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


To: money man who wrote (206)12/5/1997 12:23:00 AM
From: BenYeung  Read Replies (1) | Respond to of 1181
 
Moneyman, I have no position on this stock either. But I have the following view.
I hate the use of PE as a gauge. I have check on the company (got an investor's report and info from company), and think that the growth is phenominal. I would rather using revenue and earnings growth as my judgment. They are keeping costs down and that is not bad for a new company. The products stand outs among others and has a niche with very few big competitors.

The only thing that seems shakey is its client base. A large chunk of sales goes to Ma Bell... I would not recommend this company until it has more clients/or a definite agreement with AT&T.

In case you did not know, its latest earnings beats estimates by 3 cents (9c vs 6 c) and increased 200% from last year (9c vs 3c). Although the basis is little and jacked up the percentage terms, I still think that the growth is good. I ll consider long on YURI once its relation with AT&T is definite.



To: money man who wrote (206)12/5/1997 6:00:00 AM
From: Keith A Walker  Read Replies (1) | Respond to of 1181
 
Wow! Balls of steel!?!? I must have titanium in my pants given the position I have. Don't let a PE cloud your thinking. I bought APM given its PE of 8 in an otherwise overpriced market and man was that a mistake.

Thanks for the fair warning though.