Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: SJSharky who wrote (732)	3/5/1998 11:06:00 AM
From: The Phoenix	Respond to of 1181

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? This is a point many on this thread appear to struggle with. I think mostly because folks want to take my comments too literally. I don't think I said that YURI will not be able to do this. I simply said that this was a significant challenge. SplitRock should grow and add capacity (altough to be honest I'm not that plugged in to what they're doing) but I don't think they'll do this at the market growth rate. So in order for YURI to simply maintain market share they'll need to grow their business with other customer FASTER than the market. AND, they'll need to do this in the face of new competition that wasn't around last year. MY POINT: This is a huge challenge for a small company that relies mainly on OEM's for distribution. Gary