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

To: Geof Hollingsworth who wrote (2002)	9/2/1998 4:55:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"I have always understood ATM as a layer 2 switching architecture (well, layers one and two). When you go to layer three switching, you are no longer in the ATM world (the ATM model stops at the user layer), so to me layer 3 ATM chips is a bit of an oxymoron (like political leadership, miltary intelligence, etc. <G>) Once you are in layer 3, you have to "talk" IP, which is a huge jump in complexity and comprehensiveness required of any solutions." Geof, Oh I get it. Finally! Thanks for explaining it. This Layer 3 "stuff" is sort of a moot point right now. It's still somewhat at the debate stage. Layer 3 protocols like ATM vs. Gigabit Ethernet for the WAN and LAN. So layer 3 is the equipment that ties the telco and enterprise backbones to the WANs and LANs. No wonder the person mentioned 3Com and even Bay as one of the SERA's "potential" competitors in the Layer 3 realm. Now that makes more sense. Why in the world would SERA been want the same customers that 3Coms wants or even who MRVC wants? They aren't spending the money anymore. Most of that spending is complete. It could be a few years before they do massive upgrades if the need ever arises for greater bandwidth to the LAN. Aren't LANs and WANs happy with commodity products like 10/100 Fast ethernet equipment, that is here and now? So the poster was projecting who was going to get the corporate networking business and SERA has no product for that? If so, my response is, WHO CARES? The telco market is where it's at. Let others fight it out in the WAN and LAN arena. If the poster was implying that SERA isn't involved in that game, then I would consider it a plus. I think Cisco won that war a long time ago. I want to focus on the new war. The telcos are the ones who are spending in the billions of dollars on upgrading. That's exactly where SERA should be positioning their products. Hope I got this correct. Let me know if I got something wrong. Thanks, MikeM(From Florida)