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Technology Stocks : Ampex Corporation (AEXCA)

AMPX 10.12

-1.8%

Nov 21 9:30 AM EST

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To: john adriaan kolenberg who wrote (9797)	7/3/1999 2:17:00 PM
From: Dave Heibeck	Read Replies (1) of 17679

"We are satisfied that we made the right product choice; the nearest competitor has a perceived time delay of 32 to 33 minutes,which against thirty seconds simply is no choice at all." Everyone is concerned about content. Every internet company is judged on its content. With content comes storage needs. At this point, I believe our storage capacities that have been developed are greater than then need. This is a very temporary situation as the content has become the most important part of ecommerce. When demand catches up with needs, DST is the leader and hopefully will remain so. Ampex is now creating content on its own, and has the best solution for all storage needs. I remain convinced that this portion of the AXC portfolio is underestimated as we await the need and demand to catch up. It is no coincidence that "Video On The Web," in all its forms will drive this need. Have a safe and Happy 4th. See you all Sunday at the fireside chat with fireworks... Does it get any better than this?

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