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

To: JoCo who wrote (7423)	4/17/1999 9:02:00 AM
From: Milt Best	Read Replies (1) \| Respond to of 17679

Food for thought... Yahoo paid 5.7 billion for broadcast.com Lets assume TVontheWeb is worth 3 billion (estimate). If AXC owns 51%, AXC's stake may be worth 1.5 bil. 1.5 bil / 50 mil shares outstanding = $15 / shr Add in the value of AENTV, Reiter and Ampex Data Systems and we will have at minimum a $30 dollar stock. Given internet valuations, this is probably extremely low! Comments??? Milt

To: JoCo who wrote (7423)	4/17/1999 9:14:00 AM
From: Thomas Kirwin	Respond to of 17679

InsiderTrader Reiterates Buy Recommendation 4/17/98 Posted on Yahoo! AXC message board by aliensinla: insidertrader.com InsiderTrader… Ampex (Amex: AXC) Home FAQ Subscription Services Buy List Premium Service 4/17/99 $6.00 Update #20 Trading Strongly. Buy Reiterated. "I think Yahoo!'s acquisition helped legitimize the business," remarks Edward Bramson, chairman of Ampex. He also explains how Ampex's TVontheWeb goes a step further than Broadcast.com. "TVontheWeb can do a Victoria's Secret type webcast," he says, referring to the very successful models in lingerie Internet event executed by the retailer earlier this year via Broadcast.com. "But TVontheWeb can also do web sales and commerce--run a channel for you instead of a one-off event." We certainly hope investors will give these operations Broadcast.com-like valuations vis a vis bidding up AXC, however. If they are afforded even a smaller fraction of the valuation given its better-known peer, AXC should perform well over the coming year. Note - This is just a snip of a much longer report.... Regards, Tom