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

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To: killybegs who wrote (3904)6/8/2001 1:20:44 PM
From: Ed Perry   of 4169
 
A timely article. The gist seems to be that, IF , Ampex can reasonably expect to raise
at most 25MM JC VC capital.

Also, the winning model looks like the mininal cost one. Much less than 50 employees and
concentrated in iNEXTV NYC maybe also iNEXTV LA. That's all. No more nothing else.

AXC's plus is it's technology advantage. Can ITG be successfully leveraged either in
attracting capital or in producing revenue streams? That's the big question.

ADS and ALL other non ITG patents must go. IMO, given the debt load, ADS and
the royalty income stream is a lost business.

With a small asset base, costs of less than 8MM/yr would prevail. Profitable or not,
a small entity such as it would be would be ripe to be acquired or merged. For a
large player, it would make economic sense to buy the technology and the
know-how and then be able to jump right in to the streaming business.
Here, everybody would win.

Ed Perry
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