Ampex Corporation (AEXCA) Message Board

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Technology Stocks : Ampex Corporation (AEXCA)

AMPX 11.51

+5.9%

3:59 PM EST

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To: K.Martin who wrote (6535)	3/25/1999 9:42:00 PM
From: Ed Perry	Read Replies (2) of 17679

Good reporting - much appreciated Thing that stood out to me ... "AXC is building an internet TV Network" Content, production facilities including media and Internet production gear? To include a hosting presence (ie. C. Reiter)? Could this be the "under the wraps" vision that, those so chosen, have seen and indirectly refer to? Shareholders could get a hint in upcoming communiques. One image comes to my mind is a warehouse full of DST's and MicroNet servers providing content and archive of rich media directly hooked up to a mega fibre optic national backbone linkage. Ampex could prove the concept and then rent access and storage to whomever wanted to supply content and entertainment to their customers. Hosting at the highest end - digital image storage plus know how - done right. Also noticed a lot of the things mentioned have "construction" noise about then. Ampex silence could possibly be a measure of their being verrry busy. Troubled by "no time table for completion of anything" .... could be semantics. What is time table to Ed B., and to Karen S. and to you may each be different things. Also, while good managers may have time tables, visionary strategists maybe should not. Mr B. certainly was timely in acquiring the Cum.Pref.$'s, in closing the MicroNet deal in affiliating with some top talent in that crucial hour. Sighting forward for a strategist may be best served by being loose and opportunistic. Ed Perry

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