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

To: telephonics who wrote (231)	12/12/1997 2:05:00 PM
From: Mark Bohs	Respond to of 1181

You should have no concerns about GE....it is a LAN technology. The YURI products are purely a WAN technolgy, there are no GE WAN products. They are two different animals in and upon themselves. MJB

To: telephonics who wrote (231)	12/12/1997 9:18:00 PM
From: Keith A Walker	Read Replies (1) \| Respond to of 1181

My knowledge of ATM and gigabit Ethernet comes from a friend at work who had been researching these standards (so-called in the case of gigabit Ethernet) until recently. I work at Kodak (in a position called Patent Intelligence), although, by training and experience I have a software engineering/marketing background. My guess is that Lucent is playing both cards. The likely winner is ATM in the long-haul, since gigabit Ethernet is not really standardized. ATM has a standards body behind it, hence, anyone with the best solution should win out. I think Yurie falls into this catagory. I took a look at their patent (44 claims) last week. I am also trying to get one of our attorneys to review it for its comprehensiveness. Seemed to me they may have been able to patent a key algorithm for minimizing the amount of data transmitted under the ATM protocol. This could have serious implications for anyone trying to compete with Yurie, although, it is still only one patent. I would like to see more patents issued to them in the near future. I would agree, at this point, with the market behaving badly, that this would be a prime time to buy more. I picked up some Jan 25 calls for good measure. Regards, Keith Walker