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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (60073)	2/19/1999 10:51:00 PM
From: Ingenious	Read Replies (2) \| Respond to of 61433

Jorg:perhaps i should skip the speeds in feeds - but my point in mentioning 125usec is because that is exactly what ATM delivers in packet format - today!! ATM is designed for different services to coexist already. I suppose I could get into the finer points of what is detectable by the human ear etc. etc. but really what matters is a whole bundle of features that go along with voice. (by the way, supposedly the human ear can only detect from 20hz-20khz but people rave and pay big $$ for stereos that reproduce sound far outside this range). For example, voice is a well known commodity that people have been using for about 100 years. People are MUCH MORE demanding on voice services than data. Companies like Nortel, Ascend/w/ SS7 products, and Lucent understand that while teh fat and happy DATA folks like CISCO are used to selling their products to techie folks over the INTERNET. Voice requires seemless connectivity coast to coast (read: SS7) and requires tight integration with data networks (read ATM). People most likely to buy voice networks are big customers who really don't have the time or energy to search all over town for the different parts. They need a one stop shop!! (read: lucent). In short, there is more to voice than reading specifications. Strapping Voice over IP is like Microsoft putting a windowing package on DOS and calling it an OS. IP was not and will never be the best solution for voice. Lucent will do VoIP because it makes business sense only. Companies like Cisco need to be prepared to cut their fat margins and start competing head on head with the big boys like ATT and Lucent. IMHO Leland Are you sure that you are up to date on the latest developments with QoS on IP? Bellcore specs call for no more than 150usec end-to-end delay, however this can be realistically stretched to 200usec and still not be detectable by the human ear. But you are correct that it is the regular delivery of the packets/cells that is important. This can be done in an IP network much the same way that it is done in voice over frame relay environments; through fixed length frames/packets and priority queuing for the voice packets. Not to say that ATM doesn't have its place, but VoIP is real and deployed. In fact LU has made public statements that the will focus their future efforts on ATM and IP solutions. In the same statement though they said that they would not be pursuing VoFR as a strategic direction (I believe that their OEM agreement with ACT Networks will fill this tactical niche). It would take a few minutes to find the URL for the statement, but I can if you would like. The point being is that LU also agrees that voice over IP is a strategic direction that they must pursue. JXM