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

To: Teknvstr who wrote (415)	2/6/1998 1:01:00 AM
From: SteveG	Respond to of 1181

<Gary, don't quit your day job (at Cisco)....> ROTFL <..I'd hate to be short this stock...> Don't make him feel worse <g> And we have yet to hear of the (purported - from my contacts) pending RBOC contract(s).

To: Teknvstr who wrote (415)	2/6/1998 9:10:00 AM
From: Tom Kiblin	Respond to of 1181

Teknvstr, Gary is a HUGE CISCO Bigot, if the company isn't Cisco, they suck, period. I can bet you a million dollars that if tomorrow Cisco said they were purchasing Yuri, Gary would have nothing but praise for Yuri and how smart Cisco is for purchasing such a GREAT company. In Gary's mind, the following apply: Iraq/Saddam - Bullish for Cisco President who likes oral sex - Bullish for Cisco China/Yelstin warning against US bombing Iraq - Bullish for Cisco El Nino - Bullish for Cisco Lady executed in Texas the other day - Bullish for Cisco Get my point? Cisco can do no wrong. Gary, Cisco is a GREAT company, they've made me tons of cash as well, but there are other tech companies that exist that have much better product and service offerings than Cisco. I know, I work for one of them, Bay Networks! Tom, a Bay Bigot!

To: Teknvstr who wrote (415)	2/6/1998 1:03:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 1181

Thanks for the response. I'll take the high road and not criticize. Question though. How does 25% growth Q3 to Q4 translate into an annualized growth rate of 244%? Next, I see decelerating growth Q496 to Q497 = 168%, down to annualized growth of 100%. Yes it appears that Yuri is still picking up market share, but at a decreased pace. And, new competitors, new products, tighter margins are ahead. Finally Yuri needs to expand their customer base to be successful. They're attempting to do that via OEM's, but this will prove difficult since OEM's will not be able to compete against homegrown products from new entrants. Teknvstr, sorry if I sound like a dolt, but it appears I'm not the only one that's not convinced about Yuri. If this was such a great report why is Yuri trading off??? Gary