Ampex Corp: Digital Storage Message Board

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Technology Stocks : Ampex Corp: Digital Storage

AMPX 13.15

+5.7%

Feb 2 3:59 PM EST

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To: Hal Campbell who wrote (574)	11/15/1996 2:11:00 PM
From: Wayne Umfleet	of 3256

Hal, <<Gotta jump in here with my own quirky take on valuing Ampex.>> Very well put! In a nutshell, you put forth some very good fundamental arguments for investing in AXC. Although I completely agree with your view on Ampex, there are others in the investment community that feel Ampex is still risky. Probably because they are not seeing through the numbers as you have described in your post. However, I do agree with Individual Investor's comment that if KM does bomb, we could see AXC in the $5's, and probably wouldn't see it come back for quite a few months. IMO, that is the only risk in investing in AXC, that there may be a short term over-reaction by the market to negative KM developments. On the other hand, I don't believe we'll ever see anything negative about KM. The question in my mind is how successful will it be; will it get only limited use in inductive head based drives, or will we see developments for a multitude of ways this technology gets used? rgds, --Wayne--

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