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

To: Ted Michalek who wrote (5876)	2/27/1999 2:57:00 AM
From: Chris Elsass	Respond to of 17679

This is direct competition to us. I think this is a good sign and shows that other companies view Raid/Tape as the best storage option to deal with the large files that are coming. This is going to be a large market and I do not think this competition as reason for alarm. "Fujitsu plans to deliver products in line with the concept through 2003.The final target of data capacity per chassis will be about 100 terabytes (TB) and the total capacity combining 10 chassis units will be about 1 petabyte." DST 812 already 12.4 TB (50 TB with 4 together) Seems as though we may be getting close to this number today with tape double and more density increases not 2003 Chris

To: Ted Michalek who wrote (5876)	2/28/1999 2:32:00 AM
From: Ed Perry	Read Replies (1) \| Respond to of 17679

<< Is this competition for us? >> If it is then it's the good kind ... namely that there is an identified market which is being targeted. I noticed the completed rollout date of 2003. In another article regarding Sony's plans for a similar storage system, Sony's final roll for their high end line was 2004. To me, this means that storage and SANS market maturity demand is about four years out. I think that in four years the demand for storage will be so great that equipment supplier defferences (with Ampex leading in digital + video and VOD) will keep the competition from being commoditized. A condition of differentiation like something which prevails in today's top high end computer server industry. Also, as DR D has posted above, there is still a ways to go for the Digital TV conversion effort. I believe that stations were given until 2005 to convert. Again, another source of DST sales in a market where Ampex is known for it's leadership. If Ampex is successful in deploying their "WWW Digital + Video Secret Weapon", and I am certain that it will somehow involve DST, then the evolving Internet narrowcasting and possibly Internet broadcasting will be another source of demand for DST. Here, Internet2 and possibly improvements in product and pricing for DSL on twisted copper will be the defining factors. Again this looks like about one to two years out. All in all, Ampex DST with MicroNet FibreOptic RAID may be enjoying solid equipment sales revenue increases beginning about one? years out. With Ampex's current clamp down on operating costs, revenues and profits from equipment sales could be substantial going forward. This will provide the "backbone" characteristic which will set Ampex apart from other Internet high hype flyers. These "backbone" based revenue streams which will involve measurable profits and earnings contributions should also make Ampex more palatable in the institutional investment circles. Whatever revenue will flow from the narrowcasting, program production and hosting business associations will, following current business models, be probably lost when plowed back into continued new venture associations and improvements. The value here will be in attracting investor sentiment to an innovative and exciting company. All in all, the makings of an exciting stock that, at least on the TV broadcasting and possibly Internet narrowcasting, will be largely untouchable - short of paying royalties to Ampex. Ed Perry