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

To: The Phoenix who wrote (370)	2/3/1998 3:36:00 PM
From: SteveG	Read Replies (3) \| Respond to of 1181

<..I haven't seen so much corporate drivel come from one individual in a long time...> Some company drivel, some outside drivel. If you took the time, you might have even learned a thing or two. <.. Are you on the payroll?..> Nope. I own the stock shorter term, and am looking for a good Q4 report. How about you? Are you in the biz at a competitor? Are you short? <..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...> That may well be. I understand from good sources that LU wanted to buy YURI, and when they couldn't, tried unsuccessfully to build a sub 2Mbps product. So now they OEM for YURI (at better margins than YURI's previous arrangement with T) <..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...> Invariably they will lose share of this massively growing pie. Didn't you read the NN news (some of which I posted)? ATM is growing tremendously. YURI's margin WILL probably decrease, but their top line will grow significantly. In fact, I'm hearing their is good reason to be looking for a major RBOC announcement pretty soon. Sure awards can be pretty meaningless. And market share # can be fudged (somewhat, Dataquest is known for kicking the tires and talking to customers). You claimed you heard YURI wasn't that good. What do YOU have to back up your offhand comment? <..Now the CSCO and ASND are more focused on this segment I believe 98 will tell a completely different story...> There's a reason so many have looked to YURI for an "all speed" (including the important sub 2Mbps voice-muxable T1/E1 biz) ATM solution. You can certainly knock various aspects of my posts, but other than an obvious competition argument (which is FULLY expected and already factored into the projected earning's numbers and price targets), you have really provided nothing. As this market explodes (data and voice networks will ALL be using ATM - the backbone NEEDS ATM), YURI will benefit from their IP and engineering. And the term I have heard from smart folks about owning this stock into Thurs earnings is "hero". I like the term "short squeeze" too. And don't forget to watch near term for a major RBOC contract or two.

To: The Phoenix who wrote (370)	2/3/1998 9:56:00 PM
From: Keith A Walker	Read Replies (1) \| Respond to of 1181

So are you playing Yurie long or short? A little disclosure is important to calibrate for the blatant bias in your comments. Sure Cisco and Ascend are competitors in ATM: Cisco had to acquire their way into the technology by buying Stratacom and Lightstream. I am not sure about Ascend, but given their credibility lately, why shouldn't Yurie have a chance to dominate in the ATM business. After all, who had heard of Dell 15 years ago? Surely not IBM! Best regards, Keith Walker P.S. I am very long in Yurie and Cisco, and just took a small position in Ascend. Basically, my view is that the analogue voice network, which has been "forced" to carry data; the network Alexander Graham Bell set in motion over 100 years ago, is clearly being replaced by a digital fiber network, which has the capacity to carry voice. The revolution is still in its infancy and no one player will dominate because there is simply too much demand and profit to be made.