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

To: SJSharky who wrote (359)	2/2/1998 8:02:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 1181

O.K. Folks, I've seen way too much to leave this one alone. How come all the YURI agreements have the OEM's (LU, BAY, AT&T, and now ERICSSON) reselling to Splitrock? With half of YURI's reveunes coming from Splitrock (either directly or through one of these OEM's) how does this company move forward? And doesn't it seem just a bit odd that the Kwok Li (the CTO) also sits on the board of Splitrock? And why is it that Yuri didn't get the Worldcom deal given that Kwok was once a Wiltel employee? Also, doesn't it seem a bit "fishy" that everything is going to this one customer. AND, why did AT&T so easily walk away from an exclusive to sell the products? If the platforms were as hot as YURI says it would seem to me that AT&T would have no problem finding a home for $10M a year... Certainly not at the prices YURI charges. Finally, what about all the competition coming from CSCO, NN, ASND and ADC in the ATM access space. I keep hearing these new products have better price/performance points. Is this true? I just have to say that YURI's business seems very strange to me. They've got a bunch of OEM relationships with the cornerstone of each of them selling into Splitrock with some added verbiage about governement business. A predominant percentage of YURI's business (<50%) comes from splitrock. The, AT&T walks away (basically) from the platform. And finally, here comes the competition. This just seems like a paper tiger ... (or perhaps a tabby cat) to me. Gary