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To: jach who wrote (19088)11/7/1998 12:03:00 PM
From: Eric  Read Replies (1) | Respond to of 77397
 
jach

You are missing the point here.

This market is growing faster than all the LU's Cisco's and Ericsson's of the world can supply.

To be quite frank the only company in this space that is executing well is Cisco!

LU builds a lot of stuff in house and they pay a high price for that!

Eric



To: jach who wrote (19088)11/9/1998 9:07:00 AM
From: aladin  Read Replies (5) | Respond to of 77397
 
Jach,

Ok, first you state:
<Routers as they exist will be extinct in 3 years> the extermination process has already started and will be extinct in less than two years, imo. It's simply plain in-efficient to forward hop-by-hop as opposed to taking advantage of the virtual circuit aggregated next-hop switched mode of the underlying switching network.

Then you post several startups jumping into routing, and now even ATM vendors!

Are they all stupid to be jumping into a market facing extermination, or are you simply here to see yourself in print?

Why do you persist without discussing short positions. Are you afraid to put your money and mouth together?

John