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

To: Hal Campbell who wrote (4189)	12/27/1998 6:57:00 PM
From: Gus	Read Replies (1) \| Respond to of 17679

Back at you, Hal.<g> Going incognito and going after big game. Dell. early 2000 short? Dell Unix??? Dell vs EMC???? Decelerating sales and earnings growth would be enough to rally that increasing oversupply of bloodied DELL shorts into action, the kind of action that amplified Iomega's decline. Seriously, it looks like the best shot for flexible KM is AXC's own DST after quad-density. If you look at the roadmap, they may have to break backward compatibility when they rollout the 10x density version of DST. Seems like a good time to plug KM into the mix. Separately, I do wish that AXC would join the growing number of American defense contractors who borrow a page from the third world and add an ex-military type to its board so it can get more government contracts. For sometime now, the hollowing of America's manufacturing base has been a matter of national security. Ampex, as one of only 2 or 3 struggling domestic manufacturers of helical scan recorders, would seem to have a natural constituency in the Pentagon that can do all kinds of magical things like steer more goverment data storage contracts to AXC. The official DOD budget is about $240 billion a year. There's a classified black budget of about $36-40 billion (but who really knows? It's classified). Many experts believe that a significant chunk of this black budget is used to fund the DOD's bleeping-edge satellite operations. As the Lockheed contract indicates, AXC has the products for this market. AXC's inability to get DST to offset the long- anticipated decline in video reveneues seem to indicate a lack of concerted effort in this area. Lack of savvy? Rent-a-savvy is what I say.