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

To: Sam Sara who wrote (6458)	3/23/1999 7:43:00 PM
From: killybegs	Read Replies (1) \| Respond to of 17679

good post, David... From the proxy...<<<In the last twelve months, the Company has acquired MicroNet Technology, Inc., and has made investments in Reiter Associates, Inc., TV onthe WEB, Inc. and Alternative Entertainment Networks, Inc. The Company has also announced plans to establish program production and distribution facilities in Los Angeles and New York City in order to produce Internet video content and distribute it to targeted Internet markets>>>> What is becoming clearer and should be crystal clear when formally announced is that in addition to the three acquisitions, Ampex is launching their own network of "channels", so it looks to me like we will have three different Internet TV networks; Tv onthe Web, AENTV and Ampex Entertainment Group or whatever developing channels with differing business models and targeting different markets;;maybe three IPOs in the next year??

To: Sam Sara who wrote (6458)	3/23/1999 9:01:00 PM
From: B. A. Marlow	Read Replies (1) \| Respond to of 17679

Good TVW comments, David V. Agree with issue of "nature and quality" of eyeballs. This is the value-added hook of "affinity group" and "targeted" marketing. When you think about it, it's also the basis for the explosion of multi-channel cable/satellite TV and accounts for the success of say, CNBC. Honestly don't think throwing money at the build-out buys anything. Channels and sponsorships will eventually come out of the woodwork; the key is to establish them around a rational, repetitive formula and proliferate them--first, horizontally (major consumer and business content categories), then vertically (consumer finance, then mortgages). You need a master plan to roll out manageably and you need trained sales, support and tech personnel to work the "machine." This takes time, but the build rate will accelerate. On the other hand, every new channel is a profit center. And when you add e-commerce spin-offs from each one, the thing becomes a cash cow. Beautiful. Generating the right PR is more of an art form. Just needs muscle in the right places. Every channel has a never-ending stream of stories to tell, and these can be told in old media and new, with great "buzz" for TVW and AXC. When you add them all up, you get...Disney! All of the portals--not to mention narrow-content sites like SPLN--should be interested in creating links to TVW material and events, as this provides a valuable service to visitors and, in principle, e-commerce and advertising participation. In this regard, AOL and NSCP offer particularly compelling prospects. The good news is that Dave G. knows all of this, and he's a trooper. The bad news is there aren't enough hours in the day... BAM