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Technology Stocks : MMC Networks Inc (MMCN) -- Ignore unavailable to you. Want to Upgrade?

To: cecil who wrote (376)	4/29/1999 6:08:00 PM
From: Lewis M. Carroll	Read Replies (1) \| Respond to of 507

You and I trade MMC the same - I bought at 8 sold at 14, bought at 12 sold at 15, but watched 15-23 sadly. There is a defined market for ethernet layer 2 switching. 1G uplink is now the buzz. I expect that market to move to layer 3 as Taiwan inc. erodes more and more of the profits from pure layer 2 switches. Intel is quickly becoming a player here. There is also a market defined for ATM switching and ATM transport. MMC plays here. So does PMC/Sierra. Just ask Cisco. Developing is a hybrid market where companies are providing local layer 2 with some layer 3 functionality and the ability to replace the 1G uplink with an ATM uplink. Basically, a CPU, SAR, and SONET interface setup packetizes ethernet frames in ATM cells and ships them to a similar piece of equipment and bammo - LAN emulation over the WAN. INTC will be playing in the local switch portion of this but until they buy someone with significant intellectual property in ATM switching, they will not play in that piece. If INTC did offer a product, I would expect them to move up the ATM pipe and look at silicon to address stuffing ethernet frames into ATM cells. But that is a long way from an ATM switch..