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

To: Hugh Johnson who wrote (790)	3/10/1998 10:08:00 PM
From: JPM	Read Replies (2) \| Respond to of 1181

When are earnings due out? Anyone?

To: Hugh Johnson who wrote (790)	3/11/1998 9:18:00 AM
From: riposte	Respond to of 1181

Yurie Certification This is old (February 10, 1997), but I think it (re) addresses the issue of acceptance of Yurie's access concentrator product. I don't believe that Mr. Kwok is a majority shareholder of AT&T ;) Steve FOR RELEASE MONDAY, FEBRUARY 10, 1997 Yurie LDR200 certified for AT&T InterSpan ATM service compatibility LANHAM, Md. -- AT&T has certified Yurie Systems, Inc.'s LDR200 ATM Access Concentrator in compatibility testing with the carrier's InterSpanr ATM service. After testing in its labs, AT&T found Yurie's LDR200 compliant with the AT&T InterSpan ATM UNI Service Interface Specifications for Data Connectivity and ILMI. The LDR200 also proved compliant with DS3 interface. "Yurie Systems is committed to providing reliable and cost-effective solutions to our customers' communications challenges, and interoperability is central to those solutions," explains Bart Shigemura, Yurie's Senior VP of Sales and Marketing. "AT&T InterSpan certification is an important step inproviding reliable access to the services our customers need." The tests of Yurie's equipment are part of the overall AT&T Test Program for assessing the compatibility of customer premises equipment (CPE) with AT&T services. Yurie's LDR200 will now be included on AT&T's CPE Compatibility List for InterSpan ATM Service. Yurie Systems, Inc. designs, manufactures, markets, and services ATM WAN access equipment for telecommunications service providers and corporate and government end users. Yurie shipped its first ATM access product, the LDR100T in February 1995. The LDR200 was released in September of last year. The company made its initial public offering last week, issuing 4,000,000 shares, and is listed on Nasdaq. For more information on Yurie Systems, call 301-352-4600 or visit the company's website at yurie.com.

To: Hugh Johnson who wrote (790)	3/11/1998 2:36:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 1181

Hugh It's obvious that the "big boys" with the exception of LU and CSCO (perhaps BAY) are having tremendous difficulties executing. NN is such a loser, I wonder how long they'll be in business. I appreciate your opinion. Just a couple of quick points. ASND (sahara) has had bigger fish to fry (CSCC). 3Com (Onstream), hey 3Com is just getting traction now....the Totalcontrol product line looks very good and they're doing a good job marketing it. Cisco on the other hand is just entering the market - so I'm puzzled that you believe Cisco is doing well in the ATM CPE space. NN and FORE...we agree, but unlike FORE I wouldn't underestimate NN's desire to get back on track. Mathews is a very aggressive individual. AND, don't forget about NT... "YURI is priced out of market." I know you didn't think highly of Mr. Stix's report, but he did cite that ADCT had tried to aggressively price their product to capture market share, and failed. They have since backed off this strategy. We did a quick but fairly thourogh evaluation of the products and price points in the ATM CPE market. YURI (at list price) is about 3 x the price of 3Com, ADC, and ASND...even more expensive than NT's Passport 30 - a true ATM switch!!! As for Cisco's first foray into ATM CPE - the 3810, it's priced at about 1/6th of a YURI platform albeit with fewer features. Question is, will YURI react to pricing erosion in this market or not. You're not saying that there will be no pricing erosion, are you? BTW: ADC product is so old it's not a surprise that they had problems maintaining their position. However, they just announced their second generation products.... hmmmmmmm "No direct sales strategy (margin issue?)." YURI needs to decide whether they will sell predominantly direct and build this model out or through OEM's. They appear to be taking the OEM approach. For OEM's to compete they'll need deeper discounts than YURI would typically offer end users. This will effect margins. The larger percentage of sales through OEMs, the slimmer the margins. Is this difficult to understand? "LU is OEMing a number of access products - not just YURI's." I think you're dead wrong on this one. Nope, check into it. They've got Nuera, NT, and Cisco equipment. Perhaps other equipment as well. "Splitrock. seems like a shell game to provide more comfort to investors." We've all heard you say this ad infinitum. You have gone out of your way, including distorting numbers Hey dude!... watch it!... This was an honest mistake I made once and admited to. Don't be a jerk. At least I admit it when I make a mistake...unlike some , to hammer this issue. Shipments from YURI to BAY and ERICY that are destined to Splitrock are counted as Splitrock sales. YURI is hiding nothing. I suggest you ask YURI directly about this issue, because your suggestion of fraud is speculative and doesn't appear to be researched. Yes indeedy... you folks like to talk about SpliltRock, so I continue to be pulled into it. Now, you really believe that YURI's OEM's report to YURI what percentage of products they've sold are going to SplitRock do you. Don't make me laugh.... I suggest you take a business 101 class - not telling where sales are going is not fraud. Oh, yeah, call YURI...they'll tell you who all their customers are and what percentage of sales go to each one... Don't be so naive. As was mentioned by a long on this thread weeks ago, YURI is in this game for the money. The money comes from investors and increased stock valuation. Having a large percentage of sales going to one customer helps to hold down this valuation. They will "hide" what they legally can. Up to now they have had to protect their interests by informing investors that sales are heavily weighted to one account. This is material. Spreading the sales to this one account to several OEM's is a way to avoid this issue. OEM's don't have to tell YURI where sales are going and YURI can end the practice of reporting sales for this one end user. This will definitely help valuations. HUGH, as for my being long... I am, but I try to look at all the issues both bad and good. YURI has a good franchise which they could do some great things with. Question is, will they execute given the market. My comments are intended to suggest that they currently are not. Given the status quo they'll have another couple of good quarters then that'll be it..unless they make some changes now...changes which I've also mentioned too many times. The other alternative is to sell the company before end of 98 because by this time next year the valuation will be below 20 - agian assuming they continue on the current path. Good luck! Gary