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Technology Stocks : YURI ( YURI SYSTEM )

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To: Alex Chilton who wrote (139)11/7/1997 10:47:00 AM
From: mattie  Read Replies (1) of 1181
 
What is the future af ATM? I have read some reports that say gigabit ethernet will replace ATM technolgy shortly. I am by no means a technology expert, but the analysts writing the reports are. Hasn't Fore and other ATM players seen a slowdown because of the aging technology? I also heard that Yuri 'will be having lots of problems' - that came out of the AEA conference in San Diego.

Yuri would be worth a gamble on if ATM has a future, but look at other valuation measures besides PE - the stocks fair value is down near it's IPO price - and that is with a bright future. Any clouds on the horizon and the stock is only worth single digits. But when it gets there I will be a buyer.

Comments appreciated.
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