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

To: Ed Perry who wrote (3262)	8/22/1998 10:02:00 AM
From: GDC41	Read Replies (1) \| Respond to of 17679

I have some questions I would like to place on the table. I am not a techie--Just an Ampex believer--Any comments are appreciated, but, I am not looking for confirmation of my buying decisions--That decision is mine and yours. Just checking to see if I missed something. 1. Keepered Media is not dead--Does Thermal decay still exist? 2. Didn't Mr. B. say a long time ago if no one bought K/M the possibility existed that Ampex would buy or form an alliance with a disk drive manufacturer to use K/M? How much does it cost to produce a competitive drive and would K/M make the drive more attractive for the same price? 3. Have all of Micronets products become obsolete since the takeover. I saw it mentioned somewhere that Micronet had some awesome new products but no money to produce them. 4. Hasn't the major work and for the Mitsubishi lawsuit been finished and everything else is just follow up and not expensive? (i hope) Any comments?? I hope I'm remembering most of this and Alzhiemers hasn't completely wiped out my memory. Thanks for allowing me to post these points and here's hoping most of it is accurate.

To: Ed Perry who wrote (3262)	8/22/1998 11:23:00 AM
From: Hal Campbell	Read Replies (1) \| Respond to of 17679

<< focus and concentrate the entire story could be right in front of you.>> Yeah, the web could end up being at the heart of AXC's visual storage, service and delivery story, Ed. And if the market comes to believe it, all standard valuation measures might be suspended and Al would have another rocket ride to experience ( he sold in the 14s his first time around with Ampex. Good thinking and instincts ) I will try and get out a telescope ( would that be a Web Hubbel?) and divine the future In the meantime, they have their most important selling job at hand. I personally do not think AXC can afford to pay a huge multiple of sales for a web hosting company - nor would any such company want to be allied with an eviscerated war chest.But if they can convince a privately owned web hoster that their tech and name make for an alliance with a bright future...the price may end up being a MicroNet like bargain. And that would be a tremendous first step. Really would. And would give AXC 2 potential future spinoffs. I will watch the AXC volume as you suggested, and crank up the music's volume if it disappoints. Thanks for all your posts Ed. I really do think you entered this stock at a good post, and it'll be profitable for you to one degree or another in time.