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Technology Stocks : Ampex Corporation (AEXCA)

AMPX 8.540

-2.0%

Dec 24 12:59 PM EST

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To: Gus who wrote (4270)	1/2/1999 11:57:00 AM
From: Hal Campbell	Read Replies (2) of 17679

Excellent overview, Gus. As always. <<1999 has a distinct "river meets the sea" look and feel to it. Strong cross-currents, undercurrents, debris, etc>> Doesn't it? Well said. Having recently increased my stake, I admit to have reverted to gambling here. For several reasons, the riskiest investment I have ever made. My guess, in cash flow terms, is that with any continued decline in revenues AXC has maybe a year and a half to keep burning their actual cash ...after that they would be operating on their still substantial borrowed funds. Of course in the meantime ....if in these last few years they have been working on concepts and projects beyond KM and 19mm and the lawsuit - as they have hinted several times - and if those plans are finally revealed and catch the fancy of the market? Well quite an upside could be achieved independently of profits and immediate cash flow. Dreaming of the latter when the silence finally ends. It'll take more than another acquisition to achieve that. Will take some clearly defined plans, or better yet ( my hope) some striking deals already struck. When the silence ends. It will won't it? <g>

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