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Technology Stocks : Ampex Corporation (AEXCA)

AMPX 11.31

+4.5%

12:59 PM EST

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To: HPilot who wrote (8865)	5/29/1999 12:03:00 AM
From: Carl R.	Read Replies (1) of 17679

Fascinating. Cummings says what's important is content, and Cuban says that what's important is distribution. Obviously they're both partly right, and you need both content and distribution. I am quite sure Cummings recognizes that he needs an audience, but oddly I'm not so sure that Cuban realizes that he needs content. Why would such a conversation take place on the web, though? Why should we believe it is genuine? It is true that the thoughts of Cuban and Cummings reflect the way their businesses are run, so it could be real, I suppose. Carl

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