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

To: djane who wrote (47039)	5/17/1998 2:19:00 AM
From: david jung	Respond to of 61433

NBR's interview with Peter Green who recommend ASND in Jan: quote.com David WallStreet Links: 100+ Investment Links members.tripod.com

To: djane who wrote (47039)	5/17/1998 4:33:00 PM
From: djane	Read Replies (4) \| Respond to of 61433

Bay Faithful Needn't Worry Over Router Obsolescence By JEFF CARUSO, Friday, May 15, 1998, 4:15 p.m. ET. pubs.cmpnet.com Bay Networks is making moves next week to ensure that conventional router users aren't left in the lurch in the Layer 3 switching stampede. During the next year, the vendor will add Gigabit Ethernet, compression, virtual LAN support, prioritization and other enhancements to its Backbone Node (BN) routers. Bay is taking a tack similar to that of Cisco, positioning Layer 3 switches for the enterprise network core and pushing conventional routers to the WAN edge. Bay realizes that sales of the BN to new customers will become less likely, said Eve Griliches, the company's product manager. The vendor anticipates that less than 20 percent of business going forward will be new; most sales will go to the installed base. Union Pacific Railroad is one company considering Layer 3 switches for its network core, while holding on to its 16 BN routers for some functions. "I still want a true router on the WAN side," said Brett Frankenberger, systems engineer at Union Pacific. The company still needs some functions not yet developed in Layer 3 switches, such as access to frame relay and ATM over the WAN, as well as IPX and DLSw for carrying SNA traffic. Even though conventional routers are slower, "the lack of available bandwidth in the wide area network will prevent [the router from becoming] a bottleneck," said Ray Keneipp, principal analyst of carrier infrastructure at Current Analysis. Despite the $33,000 price tag for one port of Gigabit Ethernet on the BN, Union Pacific is interested in deploying it. The company is contemplating a core of Layer 3 switches with Gigabit Ethernet links. Equipping the BN with Gigabit Ethernet would be easier than using multiple Fast Ethernet lines, Frankenberger said. The Gigabit Ethernet module will ship in the first quarter of next year for $13,000; it requires a faster, $20,000 processor to handle it. Griliches said the processor also will be used to support modules containing high densities of lower-speed ports. The BayRS routing software at the same time will be able to group Fast Ethernet or Gigabit Ethernet lines as single, logical trunks. Bay next month will ship a compression coprocessor to help users save WAN costs. The compression should fit twice the amount of data in the same pipe, Griliches said. The coprocessor starts at $7,300.