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


To: jerryriti who wrote (6197)3/12/1999 8:19:00 AM
From: valuehunter  Read Replies (2) | Respond to of 17679
 
Well, i must say I'm not too impressed with Tom Byrnes' level of
"deep analysis". I mentioned AXC's association with TV ON THE WEB
and Reiter Assoc in my questions. He addressed neither one. He also
made fleeting mention of their new direction. Basically, a rather
lazy analysis based on the past, while I was asking about the future.
Don't think I'll e-mail this guy any more questions.............IM008



To: jerryriti who wrote (6197)3/12/1999 10:45:00 AM
From: Michael Olds  Respond to of 17679
 
This is important to read. This shows the level of perception out there and it rationalizes the negative pressure on the stock. To know your enemy is ignorant is power. For AXC to know what is being thought out there gives them an outline for their battle plan. They must convince investors (other than those like us) that this time is different, that they have management in place that is in contact with reality, and that their new business strategy is not too early, not too late, and that the debt can be controlled and the shareholder will prosper.



To: jerryriti who wrote (6197)3/12/1999 11:22:00 AM
From: Michael Olds  Respond to of 17679
 
There it is indeed! The intelligent bear case.