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


To: Technopeasant who wrote (4992)6/5/1998 10:20:00 PM
From: Glenn McDougall  Respond to of 18016
 
this is taken from the ascend thread, any comments?

To: H. Wai (48049 )
From: bucky89
Friday, Jun 5 1998 1:18AM ET
Reply # of 48171

H. Wai,

I honestly don't know much about the 36190. But to win the carriers' business
nowadays it takes much more than having the biggest switch. The biggest switch today
will be the second-biggest tomorrow, and the third-biggest the day after that. Rather, it
takes a vendor with solid usable technology built around their switch. Newbridge has
invested an awful lot in MPOA, and this is the only way they can support IP/ATM
cut-through routing with their products today. However, Terence Matthews (the
Newbridge founder) acknowledged in his keynote that Newbridge, like all other ATM
vendors, will eventually support MPLS when the standards are finalized. Today, the
only vendors with workable MPLS implementations are Ascend (IP Navigator), Nortel
(Passport), and Cisco (if you include Tag Switching, which does not use ATM).

This might be one reason why Newbridge is foundering--they went down the wrong
road. MPOA has its limits in scalability, and plus you have to throw away your old
ATM switches. Now Newbridge has to go back and design MPLS into their switches.

bucky89

Just to let everyone know I am looooooooooonnnnnnnnnggggggggggggg NN but thought this might be of interest.

Regards to all

Glenn



To: Technopeasant who wrote (4992)6/5/1998 10:24:00 PM
From: Glenn McDougall  Read Replies (3) | Respond to of 18016
 
Pat strikes again,

To: bucky89 (48083 )
From: pat mudge
Friday, Jun 5 1998 3:20AM ET
Reply # of 48171

Bucky --

Thanks for the good report from ATM Year'98. Since I own ASND and NN, I'm
feeling a bit torn. According to the following article, MPOA is the accepted
Internetworking standard adopted by the ATM Forum.

<<<
MPOA Standard Ratified

Layer 3 Switching Delivers Increased Performance, Enables Delay-Sensitive
Applications

It was a resounding 41-0 vote in support of MultiProtocol Over ATM as the standard
for Layer 3 switching at the ATM Forum meeting in Montreal, Canada July 22. It was
also a decision that the Newbridge team believes will position the MPOA-based VIVID
switched routing architecture at the front of the enterprise pack.

MPOA allows the switching of network layer traffic at Layer 2 speeds. Consensus is
that MPOA improves traffic performance by a factor of two to 10 compared to
traditional routers.

The standards-based, Layer 3 switching made possible by MPOA not only delivers
increased performance and standards-based virtual LANs, but also enables
delay-sensitive applications such as multimedia and IP multicast. <Picture: Raj Sharma>

"We put a stake in the ground two years ago," said Raj Sharma, Director of VIVID
Product Marketing at Newbridge. "We articulated our position that Layer 3 switching
would be the technology of choice for internetworking."

"The ratification of the MPOA standard by the ATM Forum has established our vision
as reality," added Sharma, "and it gives Newbridge a tremendous competitive
advantage. Newbridge is the only company shipping MPOA-based products today.
We have been shipping since 1996 with Release 2.0."

ATM in the LAN

Support for the introduction of ATM in the LAN is high. International Data
Corporation's recent survey of more than 500 US-based network managers in large
companies indicated that close to half favor ATM as the technology of choice in their
LAN overhauls.

Indeed, in the survey, ATM handily beat out Gigabit Ethernet on such criteria as wide
area integration, multimedia support, five-year operating costs, network reliability, and
relationships with the equipment supplier.

In addition, Gartner Group Inc., an IT advisory firm in Stamford, Connecticut, predicts
that by the end of 1998, Layer 3 switches will have replaced 60% of standalone routers
used for LAN segmentation. This considerable industry endorsement heavily favors
MPOA dominance in the internetworking industry.

Free Market

Alternatives to MPOA, such as MultiProtocol Label Switching (MPLS), have just been
introduced to the standards bodies and are likely to take 12 to 18 months to finalize.
Vendor-unique schemes such as FastIP, SecureFast, IP Switching and Tag Switching
do not allow interworking between vendors at this time.

In contrast, with endorsement of the MPOA standard, switch and router vendors can
now connect Ethernet-based networks to cell-switched ATM networks and can do so
while being interoperable with each other. That means network operators can now
purchase compatible switches from multiple suppliers. At least three vendors, including
Newbridge, have already planned an MPOA interoperability demo at
NetWorld+Interop in Atlanta in October.

"MPOA creates a cut-through across any vendor's switches," said Eric Andrews,
Assistant Vice President of Marketing, VIVID. "That gives users the freedom to choose
a multivendor solution with the confidence that the products will perform seamlessly with
each other."

MPOA Milestones

Newbridge is far from the only player in the Layer 3 market. However, Newbridge did
set an early standard in the MPOA story with its VIVID switched routing architecture,
and while others today are testing beta versions of MPOA-based products, Newbridge
is already shipping proven product.

In 1993, Newbridge was the first vendor to articulate a vision of using ATM switching
technology to deliver routing functionality. Within two years, the MPOA working group
of the ATM Forum was created to develop a standards-based architecture. By the end
of 1996, Newbridge had marked another milestone: with Release 2.0 of VIVID,
Newbridge was the first vendor to deliver MPOA functionality. In the early spring of
1997, volume shipments of VIVID products with MPOA functionality started.
>>>>

Has MPLS been ratified?

From the NN conference call, I understand MPLS is for non-business applications and
MPOA for business.

At any rate, if you want to study the CSI architecture, check out:
newbridge.com

As for why NN foundered today, some analysts who followed the conference call
reiterated their current recommendations rather than upgrading, based primarily on
slowing TDM sales, and possible pressure on margins.

When you mention the only companies shipping with MPLS, I notice Cisco among
them. If they're superior why didn't AT&T choose their products instead of NN's? The
same with C&W and BT?
[AT&T package: newbridge.com ]

I'm not trying to be confrontifve. I really want to know.

Thanks in advance.

Pat

great info

Regards

Glenn