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

To: riposte who wrote (718)	3/3/1998 1:52:00 PM
From: The Phoenix	Respond to of 1181

Steve, you made an arbitrary decision to treat the eventual end in demand from Splitrock to be the kind of thing which only happens to Yurie. Surely, contracts end for other manufacturers,.. Yes, you're right. However anytime you're talking about a company that has huge exposure to one customer there is going to be significant concern. In the case you brought up - Cisco, if they lose a customer then yes, they'll need to replace them. However one customer to a company like Cisco that has a broad customer foundation will not have a significant impact one way or the other on revenues or market share. How do you know Split Rock might not have decided on ATM? I don't. However with Kwok on the board I can only assume he influenced the deal. Many carriers are using ATM for their backbones. True, what makes you think YURI's products are ATM backbone devices? They are FAR from it. We're talking ATM CPE and the prospects in this market segment. It's the CPE space that will dictate YURI's future success... not the ATM backbone. "Unproven"? Why do you say that? Yurie has had lots of sales into the U.S. Government space, with great success. Surely, the performance of their products was proven there, no? How about this, taken from Yurie's Web site: " Independent testing by the Naval Research Laboratories has confirmed AQueMan's effectiveness ..... Yes, YURI has done well in the government space. Look at the corporate officers...they're generally ex-government employees. It would be shameful if they didn't succeed in this, their primary target market, off the bat. They now need to grow the business into the private sector. As for the coroporate comment on YURI's web site, that's wonderful stuff... lovely. However, did the government benchmark this product against other competitive offerings? That is the issue I'm bringing up. The point here is STEVE, that YURI MAY indeed have great technology - I'm not discounting that... however I'm tired of hearing folks on the thread talk about how great YURI's technology is without having seen it compared against the alternatives. YURI's technology MAY be great...but when compared against a competitive product it MAY SUCK...we don't know. My opinions in this regard are no better than yours.... until we see actual data - not the corporate fluff posted on YURI's web site... Now Steve goes non-linear.... Does every company buying a Cicso product bother to benchmark, or do you think, as I do, that they just cut a purchase order, because, after all, "It's Cisco! It must be okay!" Yes, but Cisco has been around...it's installed in thousands of networks around the world and therefore...as you said...it must be O.K.. Notwithstanding that there have been a number of independent lab tests verifying Cisco products. Would Splitrock really bet the farm on unproven, unbenchmarked technology? Considering the money involved, that seems like too much of a leap of faith, don't you think? I agree it is a huge leap of faith..but they did it. ;) Given the above-mentioned testing by the Naval Research Laboratories, do you still think it's not ready for prime time? You've gotta get the time line down. I believe the SplitRock deal was done before the Naval testing...which wasn't a benchmark. It looks like all they did was verify the product works. Hey, my washing machine works...it sucks...but it works. If I didn't know there was better washing machines out there I would say that the thing is great. It keeps me from having to do my laundry in the sink. Now as far as YURI's products are concerned, they clearly are ready for prime time now... at least in networks like SplitRocks - which is sizeable. However, it wasn't ready for primetime when the deal was struck. Talk to some of the service folks at YURI...they'll tell you that they had their "growing pains". Now that they're through them they are indeed better off for it. every switch on the network needn't have AQueMan to be able to use it, or take advantage of it. So, in order to fully utilize AQueMan you'll need a leased line. You can't purchase sub-rate ATM. So, since you can't use the ATM infrastrcture what good is it? You don't save on WAN costs or on physical interfaces. You've relegated it to nothing more than an old statistical multiplexer that can also support video. Well, the reason the market moved from stat muxing is because it was WAN cost prohibitive. In any event I find this kind of discussion far more interesting than T/A talk of Dojis, and inverted Englebert Humperdink formations, and so on. I do too smiling