Ampex Corporation (AEXCA) Message Board

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Technology Stocks : Ampex Corporation (AEXCA)

AMPX 12.73

+13.1%

Nov 7 9:30 AM EST

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To: John Rowe who wrote (2892)	6/27/1998 3:39:00 PM
From: Hal Campbell	Read Replies (1) of 17679

<<RE speculation on disc-based product, with razor-thin margins of late, I hope it is a real attention-getter, or we may languish at $2 for a long, long time. >> John, I think things are a little better in the NAS arena. I am curious about the heads they may use...the possibility of KM. Would mean they would have to outsource customization of everything ..... I do not believe MicroNet manufactures their own stuff.... which initially would be mighty expensive, but in the long run KM is a margin expander. Obviously I have no idea what exactly they plan ...but it will be interesting. Maybe some of the money will go to expand their Colorado manufacturing facilities......though alot of capacity in Asia now is fallow. And for all of its woes, there has been one constant for AXC - all of its products are excellent. So I do expect this one to be excellent too ...and this time certainly aimed at a burgeoning market rather than a stagnant one. Over the next year , I personally do not believe the stock will languish. In my opinion, Either up or down. Expecting up here ...which is why I continue to hang on.

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