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

To: Hal Campbell who wrote (5231)	2/3/1999 1:58:00 PM
From: B. A. Marlow	Respond to of 17679

Nice post, Hal. Here's another fund we'd especially want... A little publicity over a tech fund acquisition and it's...Moonshot City! amerindo.com BAM

To: Hal Campbell who wrote (5231)	2/3/1999 2:13:00 PM
From: Scott Pedigo	Read Replies (1) \| Respond to of 17679

My own high opinion of Amazon is based on using the product, which is fabulous. Having used some of the first IBM/Microsoft compilers running under IBM/MS-DOS and then Borland TurboPascal, I became a big believer in Borland. Borland was way ahead in every aspect: speed of compilation, speed of execution of compiled code, and ease of use. Price: <$50 for TurboPascal, $300-$800 for the IBM/Microsoft compilers. Borland continued to provide superior products with TurboC and early versions of Borland C/C++ much to Microsoft's infuriation. The biggest single investment mistake I ever made was buying BORL stock because I liked the products. I got in at 20 probably around 1990 - I don't remember. It never did get that high again. Bounced between 4 and 11 (where I got out) and is now hovering around 5 to 6 after many many years of being in a "turnaround". I like Amazon.com also, but I like barnesandnoble.com even better. I shop at both, but I don't feel enough loyalty to either to keep me from buying somewhere else if the price is right. I keep reading stuff of the sentiment that the "brand" is somehow going to be important. I'll tell you what is going to be important: who can cut costs to the bone, get the biggest volume discounts, and still eke out a profit. If Amazon.com can be like Walmart, then they'll survive and prosper. If all they achieve is establishing a well-known name then they'll be like Roy Rogers Burgers.