continued from earlier. AOL from 10/22 to 10/23...
Subj: Re:3rd Quarter Earnings $.07
Date: 96-10-22 00:33:40 EST
From: ASOngYiu
ACSM:
I share HPhill's curiousity. Why do you think the 3Q96 number of $0.07, or
$0.10 after
backing out one time charges and credits, is lousy? First Call had a mean
estimate
of $0.06, which was revised from $0.07 in the last 90 days.
If you look beyond the expectedly bad year-to-year comps, you'll find that
storage sales
are growing at a healthy rate, even making up for what AMPEX forewarned was
the historically
slow quarter for instrumentation sales, as follows:
"Sales of 19 millimeter data storage and instrumentation products
more than doubled between comparable quarterly periods and offset
declines in sales of other instrumentation recorders and of
professional television and television aftermarket products. "
Thanks for responding.
Gus
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Subj: Re:3rd Quarter Earnings $.07
Date: 96-10-22 00:45:27 EST
From: Veetoh
I look at it a little different. Expenses increased due to $.06 for
litigation expense and it is $.01
for moving expense for a total of $.07 and $.07 + $.07 = $.14.
Royalty income is classified as non recurring and when they do produce income
should be
regarded as "gravy".If they hadnt moved or filed a lawsuit it should be $.14
which should be
looked at as the "meat and potatoes" . If the litigation results in income
then it is good. If not
then AXC lost $.06 a share.
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Subj: Re:211
Date: 96-10-22 01:52:00 EST
From: Cablcarhpr
Prop.211 is a securities lawyrs license to steal from management as well as
shareholders. I have received many notices informing me that I was party some
suit I knew nothing about because the stock went down and after receiving my
share of the claim discovered that my check was worth 1/10th of the lawyers
cut. I had 2000 shares of Genentech, sold at a loss and got back $95 out of a
$5,000 loss. The lawyers retained the difference. True story! The company
lost millions, the shareholders gained nothing and the lawyers got rich! It's
legalized embezzlement! If you are a shareholder you should vote against
Prop. 211!!!!!! After Genentech I stopped responding to these notices.
=============================================================
Subj: Re:3rd Quarter Earnings $.07
Date: 96-10-22 08:09:55 EST
From: Acsm
Thank you for helping me feel better...now we'll see if Wall Street agrees
with our view!
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Subj: earnings
Date: 96-10-22 08:16:57 EST
From: SUNHOST
When you take all credits and debits for non-recurring items, what emerges
is fast-rising DST and RSI sales and double earnings compared to the 9 months
for last year. It shows that Bramson has a tight rein on expenses and is
extremely well focused. Looks great to me!
=============================================================
Subj: Earnings
Date: 96-10-22 09:40:38 EST
From: VMAXXXXX
Looks like the street likes what it sees so far.....
=============================================================
Subj: Re:Earnings
Date: 96-10-22 11:45:28 EST
From: Jaxb52
AXC has an approximate market cap of 3 x sales, while IBM has a ratio of 1
and MSFT has ratio of 7. May not be relevant, but if Keeperer materializes as
a winner on the market (i.e., doubling of sales with at least proportionate
earnings growth) I could see the market cap rising up to 7 times sales for a
target price of $30.
On the other hand, with the absolute lack of information on the true
prospects for Keeperer, I again ask the question: What is it that I don't
know?? Is the above optimistic calculation based on fantasy or a fair
probability of Keeperer gaining a strong position in the market? Or, is the
pessimistic potential (no Keeperer and market cap factor akin to IBM) of $2
per share price more likely? Since I can't answer that question for myself, I
must admit that my large position in AXC is a true speculation. Anybody have
evidence (in addition to AXC hiring marketing force for Keeperer) that would
make my "speculation" more prudent?
=============================================================
Subj: Transitional Year
Date: 96-10-22 13:43:12 EST
From: H102548
One AXC stockholders viewpoint. Really hasn't changed much in the last year
and a half. Earnings seem fine to me. Right on course. The company would seem
to be giving close, conservative guidance to the couple of analysts covering
it.
This is a transitional year. Moving to smaller facilities. Starting to
hire again. The flagship DST 810 starting to ship in the fourth quarter. The
market for visual storage just starting to emerge. Virtual disk software
support for the 810 available in '97. Broadens potential applications, and
highlights the 810's size and cost advantages over RAID systems.
Due to the excellence of the 810 ... in my opinion ... AXC will begin to
grab market share on new ground in '97 ..... will start to cook in '98. I'd
feel foolish selling a stock that is trudging along, when soon it will begin
to dance.
Snoozing through '98 on Ampex, unless keepered media slaps me awake on
some unexpected pinnacle.That'd be a fine way to wake up.
=============================================================
Subj: Earnings out
of the way
Date: 96-10-22 15:18:33 EST
From: Brooke295
The stock probably drifted lower the last 10 days because no one wanted to be
caught long in the event of a bad earnings surprise. I was under the
impression that earnings were to be announced Oct 30th.....anyway, with
earnings on target and "out of the way" for now, the focus should be on a
possible deal with the keepering technology. Individual Investor anticipates
an announcement by year end......this should move the stock higher in the
near term. If Oct 30 was the date for earnings to be announced, could it be
possible that they were announced early because of a pending keepering
deal??
=============================================================
Subj: Re:Optimistic Info
Date: 96-10-22 20:49:28 EST
From: MQUAD
Computer World Newsweekly
pg 49 - Under Briefs
IBM STORES IT
IBM is making a $380 million investment in its storage division to increase
production of
magnetoresistive recording (MR) heads for disk drives. IBM wants to sell MR
heads to OEMs by the end of the year. the recording device disk drive storage
capacity.
Individual Investor - Magic 25 - states that a third Co has signed a non
disclosed agreement regarding KM.
Please anyone is there any possible connection between IBM AND AXC. There has
been numerous articles RE: STORAGE TECHNOLOGY in Computer World, none have
mentioned AXC. Do the disk drive heads have anything to do with KM??? Lets
all work together to make sense of this Company.
=============================================================
Subj: Re:Optimistic Info
Date: 96-10-22 21:07:06 EST
From: MQUAD
Found this in a news release under Legato Inc.
News release as of 10/22/96. Ampex is ready to go. Hold on. I will continue
to put together any information possible .
***Companies who need to transfer massive amounts of data in as short a time
span as possible can now take full advantage of the highest speed storage
devices using Legato's optional High Speed Device Support Module for
NetWorker for Solaris or AIX. The module provides the necessary support for
attaching an AMPEX DST-310, DST-410, IBM 3590 with Magstar or Sony DTF to a
NetWorker server.
The enhanced performance of these devices is 9-18 MB/sec. and NetWorker's
parallelism feature provides the ability to use these drives at their
maximum speed.
"Finally we are able to address the near-crisis need to back up massive
amounts of data in a shrinking backup window. With databases doubling in
size every two years, customers are facing a real data management dilemma.
NetWorker coupled with Ampex's high capacity, high performance DST tape
drives can deliver "virtual disk" performance to demanding customers. Now
regularly scheduled full backups at a rate of better than 11MB/sec. per
drive are possible, and lightning fast restores are a reality.
"Using a server such as Sun's ULTRASPARC 4000 with one or more DST drives
will yield astounding results. Speeds up to 19.2 MB/sec. were easily
achieved with two drives, and better than 22MB/sec. obtained when
configured with high performance disk arrays. That's half a terabyte in six
hours and a full terabyte in six hours when configured with four drives.
Amazing!" said Linda Sarles, vice president sales and marketing, Ampex
Corporation.
GO AMPEX GO AMPEX GO AMPEX GO AMPEX GO AMPEX
=============================================================
Subj: Re:Optimistic
Info
Date: 96-10-22 21:08:04 EST
From: MQUAD
This information was released RE: Legato, Inc.
Companies who need to transfer massive amounts of data in as short a time
span as possible can now take full advantage of the highest speed storage
devices using Legato's optional High Speed Device Support Module for
NetWorker for Solaris or AIX. The module provides the necessary support for
attaching an AMPEX DST-310, DST-410, IBM 3590 with Magstar or Sony DTF to a
NetWorker server.
The enhanced performance of these devices is 9-18 MB/sec. and NetWorker's
parallelism feature provides the ability to use these drives at their
maximum speed.
"Finally we are able to address the near-crisis need to back up massive
amounts of data in a shrinking backup window. With databases doubling in
size every two years, customers are facing a real data management dilemma.
NetWorker coupled with Ampex's high capacity, high performance DST tape
drives can deliver "virtual disk" performance to demanding customers. Now
regularly scheduled full backups at a rate of better than 11MB/sec. per
drive are possible, and lightning fast restores are a reality.
"Using a server such as Sun's ULTRASPARC 4000 with one or more DST drives
will yield astounding results. Speeds up to 19.2 MB/sec. were easily
achieved with two drives, and better than 22MB/sec. obtained when
configured with high performance disk arrays. That's half a terabyte in six
hours and a full terabyte in six hours when configured with four drives.
Amazing!" said Linda Sarles, vice president sales and marketing, Ampex
Corporation.
=============================================================
Subj: Re:AMPEX Mentioned in news
Date: 96-10-22 21:14:25 EST
From: MQUAD
BOULDER, Colo.--(BUSINESS WIRE)--Oct. 16, 1996--
Alexandria delivers complete StorageTek Silo support
Spectra Logic announced today its Alexandria backup software was selected by
Abbey National for their backup requirements.
Alexandria was chosen because of its comprehensive support for all
StorageTek Silos through ACSLS (Automated Control Software Library System).
This ability allows Abbey National to leverage their current mainframe
investments while allowing UNIX platforms the ability to backup Terabytes of
data to their Silo storage systems.
"We are completely satisfied with Alexandria's support of our StorageTek
Silo environment," commented Chris Naylor, Manager of Operations Support for
Abbey National Bank, the United Kingdom's 3rd largest. "We were also
impressed with Spectra Logic's responsiveness and on-site support provided to
us during the installation process."
This turnkey solution by Pyramid and Spectra Logic provides complete UNIX
backup for Abbey National's 10 Silos. Running across a wide range of UNIX
platforms, including 4 Nile 150s from Pyramid Technology, Alexandria will be
utilized to back up Terabytes of data across all UNIX platforms on a daily
basis.
Combining Alexandria with StorageTek silos offers many advantages: in
addition to datacenters leveraging their current mainframe investment by
allowing UNIX platforms the ability to backup to Silos, Alexandria provides
complete lights-out automation, fault tolerance, reliability and
high-performance.
Alexandria allows either SCSI or ESCON connectivity to Silo systems, as well
as share a Silo system within an IBM mainframe environment. Supported
StorageTek Silo platforms include the ACS 4400, PowerHorn, Extended Store
and WolfCreek.
"StorageTek users can now receive complete support for their Silos in a
single software solution," said Nathan C. Thompson, chairman and CEO of
Spectra Logic. "Datacenter customers can exploit the power and scaleability
of Alexandria to manage their entire storage silos with complete
automation."
This announcement follows closely on the heels of other recent
announcements, including support by Alexandria for all Redwood and
TimberWolf 9710/9714 library products, EMASS libraries, IBM 3494 support,
DLT 7000 support, support for Oracle's Enterprise Backup Utility (EBU) and
the milestone Alexandria 3.50 release.
In addition to providing support for STK products, Alexandria supports a
comprehensive list of tape and optical products from ADIC, Ampex, ATL, Breece
Hill, Exabyte, Hewlett Packard, IBM, Metrum, Mountain Gate, Quantum, Sony,
Spectra Logic and others.
0Alexandria also provides industry-leading support across the widest set of
UNIX platforms, including AT&T/GIS, Auspex, Bull, DEC, DG AViiON, HP, IBM
RS/6000, IBM SP, ICL, Motorola, NCR, Pyramid, SCO, Sequent, SGI, Stratus, Sun
SPARC and UNISYS.
Since 1979, Spectra Logic has served as a premier developer of backup
software, tape library hardware and librarian software. The Boulder-based
computer storage company manufactures a variety of high-performance data
storage products for a broad range of platforms. More information on the
company can be found on the Internet at spectralogic.com.
Pyramid Technology, a Siemens Nixdorf Company, is a leading provider of
scaleable enterprise servers delivering the industry's most complete range
of UNIX solutions from the desktop to the data centre. Together with parent
company, Siemens Nixdorf Informations Systeme AG, the companies have a
presence in 58 countries and more than 130,000 UNIX system installations
worldwide. Pyramid and Siemens Nixdorf's combined mid-range systems
operations represent more than $1.9 billion in sales worldwide and make the
combined company one of the largest providers of systems in the commercial
UNIX server market. Pyramid provides premier strategic services for
business-critical environments complemented by a full suite of pSubj:
Re:Optimistic Info
Date: 96-10-22 23:31:49 EST
From: H102548
To be honest, I consider the MQUAD's IBM news release, citing a 380 million
investment in MR head production, to be extremely negative news. Keepered
platters do not enhance MR heads. Not yet anyway. I'll be happy but astounded
if AXC gets sizable KM contracts this year. Sure hope I'm wrong.
=============================================================
Subj:
Re:Earnings out of the way
Date: 96-10-22 23:32:25 EST
From: HPhill
I noticed that it came out extremely late in the day. I was expecting
earnings on the 30th also. I don't know but they may have come out with it
early because they knew it was good and wanted to bouy up the price. Could
be in case a keepering deal may not come through so give the stock a boost
while they can! But, maybe its taking a little longer to negotiate. If a
third company is looking at keepering then it may have stalled ongoing
negotiations and even news of stalled negotiations could hurt the stock
price. Subj: Re:Optimistic Info
Date: 96-10-22 23:37:39 EST
From: HPhill
I belive that IBM was one of the first two companies to sign a nondisclosure
agreement. A technical publication that someone copied on this board stated
that at least on one test the keepered platters were made by IBM! Also IBM
is supposedly the only company trying keepered media on MR heads. At present
they have had luck with MR and KM, but only with the heads in contact with
the platter. That may pose a problem with durability depending on how hard
the keepered film layer is.Subj: Re:Optimistic Info
Date: 96-10-23 01:25:04 EST
From: H102548
HPhill, I know that AXC contracted with IBM for sample media - IBM wears many
hats as a company - but my reading of the second quarter 10Q and of Ampex's
homepage job description for a KM seller seems to put KM and MR technologies
directly at odds for now. I most sincerely hope you are correct. Wouldn't
want AXC to end up selling their thin film patents to Consumer Reports for
the testing of bathtub cleansers. Very long AXC in either case!Subj:
Re:Optimistic Info
Date: 96-10-23 07:10:14 EST
From: ThfOfHrts
WELCOME BACK H102548, we missed your presence on this board...Im anxious to
see where we open today, I don't think the earnings news alone was
responsible for the increase in volume and movement in the price
yesterday...Here's to hoping we finally see some results..
Lisa
=============================================================
Subj: Re:Optimistic Info
Date: 96-10-23 15:16:24 EST
From: JLate34188
Tomorrow Charles Haggerty, C.E.O. Western Digital will be taking questions
about his company on squawk@cnbc.com. Maybe if enough people inquired about
testing of KM we might get some info or at least some exposure.
=============================================================
Subj:
Re:Optimistic Info
Date: 96-10-23 18:19:09 EST
From: MQUAD
Yesterday I search the WWW to find additional information about AXC. I went
inyo the previously disclosed company employment section to investigate the
hiring of KM personnel. As I searched I found different investment forums all
promoting AXC. I feel empowered that everyone was extremely bullish on the
stock. Although I remain a skeptic until the stock reaches its full
potential. These guys on theWWW were talking about values in the upper to mid
30's as the ultimate case senerio unfolds. WOW!!! What is the hold up and
when are the big hitters coming in again. Subj: Re:Optimistic Info
Date: 96-10-23 19:51:29 EST
From: HPhill
I don't know if Ampex paid for the sample media but I think the report stated
that they had marginal success for MR heads on KM in contact mode. I thought
IBM was a partner in the testing.
=============================================================
Subj: Re:Optimistic Info
Date: 96-10-23 19:54:48 EST
From: HPhill
What sites were you getting those posts from?
=============================================================
Subj: Re:Optimistic Info
Date: 96-10-23 20:06:33 EST
From: CARDS080
i dont want to start a rumor, but i will state what was told to me. someone
in ampex's R&D dept. when asked about a pending keepered contract said that
they were under the impression at the company that a contract was already
signed, or being signed as i post this. again, i do not want to start a
rumor, however, i did here this today and wanted to share this with everyone.
waiting for an announcement....cards
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Subj: Re:Early Earnings
Date: 96-10-23 22:06:16 EST
From: Brooke295
Boy..........the previous post would substantiate my theory of the early
earnings announcement because of bigger news on the way!! This could be
fun.........!! |
