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Technology Stocks : YURI ( YURI SYSTEM )
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To: The Phoenix who wrote (370)2/3/1998 9:56:00 PM
From: Keith A Walker  Read Replies (1) of 1181
 
So are you playing Yurie long or short? A little disclosure is important to calibrate for the blatant bias in your comments.

Sure Cisco and Ascend are competitors in ATM: Cisco had to acquire their way into the technology by buying Stratacom and Lightstream. I am not sure about Ascend, but given their credibility lately, why shouldn't Yurie have a chance to dominate in the ATM business.

After all, who had heard of Dell 15 years ago? Surely not IBM!

Best regards, Keith Walker

P.S. I am very long in Yurie and Cisco, and just took a small position in Ascend. Basically, my view is that the analogue voice network, which has been "forced" to carry data; the network Alexander Graham Bell set in motion over 100 years ago, is clearly being replaced by a digital fiber network, which has the capacity to carry voice. The revolution is still in its infancy and no one player will dominate because there is simply too much demand and profit to be made.
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