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Technology Stocks : Ampex Corporation (AEXCA)
AMPX 11.32+4.7%Nov 28 9:30 AM EST

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To: mike.com who wrote (6857)4/7/1999 9:24:00 PM
From: Thure Meyer  Read Replies (1) of 17679
 
> Yea, that's what all the ANALysts were saying about AOL when it was a split adjusted $2. You took a "brief" look and concluded those stocks were overvalued? <

I didn't say they were overvalued, I simply said I was amazed at the valuation. Don't get your knickers in a twist because someone doesn't agree 100% with you.

As to IATV, I looked at their patents and

1 - Don't understand how they will hold up to a serious challenge, surely we will not be limited to a monopolistic interpretation of what interactive TV is

2 -The system looks overly complex and techo-centered to me.

But that's just one opinion of millions in the naked city and will have absolutely no effect on the soaring prices of the above mentioned stocks.

> I fervently believe it will be the future framework of the coming digital convergence. <

As to digital convergence..Well what are we converging to? If you were to believe Pine, Gilmore,.. (The Experience Economy), new value networks will be based on the transformative experience of the products, etc. That sounds a bit spooky (or religious) to me.

Sure, we will inevitably have quality audio/video on computers/TV's and it will all be interactive. Then what?? It kind of depends on how much time you are willing to spend in front of a screen, whether its a computer or a TV.

Thure
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