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Technology Stocks : YURI ( YURI SYSTEM )
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To: h.l. meeks who wrote (158)11/18/1997 7:52:00 PM
From: Keith A Walker  Read Replies (1) of 1181
 
h.l.
sorry to have not replied much sooner, however, been travelling, etc.

I believe Yurie could become a Cisco in the sense of it's growth prospects.
The need for additional bandwidth is huge, and having the best product
in the ATM class is reason to give Cisco concern.

I also know that Cisco is having trouble keeping up with demand, becoming
too large to be manageable as a growth company and will probably wrestle
with itself over bureacratic (sp) issues and lose some of it's customer focus.
Not that Cisco will not succeed in spite of itself, just that they seem to be on
a similar track to IBM during it's heyday and the world won't wait.

Hope that explains my reasoning behind my statement. By the way, with Cisco
valued at roughly $70 billion, if Yurie were to grow to be 20% of Cisco at $14
billion, you are looking at roughly 20 times appreciation in the stock from where it is today.

I am long and staying that way for awhile.

keith walker
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