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Technology Stocks : YURI ( YURI SYSTEM )
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To: The Phoenix who wrote (711)3/2/1998 9:02:00 PM
From: Keith A Walker  Read Replies (1) of 1181
 
Gary, Correct me if I am wrong here, however, I do believe I have spotted a potential flaw in your thinking regarding SplitRock. You stated: I don't find recalculating the numbers sans SplitRock to be "arbitrary". I fact, I find this to be quite specific. This is a revenue stream that will have to be replaced - threefold in order to maintain market share. End of story. You can't argue this.

This argument completely disregards any growth which SplitRock may have. I don't know the company that well, however, I presume they are growing at more than 30% per annum.

Another statement you made has me really wondering what it is that you do know: Anything can be patented. This is flatly untrue. Not everything can be patented, and Yurie's issued patent, (we don't know about any filings which may still be in prosecution at the USPTO) for AQueMan could potentially be interpreted quite broadly. (I had one of our patent attorneys read the claims, and he felt there was potentially broad coverage.) A sufficiently broad patent would potentially provide Yurie with a nice revenue stream from licenses.

Just one other question for you: Are you able to walk OK? Seems like having shot yourself in both feet after the above comments, you might consider taking up roller-blading :) Keep the arguments coming - we need the lighthearted moments on the thread.

Have a nice day, Keith
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