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Technology Stocks : Aahh...iNEXTV (AXC) The NEXT Thing! -- Ignore unavailable to you. Want to Upgrade?

To: Hal Campbell who wrote (3711)	5/14/2001 10:30:08 PM
From: Ed Perry	Read Replies (1) \| Respond to of 4169

<< Survival Financing >> Bright future but getting from here to there is in doubt. I think that needed outside financing will come in the form of an equity financing (further diluting equity) or an outright takeover. Either way, Bramson will wind up working for someone else and common shareholders will get "less" than could have been expected. While the rollout of the syndication model may not be producing the desired revenues quickly enough (not sure of this though), the rollout and publicity is at least putting Ampex assets up for valuation. Here, the best strategy, IMO would be to make as many alliances and syndications possible, at whatever cost (or lack of revenue), to demonstrate the efficacy of ITG cost benefits (to demonstrate its value) and to move TV1 and possibly iNEXTV toward IPO as soon as possible. IPO as much as to raise needed capital as to raise valuation and investment / takeover price. Ed Perry