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

To: Anthony G. Breuer who wrote (9338)	6/18/1999 1:38:00 PM
From: Hal Campbell	Respond to of 17679

I am one of those many who appreciates your posts, Tony.Good to have a production expert around. Let me add a less expert hapenny to your centavos. You know the intended narrowcasting business model, I am sure. Underwriters pay the production costs - they split ad revenues. The narrowcasting edge is a highly interested audience ( in their particular focused subject). Sticky - Dave Gardy I think said the average TVontheWeb visitor sticks around for 17 minutes , which I also believe he said was " unheard of on the web ". A salable point to future advertisers. As the picture improves with bandwidth and better software techniques- and we both know it will- the audiences will expand and stick even longer. So ad revenues per channel - which i am guessing are not so hot right now - should in itself be a growth area. Even in this fledgling state it does seem to be flying. Channel growth suggests that. And monthly hits growth (from a quarter million in January to 5 million in May) suggests that also. Me, I sat through the buffering and extreme tech limitations of the NAB Cooper and Carl Reiter interviews because I was very interested in what they had to say. Narrowcasting is aimed at interest groups of that sort ..and we both know there are galaxies of interest groups worldwide. Seems a well focused promising way to proceed to me.And I most certainly believe MANY new career opportunities will open for you over the next decade. In addition of course, AENTV seems to be taking a somewhat different approach. More like broadcast. And time will tell what the Ampex channel has specifically in mind- we haven't heard from that new talent yet.

To: Anthony G. Breuer who wrote (9338)	6/18/1999 2:10:00 PM
From: Thure Meyer	Read Replies (2) \| Respond to of 17679

>> TV is an expensive medium (even if it's published on the web) << Could you elaborate on this if you have time? My take on the business model has been that the web allows a kind of substitution which enables "micro" market niches. I.e., in those places where size has been necessary for the knowledge and necessary equipment base (in this case a TV station with all its regulations, space, libraries, staff, large scale equipment, etc.), we can enable a different very low cost business model through a distributed knowledge base (the WEB), high speed access (not traditional broadcast), and more intimate consumer/producer relationships. As to the quality issue; its true that video via Internet is currently of low quality. But I see this as a similar phenomenon to the original TV vs film, or the market battles that were triggered with the advent of the then "low quality" 5 1/4 disk drives; and that this is only a technical restriction that will be overcome relatively shortly. This "new" video phenomenon originates in a very different and much lower cost structure that traditional TV. Since, companies like TVontheWEB are not locked into the resource and margin constraints as traditional TV there will a good chance to "attack from below", once DSL and similar technologies reach the majority of consumers. The key observation is that TV on the WEB is addressing a different marketplace and creating a new customer base which has very little to do with traditional TV. Thure