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Technology Stocks : Ampex Corporation (AEXCA)

AMPX 12.44

-8.4%

Jan 30 9:30 AM EST

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To: scrooge who wrote (7833)	4/24/1999 11:23:00 AM
From: Thure Meyer	Read Replies (2) of 17679

>> atvef.com << Interesting site. Enhanced TV. The industry powerhouses are moving up-stream by enhancing the old broadcasting model. That's got to be more expensive by definition. I think the previous Wired article got it right, we are seeing the emergence of a new industry with a different audience and cost structure. But one, which will eventually end up with the majority audience. There is a good book on this type of transition, with an insightful analysis of the disk drive industry. "The Innovators Dilemma" Christensen Harvard Business P.S. - Ampex is mentioned a number of times Thure

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