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

To: Sam Citron who wrote (6259)	3/15/1999 11:14:00 PM
From: Ed Perry	Read Replies (2) \| Respond to of 17679

Found this reference to two great articles which were posted on SI 'LAST MILE' TECHNOLOGIES - Let's Discuss Them Here Message 7809914 From the first one "Second, broadband involves a big shift in technology that will undermine the advantage held by narrowband incumbents. Multiple technologies are vying to deliver broadband content over the "last mile" to consumers' homes. No matter which technologies succeed — wireless, cable TV, or traditional telephone lines — they will need a new infrastructure, starting with new equipment at both the consumer premise and the upstream end. In addition, new server technology will have to be deployed to deliver the richer content that will be feasible once the bandwidth bottleneck has been broken. All these new investments serve to level the playing field between current narrowband leaders like AOL and new entrants using broadband technology. " That ... new infrastructure of ....new equipment at the upstream end combined with the ...new server technology to deliver the richer content ....is where Ampex has a chance to make it's mark ... in this storage business. At worst, they have a great opportunity to blow it. Agreed, Ampex, without strategic investment or partnering into it, has no chance head to toe with the major infrastructure suppliers. However it may not have to compete head-on. If Ampex concentrates on its focus of achievements in digital video storage plus know how, then it can very effectively compete based on its current product line and record of installed accomplishments. Here, the model is one of being a supplier of a critical component. Two important points. As an example. Boeing, one of the most advanced engineering innovative firms (I sure hope so) will always outsource supply chain style before vertically integrating component technologies. It is not only cheaper, but with control, can deliver a better product and ties up less capital. Given that the broadband effect may descend upon the industry sooner than expected, would it make sense for one of these broadband competitors to risk time in deployment with a supplier not equipped in scale and quality of delivery record? I don't thin so. I would go with the best at the current time. Second, the fact that there may be a rapid shift of deployment, will set up that window of opportunity where a smaller, less capitalized firm, but with an appropriate just in time product may find a more level playing field and the opportunity to jump that gap of the tornado as G Moore and others put it. Ed Perry PS: I tried to find the AXC news bulletin which appeared at the end of Dec 98 regarding the selection of Ampex DST for the ?lockheed? project. Anyone?

To: Sam Citron who wrote (6259)	3/16/1999 3:52:00 AM
From: flickerful	Read Replies (1) \| Respond to of 17679

vickers... Top Five Institutional Holders Rank Institutional Name Report Date Position 1 FMR CORPORATION (FIDELITY MANAGEMENT & RESEARCH CORP) 12/31/98 1,328,334 2 LORD ABBETT & CO 09/30/98 1,288,500 3 EAGLE ASSET MANAGEMENT, INC. 12/31/98 1,154,300 4 PAINEWEBBER GROUP, INCORPORATED 12/31/98 722,004 5 DIMENSIONAL FUND ADVISORS INC 12/31/98 491,700 marketguide.com