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 : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: S. M. SAIFEE who wrote (3411)	2/27/1998 12:56:00 PM
From: fumble	Read Replies (2) \| Respond to of 18016

TDM (Time Division Multiplex) is a scheme using dedicated time slots for sending information. A fast line has more time slots per second (multiplex). A normal phone call (once it is digitized) has 8bit pieces of information sent every 1/8000 second. Lots of hardware to sort everything out at both ends of a fast line so each 8bit goes to correct phone call. Phone call oriented, not data oriented. A lightly loaded line has empty time slots (like empty seats in an airliner). Mature industry. ATM (Asynchronous Transfer Mode) uses bigger chunks of data (cells), but not too big (so switching can be done fast in hardware). There are enough cells moving per second to keep up with synchronous activities (like phone calls) which MUST have their data every 1/8000 sec, but enough administrative (software) flexibility so that video (can tolerate some time jitter/loss of pixels) and data (time jitter insensitive, but cannot loose data) can move transparently over the same wires/fibers. This is what is attractive to big telcos - they can send lots of kinds of data (under different contractual arrangements) over the same wire/fiber, thus simplifying the administration of the wire/fiber. It cuts their cost and provides a window to the future (gobs of bandwidth which must be managed to make a profit). NN has biggest share of telco market for ATM (27% for 1st qtr 97)

To: S. M. SAIFEE who wrote (3411)	2/27/1998 2:17:00 PM
From: pat mudge	Respond to of 18016

I am not familiar with technology, could you shed some light on ATM v/s TDM. I see a good chance to fill the gap to 26. ASND might just break out above 40. If that happens good move could be expected on rest except CSCO. May be investor could be getting out of CSCO and get into NN, ASND, COMS and rest of the group. S.M. I'll let one of the engineers explain the difference between ATM and TDM. I think the parallel to TDM is CDM and ATM is separate. I appreciate the comments on ASND. I'm in long but really have more than I want and can't decide when to lighten up. I agree with your suggestion NN would be a good trade. Later -- Pat