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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: DenverTechie who wrote (1699)	7/27/1998 5:22:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

"The Qwest network runs native Internet Protocol directly over SONET, the standard physical signaling and redundancy layer of the network. Evslin sees this as an industry trend. Long-haul carriers are dispensing with smart ATM middleware. Sprint, for example, recently went ATM-less on its SONET/IP backbone. This is both because physical layer infrastructure is becoming more abundant and more capable, and because IP is gaining new capabilities to handle different kinds of traffic." From George Gilder _____________________________ DenverTechie, You say, "In support of this hypothesis, the recent SPRINT announcement that they were migrating to a full IP based network for all services, including voice, was met with widespread skepticism by analysts." What do you make of Sprint not only migrating to IP voice, but without ATM? Not possible, is it? What really confuses me is George Gilder seems to be trying to prove some kind of point about ATM not being necessary. To further prove his point, he included a pie chart next to the above statement: Network Topologies Planned ------------------------------ Ethernet 68% Token Ring 25% FDDI 3% Other 3% ATM .5% <---Yikes! (My comment.) What do you make of this? Almost seems like I'm not reading the same financial releases by equipment providers that George Gilder is. I thought equipment suppliers were selling a ton of ATM switching equipment. Is the chart above some kind of spin Gilder put on networking topologies? Do you think he's lumping LANs and WANs with Enterprise/Telco networks? I don't get it. I thought billions of dollars was being spent by telcos on building ATM networks. MikeM(From Florida)