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

To: killybegs who wrote (3904)	6/8/2001 10:15:26 AM
From: Hal Campbell	Respond to of 4169

Was glancing at Burst.com ( BRST) Hanging by a frayed piece of dental floss right now. They went the licensing route with their tech. They did successfully license it, but it only pulled in a little under half a million in 2000. Recently cut their staff from 95 to 5. ( as an aside, their general streaming tech looks FAR inferior to ITG to me. Even their 500K sample streams weren't all that hot. I believe they had a clever solution for the streaming fast forward that is now part of the real and windows players..and that is what most of their paltry licensing revenue comes from).

To: killybegs who wrote (3904)	6/8/2001 1:20:44 PM
From: Ed Perry	Respond to of 4169

A timely article. The gist seems to be that, IF , Ampex can reasonably expect to raise at most 25MM JC VC capital. Also, the winning model looks like the mininal cost one. Much less than 50 employees and concentrated in iNEXTV NYC maybe also iNEXTV LA. That's all. No more nothing else. AXC's plus is it's technology advantage. Can ITG be successfully leveraged either in attracting capital or in producing revenue streams? That's the big question. ADS and ALL other non ITG patents must go. IMO, given the debt load, ADS and the royalty income stream is a lost business. With a small asset base, costs of less than 8MM/yr would prevail. Profitable or not, a small entity such as it would be would be ripe to be acquired or merged. For a large player, it would make economic sense to buy the technology and the know-how and then be able to jump right in to the streaming business. Here, everybody would win. Ed Perry