Ampex Corporation (AEXCA) Message Board

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Technology Stocks : Ampex Corporation (AEXCA)

AMPX 11.28

-3.8%

Nov 14 9:30 AM EST

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To: Carl R. who wrote (4091)	12/17/1998 11:39:00 PM
From: Hal Campbell	Read Replies (1) of 17679

Stock at 15/16. The minuses we know. Negative cash flow from operations for awhile now. Multiyear fairly dramatic revenue decline. 2 strike outs ( thus far) in very expensive swings at the fences. Credible evidence of management misjudgment in several instances ....management sluggishness in others. Boutique markets ( also thus far). Heavy debt load relative to revenues. Terrible rep on the street ( thus far once again- for those who even remember they exist). Somewhat puzzling decrease in DCR revenues. TV aftermarket headed to 0 .....has a ways to go still. Positives? The name - a definite untapped plus. Their 19 mm helical scan line - refined beautifully. Best commercially available. Markets may be coming their way a little. New MicroNet product- potential there. Imagio - perhaps part of what they need ...have always needed. New connections at the least. Very thrifty and nifty on the financial side of managing. Likely able to creatively stave off disaster for a very long time if necessary. Know how to buy time - important in a penny stock. The patents ...still largely undeveloped. Nice recent pop in ongoing royalty stream. Potential. And of course ( my guesses not unlike the others), the possibility that they will bring the finest tech ( as Ed mentioned) to a holding company website and put that tech and their patents and the location and funding at the service of a variety of very young companies addressing the web....along with perhaps some substantial larger allies. They might well be buying fresh ideas and minds rather than full blown companies in the usual sense. If that is the case what I personally like about the approach is its potential flexibility. What works can be spun...what doesn't can be dropped. Nice blend of AXC's technical and financial strengths and resources and name with new minds to develop patents ...new ideas for usage of the tech and hosts. Interesting potential structure for a business plan. The goal perhaps to someday be the " Thermo Electron" of net stocks. Await actual details eagerly. Will sure take time to unfold though. The saga continues........ ( unfortunately da pain does too..... hey...who hid my analgesic samples?!? <g> )

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