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

To: Carol M. Morse who wrote (4222)	12/30/1998 2:49:00 AM
From: Ed Perry	Read Replies (3) \| Respond to of 17679

<<< Who else really might have the "know how"? >>> I would think that any consumer market advantaged organization would be able to put together the necessary alliances to achieve the consumer delivery side of it. From Ampex's point of view, I don't think the service is what is at risk so much as is the product in the early stage of this cycle. This may be the first and only chance in years for Ampex to break out of the box of back end equipment and technology providership. Evolving developments render the manufacture and distribution capable of being outsourced but the production process and it's rapid adaptation is here the bulk of the value and profit is. Ampex's competitors are organizations who have virtually taken over the consumer market product space in this US market. Where these brawny consumer oriented competitors fall short however, is in their ability to build the critically necessary back end equipment and timely delivery of the quality digital plus video service. <<< Where does telephone service come into this? >>> Once convergence of the Internet and Digital Television occurs, then it is a short step to providing digital telephone access to the same interfacing device. Of course there are some sundry matters regarding telco turf issues. Long distance providers would be the first to benefit. <<< "digital-video know how". What, besides large storage capabilities does this mean? >>> Storage plus how the data is stored, effectively a dedicated to digital image operating system, data caching and most important, the rapid delivery of data through streaming and packetizing. The "know how" is in knowing your data - in this context, particularly the broadcast industry video centric data. I'm no expert on these matters, but am an active participant in this joint education process on-going at this site. IMO, hang on to those shares a bit longer, at least through next May, you may be pleasantly surprised. Ed Perry