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

To: hookjock who wrote (6585)	3/26/1999 8:56:00 PM
From: Michael Olds	Respond to of 17679

I am saying we do not have time to worry about EB. I have been in enough companies to know that they are all asleep. It doesn't make a difference. What is needed is for your intelligence to be focused not on what is not going to get done, but on what MUST be done. If the vision is clear enough, and Bill Gates is watching (and he is always watching) he will make an offer that can't be refused.

To: hookjock who wrote (6585)	3/26/1999 9:01:00 PM
From: killybegs	Read Replies (1) \| Respond to of 17679

Hook, Point 1--media and advertising revenues are a hell of lot bigger and have much higher profit margins than hardware... Point 1A--build content----drives storage sales---- Point 2- 12.7 million investment in Tv on the Web and AENTV if majority options exercised is good value...CLOSER reading would inform you that both companies were modestly profitable also.... Point 3- CLOSER reading would reveal Mitsubishi settled the other two patent issues and is making a lump sum payment to Ampex...we'll see what it is..

To: hookjock who wrote (6585)	3/26/1999 9:27:00 PM
From: WTSherman	Respond to of 17679

<Perhaps they would be better served by trying to find a way to expand current product lines and make a more universally applicaple product that more companys could afford. < I think that the only saving grace for AXC's storage business is that it is focused on a niche, high-end market. If the company were to try to expand into broader markets it would find itself competing with other companies that have many times the resources that AXC does and the company would be doomed to fail in that kind of competitive environment>

To: hookjock who wrote (6585)	3/26/1999 10:25:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 17679

There are many reasons to believe that they have changed spots. How about some of these: 1. The hiring of a consumer product man, Michael Cooper as COO. 2. The hiring of a heavy hitter for marketing, Marione 3. The hiring of Imagio. 4. The audacity of jumping into internet video without looking for immediate profits. 5. The fact that they did it by acquisition which brings in new blood, new minds, and new energy. 6. The decidedly un-Ampex-like frenetic pace of press releases since the first of the year. Nope. This is not your father's Ampex. <G> Carl