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Technology Stocks : YURI ( YURI SYSTEM )

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To: John F. Dowd who wrote (570)	2/19/1998 5:32:00 PM
From: The Phoenix	Read Replies (1) of 1181

The multiservice CPE market will be huge...there is no doubt about that. The question remains what form will it take. Will CPE be fundamentally a router, a switch, a cable modem, a set-top box, etc. etc.... If YURI is going to succeed they'll need to deliver a superior product in the niche that they're targeting - ATM CPE. They'll also need to do much more of their own sales and marketing (relying less on OEM's) and have extremely competitive price points. Up to now they haven't had much competition, so growth has been good. IMO this should continue for another quarter or two...but to maintain this growth YURI will need to develop more cost effective solutions and plan for the inevitable weening off of their products by BAY, LU, and other OEM's (was it Ericsson?). These OEM's will develop their own platforms if they wish to be successful in this space. The result for YURI is that YURI will need to develop products and a strong sales marketing organization in order to make a long term go of it in the ATM market. Again, I think this market is smaller than many of the analysts believe. The alternative is to sell out.... Gary

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