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


To: The Phoenix who wrote (441)2/6/1998 4:59:00 PM
From: Keith A Walker  Read Replies (2) | Respond to of 1181
 
Are you truly admitting your position in Yurie? Finally, some disclosure to the rest of us for guidance. If you are being honest, then I congratulate you. The coming days will prove/disprove your "objective" analysis.

By the way, I cannot find the link, but, there was a recent Gartner Group report that effectively stated that the ATM market will grow to approximately $1.23 billion by year-end 2002.

Being objective and conservative, if Yurie should continue to retain a 30% market share in ATM, doesn't that mean a top line of $369 million by year-end 2002. And let's assume net margins fall to 20% of revenues, I calculate that equals $73.8 million in earnings. Notwithstanding any splits with 27 million shares outstanding, that's the equivalent of $2.73333~/share in earnings. I think that would impute a growth of 400% in earnings from where we are today. That should translate into a 4x gain in stock appreciation from where we are today, hmmmm, around $88 in 3 years.

What do you think of that analysis my humble friend?



To: The Phoenix who wrote (441)2/6/1998 6:53:00 PM
From: ferdc  Read Replies (2) | Respond to of 1181
 
Gary:

<<<In fact I'm not shore YURI at all. I'm long for those that care. I'm looking for more validation to perhaps buy more>>>

I am dumbfounded by this statement.
What investing strategy do you follow? I don't really want to know, but it always appeared to me that the ideal use of these threads was promoting ones views and trading based on those views.
You seem to me like the guy who hits himself over the head with a hammer because he likes how it feels when he stops. How low must YURI go before you stop hammering yourself?

ferdc




To: The Phoenix who wrote (441)2/6/1998 10:12:00 PM
From: larry  Read Replies (1) | Respond to of 1181
 
Gary and all those who long YURI,

Can anyone out there confirm the rumor that Goldman Sachs was heavily buying YURI this past week? It seems that they are on the bidding side most of the week and eager to buy whatever they can buy. My question is whether Goldman Sacks is one of the three underwriters that covers YURI. I know that the other two are Alex Brown and Cowen.
And also can anyone show me where I can find information about the trades made by GS? Thanks.

larry