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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Joe Griffin who wrote (11716)	1/23/1998 4:25:00 PM
From: John M. Baltz	Respond to of 77400

Joe, With the last mile bottleneck solved I see the bottleneck moving to both ends on the wire, I.E.: (1) the end user computer, which will drive the next roung of CPUs, OS's, file/storage systems, etc. (2) the network. First, at the ISP. Second, in the backbone. The ISP will bottleneck at their connection to the Internet backbone. There are a lot of 56kbps connections to the backbone and those will have to be upgraded. Assuming the ISPs all get INFINITE bandwidth the backbone routers will get hit next. The gigabit router firms see this already and are getting ready. The switch firms are moving toward layer 3 switching (fast routing). The router firms are moving to routing in hardware. Think of it as Cisco putting IOS (their routing software) on a chip. Once all this happens the optical firms will have a play and we'll see optical computers, switches, routers, etc. (Some optical networking stuff using Wave Division Multiplexing is already around.) So, for the next 15 years or so things will be very interesting. And after that the quantum stuff will be kicking in but it makes my head hurt to think about it.