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

To: flickerful who wrote (9203)	6/15/1999 10:00:00 AM
From: Ed Perry	Read Replies (1) \| Respond to of 17679

Great post flick; the best reference in some time. Really states what I've been stumbling at trying to say for the last six months. Some notables from that article: On the convergence theme: " "If we're talking a decade from now, with the confluence between computer and television, there will be a new kind of entertainment," … [Disney's Michael Eisner] … predicts. Other industry toppers agree, saying convergence figures greatly to increase the worth of companies with strong brands and access to entertainment content. "As you move toward broadband video, content is going to become all that more valuable," says Tom Rogers, president of NBC Cable and an exec VP at the Peacock. Rogers believes that as the Internet becomes more like TV, broadcasters will have a huge advantage because of their experience providing entertainment and advertising to mass audiences, as well as the fact that they already will have a large library of video programming ready to on the Web . " While 10 years out may seem a long time, I think the focus implied is that of full typical consumer access like broadcast market as that which television serves today. In the interim are the early adopter and niche markets and the infrastructural supply that would be needed in any context. Specifically, high speed digital video and audio storage and caching and facilitated digital video for delivery and streaming over the Web. IMO these areas will ramp up long before general consumer net delivery and probably will evolve over paths different than the market for general data storage market. Here, possibly the reason why Ampex does not seem to be making a concerted effort in the general data storage market. The relevant advantage which Ampex has and must hold on to is: "When you get into producing high-quality video (product), unless you're already involved, getting into the game gets prohibitively expensive…[Rogers]". However, how can Ampex as a content producer survive without affiliating / partnering with the big bucks majors? The answer may lie in producing content for the narrowcasting niche market targeting select interest groups. " Internet companies without major Hollywood partners will have to create their own content." IMO, the makings of a solid business model. Still something else which I had not clearly focused upon: ""While predictions about the Internet's likely impact on how consumers get their entertainment make for sexy stories, many Internet analysts actually believe that the biggest changes ushered in by convergence will be in the multibillion marketplace for network TV advertising. Right now companies that buy ads on national broadcast networks usually do so not tosell actual units of a given product, but rather "to reinforce and strengthen their brands," says Rogers. With convergence, broadcasters think that they'll be able to sell products directly to consumers as they're watching a TV program - changing the way advertisers buy time on television and creating an incredibly lucrative revenue stream. "If you take TV's ability to captivate and then add the capacity for sell-through, it's probably the ultimate e-commerce experience," says Rogers. Phenominal potential"" This leads me to my June 28 question: "Will the Ampex Internet Group be working toward producing an Advertising Industry service or product specifically targeting focused marketing in a narrowcasting sense or eventually interactive marketing in a convergence sense. " Ed Perry

To: flickerful who wrote (9203)	6/15/1999 1:24:00 PM
From: Hal Campbell	Read Replies (2) \| Respond to of 17679

Welcome back, Flick! See what happens to the stock price when you and Al reappear on the scene? ( it wasn't the news <g>) Hope you didn't run into judge Michel( sp?) of the appellate court in the Mitsubishi case. Wonder if that licensing announcement has anything to do with the " inter alia" in the Mitsubishi settlement? Ed does have a way of saving things like that for a rainy day, and yesterday it poured. Interesting article. OTBTW I am one consumer who has discovered the advantages of online shopping ( one element in that convergence) - particularly makes searching for rare items so much more convenient and effective. One ultra convenient and worthwhile site I recommend to all.Have had great good luck with it. bibliofind.com