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Technology Stocks : Ampex/iNEXTV.com (AXC)
AMPX 14.09+14.6%Oct 31 9:30 AM EST
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To: Amboy Charlie who started this subject5/28/2001 1:09:02 PM
From: Hal Campbell   of 69
 
Have perused alot of streaming. There is a ton of competition out there even after the shakeout...so AXC is not the only streamer dreamer on the block, but most are subsets of much larger players. I have yet to see streams as good for a given bandwidth as most of iNEXTV's. If the tech edge holds...it has already held longer then EB originally expected ...we have a good shot someday. When ITG is patented ...if it is...and when more advertising money flows into streaming...and it will.....licensing alone could be very valuable. But all very iffy in the perpetually shifting tech sands ( Gus' phrase long ago).

One OT comment. All the talk soon to be prevalent of this years' Laker team being the best ever ( boy perceptions change rapidly in sports....2 months ago..like many 60s Celtics teams..they weren't even favorites in the playoffs) led me to compare and contrast several historical NBA teams...I think there are several that would have usually beaten this team in a 7 game series.
That pleasant research would have taken well over an hour with my old connection...did it in under 5 minutes with broadband. So a revolution is acoming...the eventual winners will win big..just hard to say who and when. What will become a commodity and what will be at a premium is the key.
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