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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: MangoBoy who wrote (10744)	4/9/1999 2:24:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

<< I don't have time to do an EE Milne version of today's events >> AA. Been spending too much time with EEs. :)) And speaking of which, I came home from San Francisco after a couple days listening to CEOs of communications' start-ups and other private companies absolutely convinced NN's direction is right on the mark. It's clear the carrier space is the target market and if you want to play there you have to have solutions that migrate. Speed at the core and intelligence at the edge with the ability to offer QoS, SLAs, and protocol independence all in one box is the current mantra. A few quotes: "We need a graceful evolution from Dial to broadband," Arthur Klein, CEO Assured Access. "IP not quite there yet . . . QoS lackiing. . . seeing lots more ATM," Suresh Nihalani, CEO Accelerated Networks. "Europe doesn't have equipment for 21st century. Opportunities are staggering," Roger McNamee, General Parnter, Integral Capital Ventures. (Funded Extreme Networks) "Central Offices can't continue to employ multiple boxes for multiple services. . . . Without significant economic incentive carriers have no reason to deploy new services. . . . Need platform for moving from voice to packet . . ." Mike Champa, CEO Omnia (bought by Ciena). When asked how he was using ATM, Vivek Ragavan, CEO Siara Systems, said, "Adoption on ring is done because carriers are adopting it on the backbone. We're using it for ring problem in local loop. . . thin layer ATM for transport. . . ATM will replace Class4 switches. . . MPLS just isn't out there for transport. . . "Technology meets customer": LECs are full of techies who've worked with SONET and don't know MPLS, MPOA, etc. . . SONET framing is important. . . keep at least the framing piece. . ." [Omnia's in beta now with CLECs strongest adopters. . . ILECS have RFIs out now.] "We are witnessing the end of "one size fits all routing". . . the end of dominance of one vendor. . ." John McQuillan, CEO Business Communications Review, and conference host. "Circuit emulation on ATM is being deployed," Surya Panditi, CEO Avici Systems. When asked about MPLS vs. ATM, Desh Deshpande, CEO Sycamore Systems, said, "ATM for traffic engineering. Carriers know it and undersand it. IP/ATM this year [allows] QoS, circuit emulation, SVC for traffic engineering. . ." Mike Grady, CEO Argon Networks (recently acquired by Siemens' Unisphere Solutions), responded, " Argon will do both ATM and MPLS. . . . MPLS yet to be proven in networks. ATM is deployed, it works . . . MPLS not ready yet. . . carriers need traffic engineering now. . . must get rid of cross connects. . ." Speaking of network interruptions, Ashraf Dahod, CEO NetCore Systems, said, "Interruptions are unacceptable. When primary switch fails, we go to secondary. PNNI finds an alternate route. . . these are basic requirements." More from Grady, "Need services to customers who have different types of traffic. . . . IP/ATM in the same box. . . opportunity is huge. . . . solution has to be hybrid. . . has to scale. . . " I have pages of similar comments, but will skip ahead to one of the last speakers, Scott Kriens, CEO Juniper Networks. When asked what he worried about he said, "The pace of all this. The industry is growing faster than talent. People claim they'll build an all-IP network, then they don't have anything to back their claims. Talent is diluted. There is no IP University. Where do we go to learn? The demand will be surging for as far out as we can see. Talent to meet it is thin." If there was one point of agreement among all the presenters, it was the wisdom of investing in plumbing. [This includes traffic and service management.] Pat