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

To: Teknvstr who wrote (462)	2/7/1998 2:47:00 PM
From: larry	Read Replies (1) \| Respond to of 1181

Tek, Will it be better for the shorts to wait a few more days until YURi went up to, say, 29 or so and then short it? They certainly can make more money. Maybe they are afraid of the upside momemtum. The chart does look bullish, at least technically. the resistence at 25 was temporarily broken and indeed that the shorts might push the issue down to 20 or so, but I see this as a very strong buying opportunity, both based on the fundamentals of the company and the chart. I also appreciate Gary's frankness about the company. However, I do question his trading philosophy. So why does he want to take a long position in a company that he believes will slow down (in one post, he warned that YURI actually willl die in three quarters) and be nowhere found in 10 years? After reading all his post, it seems that he obviously longs CSCO and shorts YURI. Or maybe he wants to scare everyone off the issue and picks it up cheap. I just don't get it. I like people pointing out weakness of the company. Every company has its own weakness, even INTC, SUNW, CPQ, and MSFT. CSCO is great but they can't have everything. I am actually very pleased with the earning report and also like the fact of minimum Asia exposure. I like their ability to grow earnings and revenues at three digit numbers and wish that they can keep success in the future. The company is very confident about their FY 98 EPS (0.46) and I believe that by year end we will see sth like 0.55. And can anyone figure out the heavy involvment of Goldman Sachs the past week with YURI? Someone believe that they might add the issue to their recommended list. Any opinion? Good luck. larry

To: Teknvstr who wrote (462)	2/7/1998 4:31:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 1181

Tek,??? Mellow dude! First: Their year over year earnings increases for the last three straight quarters was, in order: 50%,125%,and 600%. Year over year... I thought you said the last quarter was 144%. Where does the 600% number come from? You need to help me with your math... I will say I haven't looked at their past...but most investors don't. They look at future oppotunities versus current capitalization, projected costs, and expected success given environmental factors. Oh..and some focus on TA. So, I'm troubled by your insistence that we need to look at the past growth. I guess I started it by mentioning slowing growth but I'm not going back as far as you so perhaps I can be corrected. But then, it's easy to show astronical growth where you're just starting. Hey, you'ld better or your VC will dry up! The question remains - what lies in the future for YURI. I think I've made my points about this REGARDLESS OF CISCO or any other company. Again, I'm perplexed by your desire to continue to refer to CISCO far more often than I do. Let it rest. Let's talk about YURI. Kay? As for your TA and the possibility this stock takes off. I think I also said that the next 6-9 months will be good. I said I was long didn't I. I just said I'm not planning on holding long term beyond say spring time. I think by then NT, NN, and yes CSCO catch up. And given these companies market share dominance, installed base, and current carrier business I think YURI will find life difficult. Finally, Tek.. If you see fit to continue posting erroneous information about Cisco's ability to deliver products or their ability to market then I can only assume that you indeed (as you said) know nothing about this industry. Cisco is more methodical.... I SAID THAT! Cisco would not be where they are today (trading at an all time high, 65B market cap, all the pundits saying up from here) if they didn't have great products and great marketing. Say what you will - Cisco does deliver, will continue to deliver, and certainly has a bright long term future. They win business because they are better at it than their competitors. Oh, one more thing. I'd always rather be lucky than good. I have lot's of questions about this stock...as apparently do other investors. Even so, I do think the stock may go to 30 perhaps beyond in the short term. But I continue to stand by my position about the long term outlook for YURI. My Reccomendation: STRONG BUY. Hold for 9 months. Plan on selling before the end of 98. Gary