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

To: Teknvstr who wrote (465)	2/8/1998 12:37:00 AM
From: The Phoenix	Respond to of 1181

TEK, I'LL YELL, PERHAPS YOU'LL HEAR BETTER. YURI IS NOT A GOING CONCERN LONG TERM BECAUSE OF BIG PLAYERS LIKE NT, NN, AND YES CSCO. IF YOU CHOOSE TO FOCUS ON CISCO THAT THE BUG UP YOUR (**^& NOT MINE. LET ME POINT OUT THE FACTS: 1. YURI SELLS OVER 30% OF THEIR PRODUCT TO ONE CUSTOMER 2. THIS CUSOTMER HAS KWOK LI ON THEIR BOARD (THAT'S A FACT AND THAT SMELLS FUNNY TO ME) 3. YURI'S OEM's ASLO ARE SELLING PRODUCT TO SPLITROCK - MORE THAN INTERESTING AND MORE THAN FUNNY. 4. AT&T HAD AN EXCLUSIVE THAT THEY WERE WILLING TO LET GO OF. THEY TESTED THE PRODUCT - WHY DIDN'T THEY HANG ON TO IT? WHERE WILL THEY GO FOR THEIR ATM CPE? 5. NEW PRODUCTS COMING TO MARKET ARE 1/2 TO 1/4 THE PRICE OF YURI. YURI'S WILL NEED TO CUT PRICES TO MAINTAIN MARKET. 6. YURI IS A ONE PRODUCT SHOP CURRENTLY. NO MARKET OUT OF THE U.S. SO BUSINESS IS LIKELY TO BE MORE VOLATILE 7. YURI HAS NO CHANNEL - THAT'S WHY THEIR SELLING TO OEM's 8. YURI'S OEMS WILL NEED TO BUILD THEIR OWN PRODUCT TO SUCCEED. PRICES WILL ERODE WHICH WILL SQUEEZE THESE VENDORS OUT. THE ONLY ALTERNATIVE THESE VENDORS WILL HAVE WILL BE TO BUILD THEIR OWN. 9. NEW ENTRANTS TO THE MARKET SUCH AS MARIPOSA AND ACCLAIM WILL CONTINUE TO ERODE PRICES. THESE COMPANIES WILL PROBABLY GET BOUGHT BUT EITHER AS STANDALONE BUSINESS OR ACQUISITIONS THEY WILL MAKE LIFE DIFFICULT FOR YURI I CAN GO ON. BUT IT'S FUTILE WITH YOU. I THINK THE BEST THING TO DO AT THIS POINT IS TO PART COMPANY. I'LL REPORT BACK WHEN NEXT YEAR MARKET SHARE NUMBERS ARE RELEASED. Gary