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

To: The Phoenix who wrote (379)	2/3/1998 10:17:00 PM
From: Keith A Walker	Read Replies (3) \| Respond to of 1181

Gary, My name is spelled Keith not "Kieth" as you spelled it. Perhaps you did not read the PS in my previous note. I resubmitted some of it while you were posting to me. Considering you feel that your position in Yurie is irrelevant to the discussion is a sign to me not to take your comments too seriously. I am for disclosure, whether you own the stock or not. Anyway, I don't buy the argument that because of Cisco's size they can dominate the market. ATM is an "open" standard that any vendor can build to. Unlike Fast Ethernet which has a variety of vendor specific compatibility issues hampering its adoption as a standard. By the way, Cisco may be its own worst enemy. Growing too big too quickly is a classic management problem that allows a fleet-of-foot company like Yurie to gobble up market share. I doubt Yurie will be taken over anytime soon. The founders own a controlling interest and will probably hold on for the long term. Best regards.