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

To: Mark Bohs who wrote (182)	11/20/1997 3:10:00 PM
From: Keith A Walker	Read Replies (2) \| Respond to of 1181

Mark, thank you for your historical perspective with the networking world. Also, the comparisons to IBM vs DEC vs SUN vs, etc. is in my view, right on the money. My earlier statement concerning Yurie being the next Cisco is not made without considering the niche that they currently fill with their products: In fact, I feel that Cisco started with a "niche" product. (I think you are alluding to this in your responses to Miles, et al.) A good parallel is IBM and DEC focussing on mainframes and minis: Along comes a "not-to-be-taken-seriously-niche" product, "The Personal Computer" from Apple, and the rest can be seen in "Revenge of the Nerds" on PBS. Forbes did an interesting piece on Cisco earlier this year and concluded that they might be making similar transgressions in their business practices that IBM made during its ascendency to the throne of the computer marketplace. Transgressions which ultimately led to their major restructurings. Perhaps, more than any other asset which I believe Yurie has, is not their superior products, but their terrific management and stellar board of directors. Likewise, Chambers is revered (and I am long on Cisco as well as Yurie), but the problem with managing any enterprise growing at 30-50% the size of Cisco, is just that, it's size. To anyone who cares, read Thomas Watson, Jr.'s book, "Father, Son, IBM & Co." as a valuable look at the agonizing transition a company makes from entrepenuial startup to multinational behemouth.