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Technology Stocks : YURI ( YURI SYSTEM ) -- Ignore unavailable to you. Want to Upgrade?

To: h.l. meeks who wrote (158)	11/11/1997 10:17:00 PM
From: BenYeung	Read Replies (1) \| Respond to of 1181

H.L., I have a feeling that the stock will open gapped up tomorrow morning (just pure instinct and experience). And you probably will make more than 1000 dollars if you sell. In terms of fundamentals, I have the same feeling as Keith. I am not a techie but Yurie has good market share of ATM and WAN. Despite analyst did not think the products are special or whatever, they work. Cisco started as a small company too, dont forget that. From 100 employees to 11000 now. Yurie started as a two man show and they have 240 employees now, at least that its growing. They only have 3 core products now, and I hope that they are improving them plus making new grounds in other market niche. 3Com is big competitior of them, but I doubt 3Com has as superior products as YURI. The core of my faith in this company is ITS MANAGEMENT. John Chambers took Cisco to ever highs and same for SUNW and MSFT by its management (Scottie and Big Bill). YURI has great management and they have done a lot to improve the company (strategic alliance with Bay Networks, deal with ATandT among others). Jeong Kim let the other guy move up in order to free up his time to do the strategic and acquistion side of things. If I had extra money, I would have one account holding the stock, another trading it. Good luck to you all.

To: h.l. meeks who wrote (158)	11/12/1997 2:37:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 1181

For comparison, look at INSS in August when Alex Brown stepped in to stop its slide. The upgrade caused a gap up as institutions bought in. But AB could only hold it up so long without big news from the company. The institutions soon started selling and INSS resumed its slide based on its overblown PE. AB will unload its inventory at higher prices, some shorts will be squeezed, new shareholders will buy in at the top, and eventually YURI will be another good short play unless it can show more cash on the bottom line. Just my opinion but the parallel to INSS is all too familiar.

To: h.l. meeks who wrote (158)	11/12/1997 10:11:00 PM
From: BenYeung	Respond to of 1181

Oops, H.L., the upgrade hype got you in before the downdraft of today. The market in general has nothing to do with YURI's stock price today, as oppose to contrary belief. In Macy's or Robinsons May, they advertise a sale to attract customers to buy low prices items. In Wall Street, they advertise a sale to attract investors to buy HIGHER prices items (because of the nature of stock market's purpose is to make money, not to spend). I guess the Thanksgiving sale is over now. Look for the Christmas and New Years sale (However, stocks should be long then, not short. I am predicting a new all time high before the end of Jan 98. Insiders will take the stock up higher than ever to attract investors and sell these herd the inventory they collected in these couple weeks at wholesale prices). Shorters, bonds longers, cashholders won the game from Aug-Nov, I will see stock longers win in the next month and onto the first few months of next year. Anyone trading/shorting YURI lately? At what prices?

To: h.l. meeks who wrote (158)	11/18/1997 7:52:00 PM
From: Keith A Walker	Read Replies (1) \| Respond to 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