More guessing and some facts.
I remember that one of the roles stated for iNEXTV was to bring the affiliates up to iNEXTV "standards" - however, we must wait for what this is to be. Also, in a fireside chat, I asked Dave Gardy if he had yet received any Ampex or MicroNet equipment. To paraphrase his answer, "No, but he would be needing it[equipment] soon.."
I'm guessing that the iNEXTV production group have their own agenda and timetable and do not feel compelled to disclose it at this time. Both reasons suggested earlier, for flexibility and for competitive reasons, sound good enough for me.
From today's post regarding the reference to DMNews, two paragraphs really stood out for me:
"Advertisements will either be addressable video streams or banner ads. The company is not releasing its rates to prospective advertisers until they have completed additional research. Sponsorship will range from ownership of a particular site to ownership by several advertisers.
"We are being deliberately vague with our rate card," Stetson said. "Right now we are approaching potential advertisers and asking them if they would allocate a small piece of their media budget to our sites." "
(For the full detail, see:
messages.yahoo.com
&sid=7077465&mid=20801
What this means to me is that we are all very early in the Ampex re-generation life cycle. While some important revenues can come from the TVoW styled arrangements, (sponsorship and shared advert revenues) the potential for an Internet Advertising service and syndicated Advertising productions by Ampex is huge (IMO).
With the alleged "only production studio built for the Internet," and the host of Advertising and Media talent on board, I'm speculating (I rarely do that) that Ampex may have a heads up lead in this innovative and potentially revenue lucrative sense.
However, the quote above only indicates test market status and a non-disclosed rate card. Again more problems for assessment and valuation.
While I am confident that Ampex and iNEXTV in particular is working ever so diligently to build long term shareholder value, it is clear to me that, for many, this build will not be in a time frame sufficient for their investment return.
This is unfortunate for us all. For those with a shorter term orientation, there is every incentive to sell at current depressed prices. For those with a longer term orientation, these short term volatility swings are further trying on patience and networth projections.
Ed Perry |
