Ben:
I've been watching YURI for a while, always thinking that it's too expensive, and kicking myself as it went up. I'm in now, so I personally don't mind if it gets discovered.
You obviously are thinking long haul. For me, I'm surprised someone hasn't bought them yet. At the edge, they'd compliment an ATM switch manufacturer or a telco hardware provider.
You speak of FORE, I'm not sure they compete, it seems to me they have two different pieces. W/ COMS acquisition of OnStream, that's competition, along w/ the old DSU makers, Kentrox, Digital Link.
I honestly don't know who leads in this space, but Uncle Sam loves YURI, and he's got plenty of cash (ours of course).
Alex. |
