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

To: killybegs who wrote (3577)	10/8/1998 11:55:00 AM
From: Hal Campbell	Read Replies (1) \| Respond to of 17679

<< as a number of armchair quarterbacks have been whining about. >> Won't respond in kind. Far too easy a target.

To: killybegs who wrote (3577)	10/8/1998 2:15:00 PM
From: ACV	Read Replies (2) \| Respond to of 17679

Jubimer, I have long appreciated your posts on this thread. They have been well researched, thought out, and ....optimistic. I hope you are correct that Micronet was a good opportunistic acquisition. I absolutely agree that they address a high growth area. I am a shareholder of NTAP which is a key player in network attached storage, and view the opportunities in this area over the next few years as huge. NTAP has managed to grow in excess of 50% per year over the last few years and appear to be on track to have another great year - stock market gyrations not withstanding. ASPX on the other hand was a leader and Wall Street darling in this area not so many years ago. They have lost money and market share over the years as a result of poor product choices and poor execution - in short bad management. The question in my mind is do Ampex and Micronet management have what it takes to take advantage of the opportunity before them? Will Micronet continue along the path of an ASPX, or will they blossom into a NTAP?? >> I think people need to reflect on what a tremendous opportunity it now is to have cash to make acquisitions. Thank God they didn't blow their wad too soon this year as a number of armchair quarterbacks have been whining about. It was right to pay the interest and wait for the environment to come your way. << You are correct that this is a great opportunity ( and it may get better ..). The question is was Ed brilliant enough to anticipate the opportunity and wait, or did he just get lucky by moving slowly? My own opinion is that he was just moving at a pace he was comfortable with, and circumstances simply turned in such a way as to make him look very savvy. IMHO the jury is still out on how well Ampex comes out of this. Obviously, I hope they invest wisely and pull out of the "Honey, I Shrunk the Company" syndrome explosively. Staying put for now ... ACV

To: killybegs who wrote (3577)	10/8/1998 5:43:00 PM
From: Hal Campbell	Read Replies (2) \| Respond to of 17679

<<DST I have heard from several sources that Ampex has landed orders with several major content providers to the worldwide cable and satellite tv markets. >> Very good news Jubimer ..particularly with video on demand finally beginning in earnest.The DST is a natural for that. Pity it only takes one to do the job. Almost too good for its own good. As they broaden the DST ownership base, of course, the revenue stream is slowly bolstered by after the sale support...tape sales.....head replacements etc. High margin stuff. I also have appreciated your posts these last years. Well I am all bought up in AXC now.....not much I can say and nothing I can do. I will attempt to give them a couple more years. Hope for all those long suffering on this board that patience with AXC is restored to the virtue it should be rather than the perversely serious flaw it has seemed for the last couple of years.

To: killybegs who wrote (3577)	10/8/1998 8:07:00 PM
From: Joe Valente	Read Replies (1) \| Respond to of 17679

Right you are Jubimer. I have come across several articles that state how hard it is for small companies to borrow during this global contraction. Maybe Bramson just got lucky. In any case we come out ahead. Regarding Micronet, I read a WSJ article today on Network Appliance which stated that they were in the Network Attached Storage business. It said this market is ready to explode.Main application is for caching in Internet or private IP networks. N.A. is leader in this market with Auspex its nearest competitor. If I recall correctly from an early post, Micronet has been developing NAS solutions. Could these solutions be marketed to ISP's? Is this the direction AXC is going when Bramson mentions getting into Web hosting? If this is the case I just hope AXC does one thing: ADVERTISE Just a thought.