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Technology Stocks : Ampex Corp: Digital Storage
AMPX 11.78+11.5%12:10 PM EST

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To: Dave Heibeck who wrote (503)11/5/1996 11:01:00 PM
From: jonggua   of 3256
 
Just read Post #515 in Seagate Tech's column here, has a Business Wire release from some hard disk trade association re: volume shipped in 3Q. Record 27M disk drives shipped in 3Q, accelerating this q too. Also, record 77M so far this year, on track for 110M drives in 96.

Also, an article from Washington Bureau re: "Feud between Industries delays digital TV"
Basically says that Tv industry, which is using 50 YEAR OLD TECHNOLOGY, and computer industry, which was invented 50 years ago and we all know what's happened since then... are fighting each other by proposing vastly different standards for digital tv. Broadcasters want one single standard that the gov't mandates and sets so they can all alike make super clear digital tv's. Computer manufacturers are calling for an open standard so they can change it as tech changes.
Computer man. wants computers with digital tv circuitry. TV wants super powerful tv based on their own self proposed standards. FCC commisioners, including Reed Hunt Chairman, favor a compromise that'd favor computers more, leaving standards more open than tv's want. TV manufacturers want iron clad reliability, computers open ended flexibility.
Hence, the dust is stirred by this catfight, and Ampex twiddles its thumbs, steadily pumping out more and more digital patents. Looks like a long wait for any $ to come of it. Broadcasters say without FCC endorsement of their proposal, TV makers won't make digital sets, broadcasters won't pay $1M per station for new transmission equipment (how much of that would go to axc?) and the 50 year tv industry will disintegrate. ends with "If you don't have a standard, you don't go digital, and if you dont' go digital, you die on the vine."
Maybe we can discuss this for a while to get us off chewing our nails waiting for a KM announcement.
just how does axc stand to profit from digital Tv? Is it solely thru their DCT line? Or is their massive 6.4TB DST going to be necessary?
Would like to hear opinions, if only to keep from dying of boredom waiting for company KM announcement.
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