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

To: jas singh MD who wrote (1362)	12/3/1997 9:46:00 PM
From: JoCo	Respond to of 17679

Jas:I am considering moving back in at these levels, more for valuation reasons than anything else. Specifically, what do you (or anyone else for that matter) see adding fundamental value any time soon? I think it would be healthy for the board to put KM aside for a while and discuss other potential areas of value added. We keep hearing about potential, particularly in the area of HDTV, but where will it lead (KM has been "potential" for a long time). The news lately has been nothing but bad (one really has to stretch far and hard to see anything positive in Bransom's letter). I've gotten to a point where I am thinking that Mr. B's latest purchase, small relative to his total holdings (and with borrowed $$$ at that) was for no other reason than to build confidence (if so, it failed miserably). KM aside, where's the beef?