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

To: Hal Campbell who wrote (4272)	1/2/1999 12:50:00 PM
From: Ed Perry	Read Replies (1) \| Respond to of 17679

<<< Well quite an upside could be achieved independently of profits and immediate cash flow >>> As I see the possibilities also. A "two stage" liftoff. The first stage propellent being the volatile mixture of "internet hype-spike", then an inevitable pullback to be followed by the second stage , more steady thrust from an increased revenue stream - maybe. As far as Ampex senior management is concerned, I think that they are under ENORMOUS pressure to take action. While we on this board may never get past "Investor Relations" there are other much more influential investment industry players (even friends and associates) who can get a direct line to you know who. That Wall St Journal article of last week, a priceless gem of unsolicited advertisement, really turned up the heat. Lot's of well wishers and eager deal makers and I wouldn't doubt if right now Ampex is being inundated with corporate marriage brokers. In sum, while the "pocket change" that Ed Bramson has at stake is one thing, the ego exposure is another. I'm more inclined to think that, as Gus put, this 1999 is THE year. Ed Perry

To: Hal Campbell who wrote (4272)	1/4/1999 3:53:00 AM
From: Gus	Read Replies (2) \| Respond to of 17679

Here's a better overview of the issues regarding bandwidth, Hal. It traces the bottlenecks that occur at the following levels: 1) Last Mile - cable modems, xDSL, wireless 2) leased circuits - local loop 3) backbone - this is where all the fiber is going. Satellites too. 4) packet switching - error rates and retransmission delays. Find out why cable and xDSL modems won't solve your World Wide Wait. techweb.com Also, re: silence. "Underpromise and overdeliver" or "Talk softly, drive a Bentley and carry a patent portfolio that some Asian and European consumer electronics companies would kill for" may have been the right approach to take coming off a radical restructuring -- with the Mitsubishi case and KM in the wings -- but things are different now. Everybody's changing over to, as B.A. put it so well, internet time and internet time is on the side of those who do not wait. I agree with all those who have said that that Ampex has to sell itself, its stock and its products. No more frigging Death Valley trade show posters. What was that all about? We need to see planes, boats, submarines, satellites, the MIR space station. We need to see how DSTs are being used to store data as science models different parts of the cosmos. We need to see 20 712s lined up together for the 100 terabyte Lockheed contract or the robots with 10 DSTs that Ampex sold to the Germans. We need to see the past, present and the future from Imagio. In other words, some good old fashioned American hucksterism is now in order. The web is everybody's proverbial foot in the door of a global marketplace. But that's just me.