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

To: Sal Davis who wrote (9904)	7/9/1999 12:53:00 PM
From: Andrew	Read Replies (2) \| Respond to of 17679

What is a Form 4 used for? I accessed the site but nothing was revealed!

To: Sal Davis who wrote (9904)	7/9/1999 12:53:00 PM
From: scrooge	Respond to of 17679

How does AXC do here? Steve Harmon's 7 Essential Elements In An Internet Investment: 1. market potential - look for huge markets, 2. management - has this group had success in the past or are they a complementary team, do they have the vision, strategy, execution, mix of talent to realize the market potential -- and appropriate incentive for all? 3. growth - is growth in users, page views, reach, sales, alliances, partners, employees, earnings (or narrowed losses), moving at a viral pace both internally and externally (acquisitions) quarter-on-quarter and year over year? 4. category leadership -is this firm the pioneer setting the tone for the entire sector, does it have a substantial mindshare lead or market lead vs. rivals? can it dictate the category moves? 5. valuation - what is the stock trading at on a revenue multiple basis vs. peers? what is the overall market capitalization vs. peers and offline rivals (if any)? what are the valuation per user/customer/page view and revenue per user/customer/page view? what are earnings or potential earnings and when? what is valuation relative to other Internet stocks, offline stocks and to market potential? 6. flexibility - can this firm switch gears and chart new courses if the market they're in changes course or dries up? 7. barriers to entry - does the firm have any sustainable advantage in one of several key areas: technology; first to market advantage; better user experience, substantial partnerships; key expertise; installed base of user/clients/customers; brand awareness; cash on hand; capitalization (attractive stock as weapon for buyouts, etc); superior management; exclusive contracts with key partners. I'd have to say the AXC fits this picture pretty well and has most of the necessary qualities according to this "guru" - if you want to see it with his examples (some of which I think are pretty bogus) here's the link internetnews.com Opinions - ?