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

To: The Phoenix who wrote (803)	3/11/1998 7:54:00 PM
From: Teknvstr	Read Replies (2) \| Respond to of 1181

<<If you looked at my profile you'd notice I went long on NN after they slammed to the ground and bought at 20. However, I'm not a fool, I'll be out by 27-28.>> Gary, Actually, you MAY look like a fool if NN goes back to 60. You know Cisco back in '94 went from 12 down to 4 (adjusted for splits), and how foolish do the people look who sold at 6? Newbridge's chart is shaping up quite nicely. This is what's known as a "turn-around" situation. There's nothing wrong with your strategy of taking a nice percentage gain quickly. But there's nothing wrong with being a longer term holder who's willing to ride the thing thru the short term ups and downs to higher levels. You shouldn't call somebody a dufus because their strategy is different from yours. I just attended a conference...the BT Alex. Brown Communications Technology Summit in New York....and I must say that the discussion that you've (Gary) been having with many of us regarding IP vs. ATM was THE HOT TOPIC of discussion at this conference....especially as it relates to doing voice over IP. I came away with the feeling that the industry is rather polarized about this issue, with the upstarts strongly on the side of IP, and the established ATM guys, obviously on the ATM side. It does seem that the QoS issue favors ATM right now, and that IP is still a fairly long way away from having the lack of latency and packet loss necessary to give users the degree of confidence they need to deploy on a large scale. Best (optimistic) estimates I saw were that IP may be as much as 15% of long distance calls by 2005 (that's actually a lot of business). It is now available for those for whom cheapness is the issue rather than quality or dependability of service. You are right about the degree of resources being dedicated right now to developing the quality necessary for larger scale acceptance by the end user. IP is the technology that many are making their beds with...and it's coming, but it is a much longer way off than I would have believed from reading your posts. It also is clear that applications like Video just don't do well when compressed (IP). There will be a place for both of these technologies for quite some time in my opinion. At the very least, I can confidently say that Yuri is in no danger of the ATM business going "Out of Business" anytime soon. So Gary, while you definitely do know what you are talking about, and your knowledge is extremely current, as one would expect from an industry participant I am feeling a little better about the near term demand for ATM access concentrators. In any event, I'm not betting on Yurie to be the next Cisco...I just think that it's days away from a short squeeze. I can SEE the supply drying up in this stock. So you should probably be on your "I Like it in the short term" schpiel now and switch to your "They're not a going concern in 3 years!" schpiel....Tek