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

To: Jan Crawley who wrote (42755)	4/8/1998 12:04:00 AM
From: NYKnick	Respond to of 61433

To All : What are we looking at tomorrow? Asia is up across the board (except for three countries that usually don't affect us). ASND and CSCO made some serious gains in the last half hour of trading. The NASDAQ has been down 50 - 55 points the last two days. Do we see a huge turn around (20 - 30 pts) in the NAZ tomorrow and if so what does this do for networking stocks??? NYK

To: Jan Crawley who wrote (42755)	4/8/1998 12:43:00 AM
From: djane	Read Replies (1) \| Respond to of 61433

VINT CERF'S BANDWIDTH WORRIES [Good opportunity for ASND GRF router sales] herring.com VINT CERF'S BANDWIDTH WORRIES By Dan Mitchell April 7, 1998 Demand for bandwidth will continue to grow, and that makes for some nervous mornings for Vint Cerf, the "father of the Internet." "Every morning, I worry" that the Net's routers will be unable to handle increasing data loads, Mr. Cerf told the crowd at the Red Herring's Herring on the Enterprise conference in San Francisco on Tuesday. And bandwidth demand won't be met by the deployment of fiber cable alone, according to Mr. Cerf, who runs MCI's Internet operations. "The problem is not the fiber; the problem is the routers." What is needed, he said, is a "BFR" (where "B" stands for "big" and "R" stands for router). By the end of the year, Mr. Cerf anticipates that "we will have at least one router [that moves data] at multigigabit speeds." And we'd better, he added, because by the end of the year so much data will be pushed onto the Net that current infrastructure will not be able to handle it. "This requires at least one miracle" from routermakers such as Cisco, said Mr. Cerf. "I need that BFR so I can build a BFN," (where "B" stands for "big" and "N" stands for "network"). Among the biggest bandwidth-hogs, Mr. Cerf said, will be extranets. Corporations are piling on to create networks that run atop the public Net and extend outside the corporate firewall to customers, suppliers, and remote employees. For instance, MCI itself has recently entered into huge deals with the U.S. Postal Service, for which the company is building a 30,000-node network; and the Nasdaq stock exchange, for which MCI is building a system that can handle loads of real-time securities transactions. Companies are learning that dedicated, proprietary networks increasingly "won't make any economic sense," he said. Remote opportunities For all these reasons, Mr. Cerf noted, opportunities abound for vendors of firewalls, cryptographic systems, and remote-access services. The "key technical challenge," to fully functional remote networks, he said, is to replicate all the data and functionality housed on a worker's desktop PC on a remote computer. To do that effectively, he said, we must "extend the firewall's ability to protect the traffic." Also, remote machines must function as a "Swiss Army knife," with instant adaptability to various types of connections, including analog dialup, ISDN, and cable modems. Also, he said, new networks such as local area networks in hotels and wireless systems need to be built out to increase connectivity. "Plainly ... you need to bring an amalgam of different technologies together" for remote connectivity to work at its full potential, he said.