SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ampex Corp: Digital Storage
AMPX 11.01+3.2%10:10 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: papa bear who wrote (2778)5/5/1997 12:11:00 AM
From: jonggua   of 3256
 
In looking over the 10Q, of course KM is the real attention getter, but also the drastic continued decline in tv products is another theme that seems will contribute to flat at least product earnings. However, the real 3rd leg of the story was the repeated reference to AXC's burgeoning royalty stream outlook. This is what hasn't been real discussed here much, the fact that they're getting much more aggressive, or at least contemplating such action, on many different patent fronts. It seems earnings this year will almost solely come from patents, but with the exciting forward outlook that they seem to be just getting going in tapping into their patent portfolio that has been used w/o payment. See a LOT of upside for much much higher future royalties sprinkled thru out the 10Q!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News