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


To: The Phoenix who wrote (731)3/3/1998 8:11:00 PM
From: SJSharky  Read Replies (1) | Respond to of 1181
 
Gary--

First, let me say that I for one think it's great having a contrarian on the thread. Keeps the bulls in check.

I usually don't comment too much on the technical posts because I really don't know enough about the ATM technology in general to comment. (I'm a CPA; deep technology discussions sometimes confuses me.)

However, I don't understand why its hard to believe that Yurie can grow revenue from Splitrock. Yes, I agree there is a concentration of risk in sales customers as Yuri does sell a large percentage of product to Splitrock. But why is it hard to believe that going forward that Yuri can grow this source of revenue as well as gain new ones with new OEM partnerships/alliances?

Interested in your thoughts...

This customer will need to continue to purchase at an increased rate going forward or YURI will need to find new customers. Let's not lose sight of this...not my pathetic attempt to restate numbers on their annual release.



To: The Phoenix who wrote (731)3/4/1998 2:02:00 PM
From: riposte  Read Replies (3) | Respond to of 1181
 
MEDIAONE, CISCO TO DEVELOP CABLE INTERNETWORKING SERVICES

Interesting press release...

Steve

MediaOne, one of the leading US cable TV providers (formerly US
WEST Media Group), is working with Cisco Systems to develop an
end-to-end broadband infrastructure for Multimedia Cable
Network System (MCNS)-compliant voice, video and data services.
The joint development effort will be based on the Cisco 12012
gigabit switch router (GSR) with Packet over SONET (POS)
interfaces, the Cisco uBR 7246 universal broadband router with
MCNS support, Cisco Directory Services (CDS) and middleware
technologies for configuration, security/key and address
management. MediaOne is a member of the Cisco Powered Network
program. (http://www.cisco.com/warp/public/146/march98/3.html
Cisco Systems, March 3, 1998