Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Carl R. who wrote (6724)	4/1/1999 9:03:00 PM
From: Michael Olds	Read Replies (1) \| Respond to of 17679

Carl, almost along the same lines as your paragraph 2 is this post from Raging Bull's "netsapian": (I took this without permission. I looked for a way to ask permission and there was no way to PM) I hope I am forgiven by my motive to increase shareholder value: Here's an interesting possible twist! A main reason AT&T spun off Lucent Technologies was because AT&T competitors (mainly the baby bells) didn't want to order from a competitor. So they spun off (IPO'd) Lucent, made a bundle of money in the process, and Lucent stock price more than tripled on its own---and they are now getting mucho orders from the baby bells. So, you have probably guessed what I am going to say next. Ampex is in the same boat as AT&T was in. The big NEW potential customers of Ampex storage products are also competitors. That is, the Streaming Video companies (which are growing like hotcakes) are all potential customers of Ampex. They will need astronomical storage--but they might be reticent to order from the competition. Well, while we all pictured an IPO in the form of TVonTheWEb or AENTV--perhaps the first to be IPO'd will be the Ampex storage subsidiary---with good timing it could be one heck of an IPO as well. This would give Ampex 'the HOLDING COMPANY', deep pockets to pursue building an Internet Video Network second to none. Any thoughts on this possible scenario?