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

To: Peter Piper who wrote (704)	3/2/1998 4:25:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 1181

Peter, From your Forbes article: Yurie was last year's ATM WAN access equipment market leader, capturing 28.3% of the $122.4 million market. What? Who? That means YURI did $38.6M last fiscal year (just ended). Of this $17.4M went to one customer - SplitRock. We all know who sits on the board here. So, if you take SplitRock out of the equation, YURI did $21M or about 20% market share (still not bad for a start-up). The OEM's (LU, Bay, Ericsson) will need to fill the gap as SplitRock's infrastructure gets built out. Also, the ATM access market is forecast to be approx. $240M next year so if you discount Splitrock, YURI will need to triple their sales this year simply to maintain market share. Just something to consider.. ;) Gary