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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Amir Shalit who wrote (31475)	8/24/1998 9:44:00 PM
From: Thomas M.	Read Replies (1) \| Respond to of 132070

Good comments. I agree that allocating bandwidth, i.e. QOS, will be a driver for ATM. Here is an interesting analysis on the CIEN/TLAB merger: #reply-5574848 It looks like LU was indeed playing some games. Tom

To: Amir Shalit who wrote (31475)	8/24/1998 10:28:00 PM
From: Deep IntheMoney	Read Replies (1) \| Respond to of 132070

You make a very relevant point. I'd go one step further and say DWDM is here to stay regardless ATM wins or loses over other old technologies like Sonet(I speak in the NSP/ISP market). The IP over ATM vs. IP over Sonet in the ISP world is almost in favor of Sonet today. - Mostly because ATM has 10% overhead (or 20% in ISP traffic) whereas sonet is 2%. (Save $$$$) - ATM interfaces at high speeds become exponentially complex to design and implement(cost). - ATM is a much more complicated protocol(caused its own downfall). - With tagging protocols and class of service features Voice over IP could be easily implemented. (Tag it with the cheap ASICs and distribute these tag info with MPLS etc.) -ISP's would be charging in some shape or form for service levels ($$$$$$). That's why everybody and their mother wants to be in the voice data convergence. This inturn will demand a lot of bandwidth so more channels in the fibre so DWDM and so Cienna. Cienna and the likes are therefore a very strategic piece no matterwhat. Of course everything is future and its bright. I am glad I got on it Friday. Wondering if there are plays you guys are doing given today's announcement and the option premium (purely from option/stock play). Thanks, Deep