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: ferdc who wrote (487)	2/8/1998 5:23:00 PM
From: Keith A Walker	Respond to of 1181

I think you are underestimating the growth in net earnings. Gross margins were actually up this past quarter, which arguably won' t continue, however, it does indicate economies of scale are falling into place. I would suggest Yurie can show net earnings of 20% or better on 62% gross margins over the next three years. Why would I stick my neck out believing this? Minimal overhead in SGA; basically this is one of the strengths of having the alliances with LU, BAY, T, and the infamous Split Rock relationship. Let the big boys burn their big bucks on marketing fluff and let Yurie burn the bucks on R&D and innovation. (Oh, by the way, to answer one question that came up regarding any impropriety with Split Rock; that is ridiculous. Kwok Li is Kim's co-founder on Yurie and long-time personal friend. The two have known each other since they were teens.) I can't criticize either one for being savvy enough to make their businesses prosper, as long as nothing illegal could jeopardize either company, who should care? I like your revenue estimates, but would crank up the net margins apiece to around 20% for the same time period. The other thing that could bolster net margins are licensing revenues for their patent or any other patent yet to be issued that could cause Cisco, Bay, et al serious headaches. Best regards.

To: ferdc who wrote (487)	2/8/1998 6:21:00 PM
From: Teknvstr	Respond to of 1181

Ferd, Excellent post. This illustrates the point just fine...and that is that Yurie's model is in an accelerating phase....I'm still highly perplexed by the shorts' action on Friday, given this acceleration...I think they're backing themselves into the wrong corner. Oh, and Hey Guys, check it out, I got another private message from Gary. This is about the fourth one! I do believe our little friend from California has lost his composure! (laughing) <<You're an ass. This conversation is over. Oh, and I'm not a Cisco Engineer.>> Hey Gar, Mellow dude!! Gary, I don't wish to get you angry, I just want to make sure that you don't confuse everybody with your flagrantly erroneous and biased posts. I'll say this though, since you were giving me some advice about investing, I'll tell you a piece here. My mother always said: Don't dish it out if you can't take it (and Lord knows you've been dishing is out on this thread for a while). So if your skins gettin' a little thin, maybe you better chill for a while. Come back when Yurie screws something up, and THEN you can talk about how bad they suck. Hey Gar, I'll bet you do work for Cisco tho,....just no engineer? See ya babe....Tek