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Strategies & Market Trends : Point and Figure Charting -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (20522)	5/27/1999 8:21:00 PM
From: Jorj X Mckie	Respond to of 34811

Judy, I did see that. I still have a framed stock certificate for 1 share of STRM (three splits ago). I was amused. The STRM switches were always cell based (ATM). Originally the IGX cell architecture was proprietary, but the BPX was always standards based ATM. Both have frame relay interfaces and performed frame relay switching functions. ATM is still very much a part of the service provider strategy, despite recent press about the TGX. ATM interfaces on the enterprise products will be ubiquitous (as are frame relay interfaces). However, it would be a mistake to think that IP isn't still the heart and soul of CSCO and where the most feature rich solutions will appear. Whereas either IP, FR or ATM can be used for trunking, IP is the only one that extends the features to the desktop. The benefit with going with a pure IP solution, rather than IP over ATM or IP over FR, is that each encapsulation adds overhead and thus decreases bandwidth efficiency. On the flipside of that coin, quality of service and reliability are far more mature in the FR and ATM world. Interestingly, the old Stratacom stuff is still being deployed in very large quantities. On the service provider side of the house, the greatest focus is on the translation of IP quality of service parameters to the ATM QoS. So the short answer to your question is that it is not so much of a de-emphasis on ATM, but rather playing to the strengths and the cleanest solutions, i.e. IP. ATM ain't going away in the near future. Tom