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

To: killybegs who wrote (3760)	11/6/1998 12:05:00 AM
From: Ed Perry	Respond to of 17679

Thanks for the full brief on the DCR product issue. All bases are being covered. I do recall reading Ampex official correspondence to the effect that their products have long lead times and that recognition of revenue can be lumpy (my term). In this same context, I also remember reading that the quality of order prospects was good. With regard to DSI, I can also speculate that the Asian crisis and the decline in oil prices is having dampened effect on seismic exploration. I admit to having problems in not going further with the Chris Duckling reference. I don't know how Ampex could capitalize on a Digital Television capture. However I can see their real benefit with a software systems integrator who could provide a high level of expertise and service. I think this would complement core high end product lines. Ed Perry