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Technology Stocks : Ampex/iNEXTV.com (AXC)
AMPX 13.83+12.5%2:27 PM EDT
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To: Amboy Charlie who wrote (43)6/12/2001 10:09:25 AM
From: Hal Campbell  Read Replies (1) of 69
 
<< Looks like we're going down again. >>

I do not say this to be an alarmist, Charlie ....fatalistically holding here myself.There is a informal network of brokers that is familiar with AXC, and not unsympathetic(my cousin is one), but they can read Qs and Ks and see the trend of numbers too. And those documents are their primary point of contact. Survival IS in extremely serious question. One they have to deal with decisively , or the direction will remain down.

All the apparent streaming excellence and syndication progress are wonderful, but to rate it now might be likened to a high score for a difficult dive when there may be no water in the pool below.

Do we exaggerate the present value of their assets? Very possibly. Hard to know right now. If we do, there is little Bramson can do. If we do not, then they have options that may be able to raise anywhere from perhaps 70 to 100 million dollars ... but then their entire future would hinge upon the future of the streaming business- and in my opinion they DO stream more cost effectively than anyone esle out there. Boom or absolute bust.

That said, if they can address survival decisively, a true turn northward with the price could be lasting and extremely dynamic. Any move up absent the survival fundamentals will be a sucker's rally only. - I say that as a very long standing (over 6 years) AXC sucker myself.
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