Ampex Corp: Digital Storage Message Board

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Technology Stocks : Ampex Corp: Digital Storage

AMPX 8.715

-3.8%

12:31 PM EST

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To: jonggua who wrote (1712)	2/10/1997 6:27:00 PM
From: Wayne Umfleet	of 3256

James, You seem to be the one that holds the highest hopes for ACX's prospects over the coming years. Although my expectations are quite a bit more conservative, I too believe that we will see some amazing price appreciation in the next couple of years. My biggest fear is that I will sell at $30 only to see AXC continue to rise to the $100 plus level! Surely, Keepered Media deals will set fire under the stock price, but improvements in the top line will be the fuel that keeps that fire burning. As we know, one of the drivers of top line growth is expected to be Ampex's DST products. In the 3Q 10Q, it was stated that their Mass Data Storage and Instrumentation Products comprised $18 million, or 76% of total revenue for the quarter. It was also stated that sales of their 19 mm DST products doubled in the qtr and ytd over comparable prior periods. What I don't have a good handle on is how much of the $18 million total is made up of the DST products. What does a doubling of growth mean in terms of dollars? Can anyone help me out with this? (By the way, James, thanks for the Penn Merchant material; got it this weekend!) Thanks, --Wayne--

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