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Technology Stocks : Ampex Corporation (AEXCA)
AMPX 11.32+4.7%Nov 28 9:30 AM EST

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To: Sal Davis who wrote (2957)7/10/1998 12:26:00 PM
From: Swamp Fox  Read Replies (1) of 17679
 
Sal, its great to see you getting the image of "Cousin Eddie" and "Numbers McKibben" growth plan if the not the people themselves.

<<While I have not been overly fond of Eddie the Eagle, I beleive that what we are seeing unfold very slowly is the nuturing of the niche leadership roles into market leadership roles.>>

I have one question, what niche leadership besides Entertainment do you see? Would you agree on telecommunications, network, corporate and goverment also?

On another comparissons,

The Job market is so hot for technical computer people, semi-skilled people, people who have taken courses on computer programming etc. that when Ampex does go on-line with Web hosting Video they can get paid big service $$$$. Ampex already "owns" the KNOW-HOW, their equipment is top-of-line/world class leader, they are the "Coke" brand for video & audio. Ampex clients will need get their product "image" "advertising" to market and can not afford 2nd best.

Once we get past the earnings for 2nd quarter, the 10Q for 2nd quarter, then the acquistion anouncement of a Web Posting company will move the stock to higher basing point of ??? 5? 6? 7?, what price is "Yahoo!" at now?

Swamp Fox.
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