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

To: SteveG who wrote (364)	2/3/1998 1:25:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 1181

Steve, I haven't seen so much corporate drivel come from one individual in a long time. Are you on the payroll? Yuri may indeed have good earnings this quarter, but competitors are coming after this market in a big way. competitors like CSCO, ASND, and ACC (who's been here for a while but will be delivering new platforms this year). So, I don't think Yuri will continue to enjoy the clear sailing they've had up to now. On that point: In this market segment Yuri has been unable to truely carve out a dominant market position even though it's competing against lesser products from either small companies or big players that are simply dabbling. IMO Yuri will need to bring new products to market or severely discount to keep business. I think they lose significant market share this year. On the "hot Product of the Year" thing. To get these awards products need not be tested... In fact they need not even be seen! To get the award each company submits a document stating the products functions and unique aspects. A judge panel then sits around and discusses who the award goes to. As for market share; this information comes directly from the vendors themselves. Analysts simply tally what vendors tell them. Now the CSCO and ASND are more focused on this segment I believe 98 will tell a completely different story. Gary