Aahh...iNEXTV (AXC) The NEXT Thing! Message Board

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Technology Stocks : Aahh...iNEXTV (AXC) The NEXT Thing!

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To: bootsup1 who wrote (3858)	6/3/2001 11:12:31 AM
From: Hal Campbell	Read Replies (1) of 4169

Yeah Boots..the 2 million has to be per quarter or they would be broke already. There is no getting around the fact that this situation is grave .....hope that's descriptive, not literal. I think the sudden drop in ADS sales may have been the last shoe they did not expect to drop (obviously the inventory buildup tells us they did not) - but when you put a division up for sale without any result for so long...and that company sells very high ticket items ....and uncertainty pervades the thoughts of both the workforce and potential customers? Natural result. That "second offer" on ADS must have been quite small. And the patent inclusive one not large enough to justify a slash in the royalty stream. Many missteps and bad breaks. Some unavoidable and unpredictable in this business. My primary bellow of shareholder complaint goes back to the beginning of their venture into this field. The JV money they seek now was the easiest of pickings for an extended time. You don't start growing tulips during a tulip mania without selling a few....you just don't. They didn't choose to sell a one. Now it is fire sale time for anything and everything, and they may be forced to pawn the family jewels. On the dark side, and this situation is quite serious, I do not see how the price can hold here.But institutional investors are pretty much stuck,they can't get out....not enough volume. Many of the longs are probably fatalistic - they won't get out. At some point more gamblers will step to the plate perhaps.For awhile anyway. On the hopeful side, given the potential of streaming media 100 million or less is really not that much money in corporate terms IF Ampex can convince anyone anywhere they have something unique to bring to the party to come. It looks to me like they do, but I am not the one who will make that call.

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