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

To: The Phoenix who wrote (400)	2/5/1998 6:46:00 PM
From: SJSharky	Read Replies (3) \| Respond to of 1181

I haven't heard anything regarding the conf. call or after hours trading. Anyone know where you can get after hours quotes for free (or a nominal charge?) Verbiage in this release regarding accomplishments during the year/quarter were some of the weakest I've ever seen from a growth company. Agreed that verbage was weak for any company's press release. It really didn't say much. However, I disagree your comment regarding the weak outlook. From a strictly finance perspective, the comment regarding Splitrock was interesting. They mentioned that they included product that Splitrock is anticipated to purchase from Ericsson. Seems to me that, if they had wanted to, they could have come up with some reason to exclude the amount from Q4 and saved for next quarter (hang on the unearned revenue line item in the b/s). If outlook was that poor for Q198, I'm certain they would have tried to meet the number and saved that revenue for the next quarter. (Of course, I've been wrong before.) --Ryan

To: The Phoenix who wrote (400)	2/5/1998 9:37:00 PM
From: Miles Rhyne Hoffman, CFA	Read Replies (1) \| Respond to of 1181

<25% revenue increase quarter over quarter> Try 168% "qtr-qtr", the 25% was SEQUENTIAL, which is pretty good from my viewpoint since it annualizes out to over 100% per year.

To: The Phoenix who wrote (400)	2/5/1998 11:29:00 PM
From: Teknvstr	Read Replies (3) \| Respond to of 1181

<<25% revenue increase quarter over quarter for a company this small in a market as dynamic as ATM CPE is not a strong sign.>> This is one of the most assenine comments I've ever read on one of these threads. 25% sequential growth is 244% annualized. This "Gary" is obviously so biased against Yurie that he can't be taken seriously. No credibility whatsoever. To take a quarter like that and try to criticize it is just clueless. Yurie had a quarter that equates to a $.50 run rate. that gives them less than a 50 multiple. With a bottom line growth rate of over 150% and a top line growth rate of over 200%....this stock is trading at a third of it's growth rate, and the market for ATM is just getting started! If anything, Yurie is UNDERvalued. The margins jumping by over 4 full percentage points for the quarter are icing on the cake. I'd hate to be short this stock. Gary, don't quit your day job (at Cisco)....Tek