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

To: The Phoenix who wrote (497)	2/8/1998 10:14:00 PM
From: larry	Read Replies (1) \| Respond to of 1181

Gary, I really appreciate the numbers you provide. Well, it must be that growth rate from Q4 96 to Q1 97 was so low that it dragged down the whole annaulized numbers. It did seem that compared with the growth rate of the previous two Q, Q4 rev., earnings, and net income growth rate is slowing. However, I am not that much worried about the that. We both know that it's easy to grow everything when the number is low. When the number reaches a certain point, the growth will surely slow down. YURI first call EPS for 4 Qs of FY 98 are 0.10, 0.11, 0.12, and 0.13. I believe that nearly all YURI longs on this board think they can meet these numbers handily. Actually, either the analysts upgrade the first call, or YURI will simply beat it by a good margin, especially for Q1 and Q2. I believe YURI can make 0.54-0.58 instead of 0.46 for FY 98. Do you agree me on this issue? If you agree with me, and if we use, say 0.54 as FY 98 EPS, YURI's growth rate this year will be 74%, which should give YURI $40 if we use PE growth ratio at 1.0. YURI is supposed to make 0.80 for FY 99...however, since you are very negative about their future next year, we won't touch that issue. My point is that dealing with a high flyer like YURI, it is being traded at very undervalued price, unless there is indeed something very wrong with the issue. My trading philosophy is to pursue growth company aggressively and my big winner issues this year are IDTC, FGII, and CYMI (not kidding!). I have sold CYMI and most of my IDTC. I will average down on YURI if further weakness is seen. Actually the selfish myself really wants to see temporary further weakness on the issue, which will give me another chance to buy cheap. BTW, the weakness in YURI is also due to, I believe, lack of major firm support and coverage. If Goldman Sachs decides to be a player with YURI, that will change the whole situation. larry

To: The Phoenix who wrote (497)	2/8/1998 11:40:00 PM
From: Teknvstr	Read Replies (1) \| Respond to of 1181

Gary, Yes, you are still completely out of school. Will you just give it up! I thought you were leaving! You are the worst I've ever seen! In fact since you've called me an idiot and an ass$%@#...I guess I can call you a boob! These numbers you just spent your whole afternoon posting mean nothing! You ought to know that the second quarter is seasonally a slower quarter for technology companies!!!! That pretty much nullifies your last post (laughing)..It's the year over year acceleration that counts, (on quarterly growth) ya know what I mean????? Let me say it again!!! Here are the last 3 quarters' respective growth rates, year over year: QUARTERLY EARNINGS VELOCITY - YURI Calendar Quarters THIS YEAR EPS LAST YEAR EPS % CHANGE VELOCITYx10 ------------- ------------- --------- -------- Q4 97 0.13(basic) Q4 96 0.02 550.0 6.5 Q3 97 0.09 Q3 96 0.04 125.0 2.2 Q2 97 0.06 Q2 96 0.04 50.0 0.8 That's not coming over well so I'll just tell you: 50% Q2, 125% Q3 and 550% Q4. Now THAT'S acceleration!!! Right Gar?!!? So, Gary, you'll have to go back and try again. Remember, son, the sequential rates may in fact NOT hold up, but remember, you're taking percentages of successively larger numbers....25% of 20 million is greater than 29% of 14 million...Understand???? Try again when you've really got your facts together, Oh I forgot though, you are a big Yurie fan....right? Tek