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

To: Brian D. Potts who wrote (9212)	6/15/1999 11:39:00 AM
From: valuehunter	Respond to of 17679

IMO - This licensing agreement could be HUGE. If we assume OTHER Foreign consumer electronics manufacturers are abreast of this development, they might well be inclined to "step in line". If it is VITAL competitive technology, this could dwarf other recent news since royalties have a much better route to the bottom line. I was reviewing the last 10-k & it shows the following royalty income: 1996=$10.5mil, 1997=$12.6mil, 1998=$10.6mil. Of course, these are from ALL sources. $16.7 million over 3 years from ONE source averages by itself to $5.6mi/yr. In the past, AXC's royalty stream has been VCR's & 8mm camcorders. The 10-k mentions them looking into digital television receivers, video games, 4mm camcorders, & DVD TECHNOLOGY!! This could be really something here. Additionally, IMO the DST/Micro-Net storage potential has been overlooked completely with the massive storage/VOD/HDTV makeover needs coming up. I'm inclined to believe that Mr. Bramson would serve us well to focus a little bit on royalty/patent details on 6/28, stressing that AXC is maybe the ONLY internet company in such a situation. ( What a difference a day makes )...........................V