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 : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (3129)	12/13/1997 12:41:00 AM
From: Lerxst	Read Replies (3) \| Respond to of 6980

Hi Doug, You might call me a "Techie" as I'm a hardware engineer for Bay on the East Coast... <a: Does Bay have an open architecture in its product line or do their products usually serve a system upgrade mkt.> What the heck is a "system upgrade mkt?" Bay fully supports open architectures and protocols, as opposed to our largest competitor who happens to champion a proprietary protocol known as E/IGRP. Our most recent open standard backing is our participation in the MCNS/DOCSIS cable modem camp. <b: What is the difference between an Adaptive Router and an IP switch.> What exactly is an "Adaptive Router?" Has Bay used that term in it's marketing literature somewhere? As for an IP switch, I assume you are referring to our Layer 3 switches, yes? Bay will provide a full line of Layer 3 switches in our Accelar products, from our Rapid City acquisition. L3 switches process packets at the IP level in order to determine where they should be forwarded and do so at wire speed and latencies equivalent to L2 switches. <c: Are not Routers/Hubs giving way to IP switches at the Enterprise, ISP and Telco's.> Yes and No. L3 Switches serve a role in the Enterprise network that was until recently filled by traditional "routers". However, the ISP and Telco markets are vastly different than the Enterprise market. In the ISP/Telco an L3 switch may or may not replace "routers," it depends on the space to which one is referring. Today's L3 switches are primarily LAN focused. <d: CSCO's R&D is reputed to be working on a 60GBPS router, will Bay have anything to match that.> OK, I give, what's a "60GBPS" router? Do you mean gigabits per second? If so, aren't you referring to Cisco's GSR, the 12000 family, which will allegedly reach 80Gb/s in the future (16 slots at 5Gb/s per slot)? I believe it's only shipping with a 5Gb/s fabric today, not 80Gb/s. This is the BFR (Big F****** Router) space and I'm not sure what Bay's official position here is... <e: What percentage of total techie man hours are spent with ISP's,Enterprises and Telco's.>] OK, again I give, what the heck do you mean? Are you trying to ask how many hours engineers spend talking to customers in each of these areas? Or, how many engineering man-hours are spent developing product for each of these market spaces? Regards, Lersxt

To: Doug who wrote (3129)	12/14/1997 7:50:00 PM
From: Hop Sing	Read Replies (3) \| Respond to of 6980

Hi Hop: In reviewing this thread, I came to the conclusion that you are a Techie. I need to understand the technology to better understand my investment and so I would appreciate your response to my layman's questionnaire. a: Does Bay have an open architecture in its product line or do their products usually serve a system upgrade mkt. IMO they have an open architecture. Although they have proprietary systems such as the Centillion ATM switch they are LANE and UNI complient to connect to other complient syetems. I do not fully understand the statement about "system upgrade market". Sorry. b: What is the difference between an Adaptive Router and an IP switch. A marketing strategy. Also, as I understand it Bay's switches are void of proprietarey components such as tag switching which alter standard IP frames. This would not limit a customer to one vendors components. c: Are not Routers/Hubs giving way to IP switches at the Enterprise,ISP and Telco's. Routers Enterprise - Don't know. ISP's - Maybe. Telco's - NO Hubs Enterprise - Switches yes(maybe not IP switches) ISP's - Switches yes (do not know about IP switches at ISP's) Telco's - Switches are replacing traditional shared media hubs. d: CSCO's R&D is reputed to be working on a 60GBPS router, will Bay have anything to match that. As a non-Bay employee I could only speculate but my guess is that since Bay has been doing symmetrial multiprocessing for many years that a fast backplane to accomodate more processors does not seem to be rocket science. Some say Mr. Severino is locked up somewhere with a souldering iron as we speak. e: What percentage of total techie man hours are spent with ISP's,Enterprises and Telco's . I will again speculate -- Since most of the growth that I see is at ISP's and large entities that have lagged the Telco's in the buildout of infrastructure I guess probably a large majority to ISP's and Enterprise. These are my opinions and represent none but me - "the guttersnipe" as procaimed by Mr. Sherwood. Ouch, that really hurt.