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

To: flickerful who wrote (6829)	4/7/1999 11:35:00 AM
From: Swamp Fox	Read Replies (3) \| Respond to of 17679

BEEP - BEEP - BEEP - BEEP sounds like AXC juggernaut <VBFG> <EOM>

To: flickerful who wrote (6829)	4/7/1999 12:51:00 PM
From: Dave Heibeck	Respond to of 17679

I have a couple of comments I would like to make for a response from the savvy investors here. BTW, my thanks to all who contribute so much on a daily basis. I will return to my lurking status immediately :) My concerns for AXC are no longer its direction. This unfolding story is precisely what I have hoped for and more. As a follower of the high speed/high bandwidth tech for five years now, I have believed in the inevitable emergence of high speed streaming media and video on demand. Companies like @Home for cable, Pairgain, Aware, Amati for the telco's have made high speed bandwidth a reality even though now plagued with problems. The investing community has finally discovered the internet and its destiny of redefining communication media as we know it. RealNetworks and others have been discovered and now lead the pack in the stock valuation game. It has become obvious with the stocks of AOL, EBay, Amazon, Yahoo and others, that the importance of drawing investor attention to the direction of the company is the foundation of over valuated stock prices which in turn allows for the rapid expansion into market share and the continued consolidation of the more aggressive and highest potentialled companies. In the last couple of years, we should have learned that stock valuation is more important than EPS. As an AXC stockholder, I have no idea how I will be effected by an IPO of TVontheWeb, only that what is good for TVW is good for AXC the "Holding Company!" But, what I do know is that gaining market share and valuation based on future earnings that no one has been able to calculate for internet companies is all that seems to matter at this time in internet history. TVW and AXC must get in the game or fall behind by virtue of stock valuation. From the fireside chat with Mr. Gardy, the PR process was discussed and I feel that he and Mr. Branson are well aware of what is happening. I share their vision, the streaming media plays in my head as a beautiful movie of my success being a part of their own. As the picture becomes more complete, I hope that my fear of being left behind in the stock valuation dust and becoming a takeover target by an overvaluated internet portal are unfounded. I thought I had my retirement made in Amati ADSL just to see my vision bought out for $20 a share. I don't want to see this repeated in my worst nightmare. I became an investor in a time of "Story Stocks," for good or bad. AXC has a story and all the potential of any internet story stock. Its time for us to leave the below 20% valuations behind and join the others in the overvaluated world of the internet to survive. I feel, time is of the essence! Your comments are appreciated. Back to my lurking hole! Dave