrier get the most utilization out of the channel seems to be the concern for the carriers. You can set aside a dedicated gigE channel for the customer, but it is more cost effective if you can provision the channel so that it gets shared by multiple customers who may require different levels of service and have different peak demand schedules.