Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: bootsup1 who wrote (3892)	6/7/2001 9:12:38 AM
From: Thomas Kirwin	Read Replies (1) \| Respond to of 4169

Hugh Downs Scores on Today Show! Just saw the Hugh Downs interview on The Today Show and he mentioned iNEXTV.COM several times while referencing the parent Ampex. The host, Charlie Gibson, also highlighted iNEXTV.COM as he was presented an iNEXTV cap. Hey, I want one! Hugh highlighted his program and interviews with interesting guests - Hugh Interviews Hugh Hefner, etc. Hugh's quote regarding iNEXTV's future, "iNEXTV.COM appeals to niche audiences and is moving towards mass audiences. I think they will pull it off!." Go Hugh! Tom

To: bootsup1 who wrote (3892)	6/7/2001 12:26:24 PM
From: Ed Perry	Respond to of 4169

An IPO of iNEXTV would be one possibility of raising funds for going forward. While it is easy to say that the IPO market is terrible, realize that WE are influenced by events of the last six months or so. Within the next 6 months the IPO market will return. It would be driven by a rebounding general market, especially a rebounding tech market. IPO financing would be done outside the need for raising general JV VC funding. My real concern is would Bramson execute? His record is one of failure to execute IPO's in much better climates. Will he do so at the first opportunity or will he try to further tinker and control? With iNEXTV costs off the books, Ampex is then a shell of ADS sales and royalty income. The same case can be made for TV1 and maybe AENTV. However in the case of TV1 see: from the YHOO site: "There has been anxiety among investors that they'll miss the boat because online advertising demand is picking up," said Baker. "I don't think that's really the case, the online advertising market is healthier today then it was a few months ago. But demand isn't firming." Earlier this week, Jordan Rohan at Wit SoundView lowered Yahoo's numbers for the second half of the year, citing his own perfunctory channel checks that big advertisers weren't opening up their wallets just yet. Indeed, business is sour. After failed efforts to sell its portal operations in Europe, ExciteAtHome (ATHM: news, msgs, alerts) said it's just shutting them down." Again why I feel that Ampex should devolve into two entities. iNEXTV - readied for IPO and ADS plus related patents - ready for sale. Everything else should go. Ed Perry