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

To: Bradley W. Price who wrote (601)	2/22/1998 9:02:00 PM
From: markj70	Read Replies (1) \| Respond to of 1181

The main reason i like yuri is because of their rapid earnings growth. alex brown and cowen&company have strong buy ratings on Yuri but instead of buying the stock outright, i decided to write an at the money covered call (bought yuri at 22 1/2, brought in 5 points on the jul 22 1/2 call} in this play the maximum i can make is the premium....which turns out to be an outstanding "standstill return." Even if i'm wrong and yuri doesnt go up, i can make money.as long as Yuri is above my costbasis(17 1/2 plus commissions) on expiration..this play gives 5 points of downside protection....this covered call is more specifically known as a synthetic short put...just wanted to share this strategy with everyone Mark

To: Bradley W. Price who wrote (601)	2/23/1998 12:21:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 1181

Gary - couple of questions. Do you think multiservice over IP can ever achieve the reliability of ATM, and what would be the timeframe? Second, how do you think ATM over ADSL would affect the equation. Bradley; very good question. All I can tell you is that IP oriented vendors want an IP world at the edge. At the same time most IP vendors reluctantly surrender the core of the network to ATM. Exceptions would be the gigabit and terabit ethernet companies which feel they can supplant this as well. The bottom line here is that in order for IP to become the environment of choice, these companies will need to address all the issues which ATM addresses today....QoS, scalability, reliability, etc.. Your guess is as good as mine as to when or even IF the IP vendors can make this happen. However, there's lots of dollars going into this and these vendors also know that the market window is now! They're getting more and more aggressive in pursuing carriers using their experience with the ISP's as a tool. As for ATM over ADSL, I'm not sure that changes the playing field much. You can run any protocol over ADSL. ADSL being a layer 2 technology is just another transport medium. In the end the carrier/ISP/CableCo. can still choose to run whatever protocol they wish. What ADSL WILL DO, it put greater demand on the infrastructure and require more backbone buildout which is great for the networkers because it will stimulate the use of bandwidth consuming applications. Gary