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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (29677)	1/8/1998 7:48:00 AM
From: Steve Morytko	Respond to of 61433

After standards on Gigabit Ethernet (GE) are completely worked out (a few months?) you shouldn't be surprised to see ASND and others add GE interfaces to service the LAN side of a network component (where EN/FE/TR/FDDI interfaces provide that function today). Sector Investor's point about GE being a LAN only interface is absolutely correct. BTW - great post Gary!

To: Sector Investor who wrote (29677)	1/8/1998 2:11:00 PM
From: James A. Shankland	Respond to of 61433

Re: Gigabit Ethernet (GE) and ATM. I'll go a little bit farther out on a limb: ATM to the desktop is dead; GE is the better solution here. (As Marcus Ranum said in an entirely different context, "Just ignore the feeble scratching sound from the coffin and keep shoveling.") As Sector noted, WAN is a different story. But GE is not ATM's competition here; IP over SONET, and perhaps frame relay, are. ATM's big downside is excessive overhead for data traffic, due to the small cell size. ATM's big upside is quality of service guarantees for video and voice. If QoS for voice and video turns out to be doable with frame relay or IP-over-SONET, then ATM's future may not be bright.