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Technology Stocks : YURI ( YURI SYSTEM ) -- Ignore unavailable to you. Want to Upgrade?

To: Dave Stevens who wrote (283)	12/20/1997 7:12:00 AM
From: riposte	Respond to of 1181

[Dave - ATM lesson] Dave - Thanks very much for taking the time to do a little tutoring - I wouldn't characterize it as a "rambling note" at all! I've printed your post so I can add it to my files, and will be studying it further. In the meantime, I've picked up ATM for Dummies (hey, you've got to start SOMEWHERE, right?) and have begun reading that. Understanding the enormous current cost advantages of Ethernet, the main point I was trying to make in my post was that the coming build-out of high-speed access to people's homes (whether via telcos, cable cos, or power companines) gives ATM another shot at mass distribution. The theory goes that with this new ATM topology (is that the correct use of the word?), unit sales of ATM products increase, and prices will decrease dramatically, and become more competitive with Ethernet. You comments re: ATM administration are interesting, and of course that would be a huge factor to consider. As I said, I'm just learning about ATM. However, now, I'll make sure to pay special attention to that area of the technology. Darn, I love learning about all of this - too bad I have a full-time job. I'm too busy doing research to have time to work! :) Thanks again, Dave. I look forward to leaning more about ATM, and, by extension, Yurie's prospects in the industry. Steve

To: Dave Stevens who wrote (283)	12/20/1997 11:22:00 AM
From: Keith A Walker	Respond to of 1181

Dave, Thanks for your keen insights to the ATM vs GE vs Ethernet vs FDDI networking product race and debate. I tend to agree with your analysis, except that in the long-run, fiber will ultimately be run to the desktop (desktop as I refer to it is mainly corporate; the home is clearly another question, but ATM seems to fit in with cable operators needs and satellite transmission and I would consider that as a BIG plus for the technology). Who knows how long it will take, but the continual need for more bandwidth and reliability are the driving forces. Regards, Keith Walker