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

To: ed doell who wrote (7098)	4/13/1999 2:50:00 PM
From: Michael Olds	Respond to of 17679

Not off Topic. Narrowcasting is the issue.

To: ed doell who wrote (7098)	4/13/1999 4:36:00 PM
From: Thure Meyer	Read Replies (1) \| Respond to of 17679

If you look at the emerging AXC business model you will see that one thing being offered is digital TV via the web. This is being packaged in the form of Internet video channels and targeted at very specific user segments. AXC also has built up a stake in a content provider (AETV) and of course has its traditional strengths in digital image processing, storage technology, etc. A subscriber video service that runs over the Internet is quite different from broadcast TV that is then merged with the net and provided to the user via settop controls. The first is mobile (accessible anywhere) and standards driven; the second is not mobile and proprietary. Changes to content, addition of extra channels, interactive use, whatever,..are under user control in the first model, but not the second (where a traditional subscription to a cable company may even lock you into an ISP). The complexity of the solution and its cost structure also will weigh against set top boxes, remote controls, and so on. E.g., say you are watching IATV but someone else in the house would like to use the Internet, how does that work? Are you ready to keep buying more and more TV hardware each time new features are added? The beauty of offering Net based services is that infrastructure issues are hidden and access is ubiquitous (in theory). Thats my opinion. Video, telephony, audio, news via the web YES! Hybrid forms NO. But of course, time will tell. Thure