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

To: Ed Perry who wrote (4199)	12/28/1998 8:41:00 PM
From: Hal Campbell	Read Replies (1) \| Respond to of 17679

<< The low share price and the lack of such opportunities may be the simple explanation of why there are no acquisition announcements for the near term strategy.>> Precisely, Ed. Catch 22. Need the acquisitions to boost price. Need the price to more economically make the acquisitions. Thanks for the excellent post. I wish I were buying AXC for the first time today rather than 3 and a half years ago. Then I would be more comfortable with your most probably correct time frame. So...in terms of revenue needed to stabilize the share price ...lets hope for government, cable provider, studio and oil company sales for DST. And some marked growth ( albeit from a low low level ) of the new Micronet line. Any recovery in DCR sales would also be a mighy large aid. The perhaps internet cachet may kick in. Glad they at least locked in an option price on that. Hard to go out the door without stumbling over runaway tulip bulbs nowadays..... the valuations truly insane by conventional measures .....determined of course by supply and demand for the web commodity right now. And while I do hope AXC brings long run carefully prepared proprietary substance to the internet table ...I do also hope they do not,like those Cooper Indians in the Twain piece, watch the web house pass slowly under their "sapling" and jump too late- missing the boat altogether.

To: Ed Perry who wrote (4199)	12/29/1998 1:02:00 AM
From: flickerful	Respond to of 17679

ed, hal, jubimer. such fine posts, all. thank you ed, for returning my attention to the source, and for your ever patient and practical ruminations . i know i needed to hear all of it... again. thank you hal, for "emulating" [hehe] & summarizing finally the true insider trading history. and thank you jubimer, for showing hal there's no place like home and if he goes catting around at yahoo, there's no telling what he might find ....and for [always] demystifying the SECspeak with authority.

To: Ed Perry who wrote (4199)	12/30/1998 1:22:00 AM
From: Carol M. Morse	Read Replies (1) \| Respond to of 17679

>>>I could see where it would be a matter of competitive advantage for a major broadcasting network to "commission" a name vendor as the supplier of the equipment and "know how" in producing Internet/air-wave delivery of TV, Net access, telephone, and cyber-game services>> I have two questions about this......... Who else really might have the "know how"? (You mentioned Sony stealing the candy from the baby, who else might be out there waiting to mug Ampex?) Where does telephone service come into this? Also, I'm a long time stock holder but still don't get the letter's statement about Ampex's "digital-video know how". What, besides large storage capabilities does this mean? Not lurking at the moment..Carol