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Technology Stocks : Ampex Corporation (AEXCA)

AMPX 8.335

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1:21 PM EST

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To: flickerful who wrote (5679)	2/22/1999 12:55:00 PM
From: B. A. Marlow	Read Replies (2) of 17679

Where'd you find this FasTV piece, flick? (CC: Dave G.) Looks like it ran in "Advertising Age." Note the pricey CPMs: $50 per thousand for static impressions (banners), $100 per thousand for 15-sec video (!) impressions. This contrasts with declining CPMs for the industry at large. Many vertical Web sites (say, a SPLN) seem to be down to $11-12 per M. Believe FTV's CPMs won't stick and they'll sell way off their rate card. Doesn't matter, though. Opportunity vast. Another noteworthy clue is the signing of Reel.com as an e-commerce partner. If my memory serves, doesn't CMGI have a piece of Reel.com? Anybody recall? Need to verify this. No question, FasTV is a traffic sucker. Like the text-based search engines===>portals before it, FasTV could find itself smack in the middle of a video portal metaphor (read...tsunami!). Suggest we grab this booster rocket. So Dave G., you'll want to think about whether FasTV isn't the tail that wags a few Internet dog years... BAM

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