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Technology Stocks : Ampex Corporation (AEXCA)

AMPX 10.67

+2.4%

3:59 PM EST

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To: ed doell who wrote (7070)	4/13/1999 1:04:00 PM
From: Thure Meyer	Read Replies (2) of 17679

Ed, Glad to see you on a safer thread. My feelings about the business models are that the Internet is a communications medium; i.e., two sided interaction. I think its possible to embed a TV in the WEB but not the other way around. The IATV business model is an extension of TV broadcasting. In essence a move to sustain TV in its current form. I believe it can only exist in this high margin value network and will be very vulnerable to narrowcasting and other true WWW forms down the road. I also think that TV viewers do not want every channel to look like Home Shopping on methedrine. With a keyboard in one hand and a mouse in the other as advertisers track their every move. Thure

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