Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PMC-Sierra (PMCS) -- Ignore unavailable to you. Want to Upgrade?

To: Tim Michaels who wrote (2272)	12/7/1998 5:52:00 PM
From: Trader Dave	Respond to of 3818

Odds on, bulldozer knew this. He has been saying all along that pmcs and vtss don't compete

To: Tim Michaels who wrote (2272)	12/7/1998 5:56:00 PM
From: Bulldozer	Respond to of 3818

Great post Tim - thanks. And Youlu - your last post regarding the VSC8116&17 is exactly what Tim is talking about. It connects to PMC chips (mostly older 5355s and 5312s as an interface to the optical network.) As such it is complimentary. Tim, isn't it also true that by adding an intelligent Layer-2 technology to SONET rings you add the advantages of statistical multiplexing and are thus able to provide a much more efficient use of bandwidth for data links than with traditional TDM equipment? As an example, connecting a 10mb LAN to an STS-1 pipe (51 mbps) wastes 41 mbps of bandwidth. As you mention, the serialization for voice was meant for the 1,2,3,1,2,3 tdm multiplexing of the PSTN. Keep posting when you can - you're technical expertise is very much welcome. Bulldozer

To: Tim Michaels who wrote (2272)	12/7/1998 8:32:00 PM
From: tech101	Read Replies (1) \| Respond to of 3818

Tim, you are right that SONET and ATM are different mechanisms. Because of the short cells of ATM, it can be easily implemented by hardware including its routing decisions. ATM sits in the middle of packet switching and circuit switching and, most often, uses SONET as the underlying transport mechanism even though SONET does not care about what it is transporting. Due to the high price of ATM and its 10%+ overhead for the 5+48 octets cells, however, new protocols such as packet-over-SONET (POS) and even packet over DWDM are introduced to skip ATM. In my opinion, the quality of service (QoS) offered by ATM should justify the 10%+ overhead in the long run, particularly when bandwidth is becoming cheaper and cheaper, but the high cost of ATM switches and the complexity of the technology may still be a factor for its applications. In reality, ATM probably will remain a popular choice for both WAN and enterprise backbones for years to come. We've seen PMCS expand its product lines from PHY to SAR of ATM and other higher level devices. I certainly appreciate the contributions, particularly for the product-specific information, to this board by everyone, and hope our discussion will benefit investors by providing a better view and understanding to the stocks. And best of all, PMCS and VTSS are up in tandem.