SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ampex Corporation (AEXCA) -- Ignore unavailable to you. Want to Upgrade?


To: killybegs who wrote (4943)1/29/1999 8:30:00 AM
From: TheBusDriver  Read Replies (1) | Respond to of 17679
 
<< There has been criticism by investors and regulators about the early access institutional investors and analysts may get. >>

JMO, but I think that no matter what the media is this will happen anyway. They will not give up the edge they have now on us little guys. We might narrow the gap a little but I don't expect more than that.

Here's to another strong opening!

Best

wayne



To: killybegs who wrote (4943)1/29/1999 2:35:00 PM
From: Gus  Read Replies (2) | Respond to of 17679
 
There must be close to 10,000 (and growing) public U.S. companies out there issuing press releases every day. I also agree with your point regarding the inevitable move of corporate shareholder info to the web. The economies of scale are just too compelling.

Cisco, Dell and Intel are widely considered by the experts to be among the leading models for the way that the internet is going to change the way companies use the internet not only as an additional distribution channel for its products, but as a way to share information to change the conventional relationships a company has with its suppliers, partners, employees and customers in order to increase sales and/or reduce costs.

I watched Dell increase its direct internet sales from $1 million a day to $10 million a day and be far from it for me to doubt Michael Dell when he says that organizations prefer to buy Dell computers (and are willing to pay a small premium) because it reduces the complexity of the computer purchasing decision compared to the hybrid distribution models out there.

The interesting trend to track is when and how governments and companies around the world are going to outsource their storage requirements as the "nature of data" changes from being largely alphanumeric to being multimedia. That transition is going to create intriguing opportunities for companies like AXC which has the ability to:

1) store enormous amounts of data (first one to a terabyte a cartridge is....?)

2) move that data around (via Reiter/PSIX)

and this is a distinguishing competence,

3) the ability (history, Garth-McCardy internet post-production) to arrange and rearrange the data in a meaningful manner and provide time-shifting (or data as video/audio/text on demand) so that data serves the consumers instead of the other way around which produces information overload which, in turn, breeds inefficiencies in a work force that, according to a long-running series of WSJ articles, is moving from a defined-benefit to a defined-contribution pension system.

It's very early in the game. But since AXC is already on the web, it can no longer be too early as it has been in the past.



To: killybegs who wrote (4943)1/30/1999 12:09:00 AM
From: B. A. Marlow  Respond to of 17679
 
Correct, Jubimer. To Group: More on PR News, TVW, etc.--

We've got some issues to button down, J. First, some background for the Group:

There is another company that really invented the video news release business. It's called MediaLink (NASDAQ: MDLK). Was founded a decade ago by a guy named Larry Moskowitz (once met him) who had created a mini-PR Newswire in PA, I think. Sold his bureau to PRN and worked for them for a while, then went off on his own.

MediaLink apparently *produces* what it sends out and generally distributes by satellite. PRN *distributes only*, relying on its clients (33,000!) to produce their own material. (Read somewhere that PRN has 150 sales people in the US. BTW, PRN ownership not an issue; private, British newspaper investors.)

Now, here's what's interesting. BCST had a deal with PRN until very recently, but it resigned the relationship in order to do something with MDLK. (Not much evidence yet of what that relationship will become.) But at the time BCST resigned, PR Newswire made deals with Visual Data Corp. (NASDAQ: VDAT) and NBC (NBC Videoseeker, CNET/Snap!, and Intervu (NASDAQ: ITVU)).

So the question is, where does TVontheWEB (why capitalize "Web"?) fit in the PR Newswire "food chain?" What exclusivity is involved in our franchise? Need to understand what we "own."

Here are a couple of releases to get our inquiry started:

messages.yahoo.com@m2.yahoo.com

biz.yahoo.com

Need the Group forget the stock and start tracking down this stuff so we can sort it out. We've got work to do.

Employment Opportunity (inestimable psychic compensation, possible 15 minutes of fame, potential capital gains, deductibility of out-of-pocket expenses, gratitude of Group and lurkers, genuine "Certificate of Completion," guaranteed social promotion!):

Who wants to be our correspondent with TVW's media queen, Lisa Amore?

Contact: Lisa Amore, TVontheWEB, lamore@tvontheweb.com,
tel: 1-800-966-6689

BAM