A few years ago ATM was all the rage. Then it was declared dead. It's alive and kicking, at least from our standpoint. We have an ATM-centric strategy, although, as you know, we sell Ethernet switching products as well. An ATM infrastructure allows that.
Scalability is certainly key.
In smaller enterprises, Ethernet can be suitable, but big businesses with multiple remote offices seem to require a much more scalable architecture. ATM is very suitable for that, especially given the ability to consolidate voice and data traffic over the infrastructure. Ethernet and ATM can coexist in networks. They don't have to compete with each other. Certainly gigabit Ethernet products are going to have a role in enterprise networks.