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Technology Stocks : Ampex Corporation (AEXCA) -- Ignore unavailable to you. Want to Upgrade?


To: hookjock who wrote (9145)6/13/1999 12:54:00 PM
From: JoCo  Read Replies (2) | Respond to of 17679
 
Hook:

Mr. Bransom may not be a hypester, but IMHO he is smart enough to realize that marketing is crucial to the media business and hired good people (both internal and external) to do the job. Also (again IMHO) the "event" on the 28th has been devised and planned as a collaborative effort among the financial, business operations, and marketing minds of those assigned with the responsibility. Mr. Bransom will obviously be "quarterbacking" the former category while the others will head up the latter two efforts.

In one of his prior communications (believe it was in reference to the timing of announcements of new TVW channels) Mr. Gardy indicated that timing and execution were critical success factors. This is also true of the AXC internet plan, particularly given the giants competing in this market place. I don't think the magnitude of the relationships that have been established in Malta, DC, PSI, Britain, etc. have yet been fully appreciated, particularly given the competition that has been "beaten to the punch".

Hopefully on the 28th, these accomplishments and their financial impact (regardless of the accounting requirements) will be clearly and emphatically communicated. Where we go from there and when, who knows?

Regarding the Fed, my biggest concern is not so much what they do or don't do, but whether or not they steal attention away from AXC's announcement. Maybe this is the reason that the event is scheduled for 2:30 PM, which is typically after the Fed has shown its hand.

Timing and execution.