SI
SI
discoversearch

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: The Phoenix who wrote (707)3/2/1998 6:08:00 PM
From: riposte  Read Replies (1) | Respond to of 1181
 
Gary, Re: Split Rock


<<<...So, if you take SplitRock out of the equation...>>>


Gary -

With the understanding that there is a "special relationship" between and Yurie and Split Rock, why do you feel it is a valid assumption to arbitrarily remove Split Rock's revenue from the equation?

After all, we are not talking about a commodity, like a contract to pave a road. Yurie Systems has top-notch equipment, and have been able to differentiate their product with features like AQueMan, which is patented.

Doesn't it seem even remotely possible to you that Yurie would have won all or part of the business anyway?

I have seen others use your approach when debating an issue:
1) Present oneself as calm and considered.
2) Assume a slightly condescending attitude.
3) Pitch several reasonable arguments (strikes, right down the middle) to support your opinion, and then:
4) Deliver a change-up. This pitch generally makes a rather grand assumption to support your point of view, but is presented as fact.
5) Conclude your argument, using the "fact" presented in the change-up, as proof of your correctness.

I'm not complaining; on the contrary, reading most of your posts is entertaining, in the same way I enjoy looking through new car ads. You know - searching deeply through the fine print, which will provide the real cost of that "$199 Down, $199/Month Lexus LS-400"!

Steve



To: The Phoenix who wrote (707)3/3/1998 5:43:00 PM
From: ferdc  Read Replies (1) | Respond to of 1181
 
Gary:

Sorry for participating in the "lets gang up on Gary", when I really have nothing to offer on this subject, but you seem to be dodging the ARROWS adequately, so here's something that someone from the YAHOO board asked to be relayed.

ferdc
____________________________________________________________________

Subj: Gary of SI
By: jamez321
Date: Mar 2 1998 7:54 P.M PST
Reply To: Msg. 846 by BDBALD


"...YURI did $38.6M last fiscal year (just ended)."
Gary of Silicon Investor

Please inform Gary that earnings for Q4 1997 were posted on February 5th. He had so much fun trashing them, that it's no surprise he conveniently "forgot".

Last fiscal year (just ended) YURI had $51.0MM in revenue on a pro forma basis. For the record, product revenue was $47MM.