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


To: Lerxst who wrote (3511)1/15/1998 7:14:00 PM
From: Pigboy  Respond to of 6980
 
Lerxst,

<< I guess I don't know enough to really comment any further. If FC switch/hubbing
becomes a big market, then I'd certainly imagine the big boys would try to get
involved. >>

Couldn't you ask someone there? :-)

<< If you look at the growth segments of the industry, it's not IPX, Appletalk, etc. or
FDDI, sync, etc. It's IP, ethernet, ATM, Sonet, etc. So, where is it best to focus
precious R&D dollars? IP. That's one of the cornerstones behind Adaptive
Networking. >>

I have been well aware of that for some time. The reason I asked about Accelar supporting IPX or not, is that I saw some mention of COMS GE switch doing it. COMS was basically doing it, I assumed because there are still a great deal of LAN traffic out there that won't go away with IPX (Novell). I just wanted to know what you thought and you basically say (I think) is that its not a big deal, and any thing other than IP will probably just be done with stuff currently in place (stuff pushed out further on the network, ie. traditional routers) and thats what I wanted to know, thanks. I am very bullish on Bay bc of their new vision/leadership/attitude. I also think Csco for the first time in a long time looks to have a small chink in their armor (ie. a lot of people have some decent ge stuff) As a side note, I see Bay's commercial all the time now and its well done.

Would you happen to know a contact person at Bay that manages or helps manage the NYSE thing, because I have a lot of questions to ask (and no, they are not FC questions:)? Thanks,

all imho
pigboy