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To: Kevin Shea who wrote (552)	1/4/2000 3:47:00 PM
From: KevinThompson	Respond to of 48461

I'll look around. I am only recalling from memory of an article I saw. Thanks for the alert on ECIN. I waited and bought on the dip. Now back up at the high of the day. These market dumps are a good thing sometimes. - hehe. Cheers, KT

To: Kevin Shea who wrote (552)	1/4/2000 8:57:00 PM
From: KevinThompson	Respond to of 48461

Digging a little bit, the AXC connection to HDTV is very subtle, probably much more than you were expecting. Ampex owns several subsidiaries. While each has its own market area, they do all seem to fit into a shared common direction. From their own website: ampex.com "Ampex Corporation is a holding company focusing on the acquisition, storage and processing of visual information." One of the common themes seems to be high speed streaming video content. Their iNEXTV division has an "internet TV product" - basically video programming over the internet. This is fairly cutting edge technology stuff. Related to this theme of video programming over the internet is high speed data storage of video content that their Data Storage division (essentially the old, former, original Ampex) has developed. It is this data storage of video content, which could be data storage of broadcast video as well, that relates them to HDTV. Some speculate that HDTV and WebTV are emerging applications for some of their developments. Ampex will certainly be one to watch. Apparently, they have some new, as yet to be previewed, high tech developments in the streaming content area that will revolutionize the industry. AXC certainly trades cheaply, but maybe not for long. Another post you might find useful: Message 12004318 Best Regards, KT

To: Kevin Shea who wrote (552)	1/4/2000 10:46:00 PM
From: KevinThompson	Read Replies (2) \| Respond to of 48461

Just noticed a little piece from Briefing.com from Monday. The article is talking about major trends for technology investors in the coming year. This is just a snippet out of the article: 3: Video Internet The next era of the internet will begin to come into focus. The current internet, textually oriented and delivered through a PC, will continue to grow. However, explosive growth will be most available, to investors, in new providers of technology and/or content for broadband visually based internet applications. The next era of the internet will be closer to "the TV meets the internet" than "the PC meets video." Implication for investors: 1) If you are a holder of internet stock , verify how your company will transition into the next era. 2) Find out who the next AOL and Yahoo are for the next era. (They may be AOL and Yahoo.) _____________________________________________________ Sounds like a recommendation for Ampex to me... I sold my shares of AXC a couple few months ago. I don't currently have a position, but I am considering jumping back in. Like with many of our rat dogs here, patience is a virtue and probably will be required with AXC. JMO, KT