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 : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony -- Ignore unavailable to you. Want to Upgrade?

To: dreydoc who wrote (498)	5/5/1998 1:17:00 PM
From: Frank A. Coluccio	Respond to of 3178

DD, At this time I haven't any way to corroborate or contradict their claims. Everything they've claimed appears to be in line with the general outgrowth of the state of the art. There I go with that term, general outgrowth again... but that is what all of this really is, IMO, natural evolutions of previously divergent technologies into a unified whole, eventually, or at least a protocol set which resembles the attributes of many previous protocols. Af course, a press release does not a monster make. Seen enough bogus releases in this sector to say that with some degree of confidence, I might add. ATM or IP? TCP/IP, in its original form [ both in makeup and in terms of what it was originally intended to achieve ], is quickly fading away with respect to many applications. It is evolving into a beast that more resembles ATM than the old IP with each passing day. This is evidenced by the improvements which are being made in real-timeness and prioritization schemes. What was once an egalitarian paradigm characterized by good citizenry, i.e., agreement by all to "wait in line" when things got crowded for the general benefit of the larger community, has become far less tolerant for a growing number of reasons, not the least of which is voice telephony. ATM, OTOH, has always been characterized as rigid and of a far more demanding nature, wrt its intolerance to latency and variable delays, but is has at the same time learned to acclimatize itself to the historically more flexible capabilities and in some cases the more laid-back (exptectations) environment, similar to that which the Internet has conditioned us to. Please clarify one of your points: >>We are planning our network evolution to Multi-service IP, but I'm very uncomfortable committing dollars to ATM right now. Yes, it works today, but what's the curve look like?<< I am led to understand by this that you are referring to MPOA, or multi-protocol over ATM? Is that what you mean by Multi-service IP? >>IP is the strategic future per Cisco. << Yes, IP would be my strategic direction, too, if I had almost everything I own riding on it. But I do not confuse this with philosophical truth, rather, as a classic case of one protecting and improving one's vested interests. And they do a good job at both (protecting and improving). Could it be that this IP is indeed the final end game, or is it simply another step in the direction toward the holy grail? Regards, Frank Coluccio