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

To: Glenn Perry who wrote (2920)	7/6/1998 12:35:00 PM
From: Mary Beth Ford	Read Replies (1) \| Respond to of 17679

That was the most enthusiastic, positive letter , I have ever read from Bramson in my three years owning this stock! Conservative yes but tingling with potential finally! JMHO

To: Glenn Perry who wrote (2920)	7/7/1998 5:04:00 AM
From: Gus	Read Replies (2) \| Respond to of 17679

Can anyone provide a definition of a "web hosting company"? Funny you should ask this, Glenn. For reasons not totally related to AXC, I was just going over the prospectus of Hiway Technologies. The prospectus is available on EDGAR. Very, very interesting read. Some excerpts... ...Hiway is a leading global provider of Web hosting and related enhanced Internet services to small and medium sized businesses. With over 87,000 Web hosting accounts worldwide, the Company believes that it is currently the largest provider of business Web hosting services, as measured by number of Web hosting accounts.... ...The Company offers its solutions directly, through third- party dealers that resell and support the Company's Web hosting services ("VARs") and through large companies that offer the Company's Web hosting services to their established customer bases under their own brand names ("OEMs").Hiway's OEMs include two of the five regional Bell operating companies ("RBOCs"), which two in the aggregate provide telecommunications services to approximately 30% of the U.S. business market... ...International Data Corporation ("IDC")estimates that Web hosting revenues generated by small and medium sized businesses in the U.S. will grow from $217 million in 1997 to over $3.4 billion in 2000,a 150% compound annual growth rate.... Up to this point, Ampex has repositioned itself to participate in several fast growing markets like enterprise storage (DST), network attached storage (DST, Micronet) and now, web hosting (?). It remains to be seen just how well AXC can exploit the opporunities before it. In terms of quality of revenues, I like the fact that AXC is diversifying its revenues from mostly hardware to hardware and service/subscription sales. Hardware sales are generally one-time events. Service/subscription sales are recurring. Regards, Gus P.S. Please help me settle a bet. A friend and I are arguing over the location of the company that provides Coca Cola with the secret ingredient for the soda syrup that it sells to its bottlers. This secret ingredient is derived from the coca leaf which is also the source of cocaine. I recall that this company is the only company authorized to process coca leaves in the USA. I remember reading that this company is based in New Jersey. My friend insists that it is based in Atlanta. Can you verify that this privately-held company is indeed based in New Jersey? Anyone? A very expensive bottle of blue whiskey is at stake here.

To: Glenn Perry who wrote (2920)	7/8/1998 11:45:00 PM
From: Sam Mak	Read Replies (2) \| Respond to of 17679

Glenn, let me give you a definition of a "web hosting company" by way of an example: Every week we search the internet and compile a list of freebies that are available on the internet and publish it as "Weekly Freebie Compilation" at weeklyfreebie.com But we can't come up with the money to buy all the equipments and lease a fast T1 or T3 line to handle the traffic, besides, we don't need all this every minute of the day. So we use the service of a web hosting company, in effect time-sharing their equipments with thousands of other domains. We pay them a monthly fee and they handle everything except the content. The domain name weeklyfreebie.com is registered to us, but when you enter the URL , the site you reach is physically at the web hosting company. Hope this help. Sam