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To: MMW who wrote (61029)	5/13/1999 1:02:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 61433

Mike, there will be IP core business. So far, the majority of the customers have indicated a strong commitment to remain with reliability. Of concern to my other investment, CSCO, is the emergence of products from Juniper, Nexabit and Avici in the routing space. CSCO has its' loyal customers, but it appears that it could be pushed further and further from the core. If IP takes over the core, it will not be CSCO doing it unless they buy a competitive product. Regards, Brian

To: MMW who wrote (61029)	5/13/1999 6:47:00 PM
From: Mr.Fun	Read Replies (1) \| Respond to of 61433

Believe it or not, the 12000 has a damned hard time doing wirespeed OC48 with more than a couple of ports. There are probably a solid 40K+ GSR12000 ports in total. A lot of these are OC12ATM links. Check out the latest issue of telecommunications pg. 46. The next generation Cisco box will certainly have more capacity, as will competitive boxes. The Juniper M40 can do 8 OC48s at line speed and should scale higher inthe next generation. There is too much momentum behind carrier movement to ATM for it to stop no matter how many IP engineers howl about the cell tax. What we will see is parallel networks - ATM AND IP over glass.