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

To: riposte who wrote (710)	3/2/1998 6:58:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 1181

Steve, 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? Interesting comment, however I don't find recalculating the numbers sans SplitRock to be "arbitrary". I fact, I find this to be quite specific. This is a revenue stream that will have to be replaced - threefold in order to maintain market share. End of story. You can't argue this. Doesn't it seem even remotely possible to you that Yurie would have won all or part of the business anyway? To be honest <chuckling> NO! It doesn't seem even remotely possible. First SplitRock may not have even decided on ATM at all had it not been for Kwok. But if they had, why would they have partnered with a start-up? Why would they bet their entire business on an unproven company? Not only do I believe the deal was based on assurances from Kwok that they would deliver, but I would lay odds that they product was purchased without so much as a single benchmark test. Perhaps the product was purchased sight unseen? This all said, this has proven to be a good move and has catapulted YURI into the leadership position in the ATM CPE market. Now, they must capitalize on this by executing a strategy that keeps them there. That now is the challenge - replace the revenue stream from SplitRock which will dry-up. ************more boring food for thought*********** I should also point out, at the risk of more arrows (which I'm becoming accustomed to) that on a number of occasions folks on this thread claim that YURI has all this great technology and this fabulous A-QUE-MAN patent. What is this based on? There have been no competitive tests. A-Que-Man, although a patent, is non-standard and will likely never be offered as a service. Anything can be patented. So where does the talk about YURI's technology come from? I'll tell you - publication hype. Some of you will feel compelled to point me at a number of periodicals that name YURI's LDR-xxx as ATM access product of the year or such. But these awards and commentary aren't based on testing - they're based on numbers. YURI posted some good numbers with the help of SplitRock and the editors, rather than look like dolts for missing the wagon, give YURI some award. This way the publication looks like they're leading or at least keeping abreast of the market. In fact these guys do no testing, no benchmarking, no nothing in order to come up with these awards. It's really kinda pathetic the way these perodicals work. It's sad to be honest. Gary