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Technology Stocks : YURI ( YURI SYSTEM )

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To: The Phoenix who wrote (441)2/6/1998 4:59:00 PM
From: Keith A Walker  Read Replies (2) of 1181
 
Are you truly admitting your position in Yurie? Finally, some disclosure to the rest of us for guidance. If you are being honest, then I congratulate you. The coming days will prove/disprove your "objective" analysis.

By the way, I cannot find the link, but, there was a recent Gartner Group report that effectively stated that the ATM market will grow to approximately $1.23 billion by year-end 2002.

Being objective and conservative, if Yurie should continue to retain a 30% market share in ATM, doesn't that mean a top line of $369 million by year-end 2002. And let's assume net margins fall to 20% of revenues, I calculate that equals $73.8 million in earnings. Notwithstanding any splits with 27 million shares outstanding, that's the equivalent of $2.73333~/share in earnings. I think that would impute a growth of 400% in earnings from where we are today. That should translate into a 4x gain in stock appreciation from where we are today, hmmmm, around $88 in 3 years.

What do you think of that analysis my humble friend?
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