Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Teknvstr who wrote (437)	2/6/1998 4:34:00 PM
From: The Phoenix	Read Replies (3) \| Respond to of 1181

WOW!!!! I'm not sure what I said to deserve such a heated response. Are you having a bad day? I think I gave the YURI longs credit for sticking next to their stock. I simply suggested objectivity. As for Cisco's day. You could be right. There are indeed a number of challenges for the company. One of the largest ones is indeed their installed base of routers. At the same time this is a huge opportunity since it gives Cisco access to these existing customers. The only issue now is Cisco's ability to deliver new technologies to allow their customer base to improve performance going forward. Cisco so far has been up to this challenge as far as I can tell. However, as I pointed out earlier they need to be a lot more methodical about this since the risks for a company with a revenue steam as large as Cisco's are much larger than for a start-up. So, Teknvstr don't misunderstand me, I don't think Cisco is all powerful and all knowing, but I do think they've been doing a good job of looking like it up to now. For now I'll put my money on a company that's been proving thier success quarter after quarter for 38 quarters straight rather than a start-up. YURI will have some short term success - I've stated that in many of my posts. I simply think that once NT, NN, and CSCO bring pressure to bear on this segment that YURI will lose the battle. Convergence in the networking industry is here. Oh. A little on technology. TAG Switching works - you nut! What makes you think they haven't delivered? Check the 1010. BFR will never work? O.K... That's your opinion.. but I wouldn't bank on that. If anyone can make it work it would certainly be Cisco. LAN's will be obsolete in 3 YEARS? Interesting perspective. Perhaps you can elaborate on how a layer 2 WAN technology such as DSL supplants a layer 3 campus technology such as routing. As I see it they aren't mutually exclusive. As for your comments about John's involvement with IBM and Wang (Lotus?). John's involvement was to come in a fix mistakes. These companies were in trouble when he came in. He didn't create the problems he was brought in to fix them. So, I think you're a bit out of school on this one. Gary BTW: You need to educate yourself a bit on CISCO's product offering. I think you'll find a much broader product line than simply routers.