Ampex Corporation (AEXCA) Message Board

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Technology Stocks : Ampex Corporation (AEXCA)

AMPX 13.59

+6.8%

Nov 10 3:59 PM EST

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To: flickerful who wrote (7336)	4/16/1999 12:04:00 AM
From: Thomas Kirwin	Read Replies (1) of 17679

CMGI Musings From Motley Fool Message Board Found this interesting CMGI post that may pertain to AXC's vision... <<One scenario I think makes sense is this: CMGI and CBS teaming up to take out Lycos. How does this work? CMGI needs distribution, CBS needs distribution (and some Web-savvy managers a la CMGI). Lycos needs broadband content. My suggested deal would have CBS taking a minority stake (about 40%) in return for CBS stock and on-air time to the tune of several billion over the next 10 years. Meanwhile, back at the alphabet soup CMGI it gets to feed the CBS-Lycos Network a bevy of startups for programming and services. Not to mention CMGI's huge $100 million bet on an Internet broadcast startup with NBC former exec Neil Braun. That expensive bet shows how much more difficult it is today to buy half or all of a company for $2 million or $3 million, as CMGI did in its early days. No matter what happens with this speculative scenario I believe that CMGI must address its distribution platform now and in a way that keeps its footprint at the top of the pyramid. To realize its value and grow into the expectation the cost of acquiring substantial traffic today will still be cheaper than acquiring it tomorrow in my opinion. CMGI's value equation, like those of AOL-Netscape; @Home-Excite; Yahoo-GeoCities-Broadcast.com, almost necessitates it play at the platform level in excess of 40% Internet reach. Maybe even 50%. One thing I believe: only 5 mega firms will get there to that magic top 5 in Web audience. And those 5 will likely have TV and old media partners in a big way. My bottom line: any venture investor -- CMGI included -- without a platform will be paying tolls forever to the top 5. Don't stay tuned, define the channel.>>

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