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


To: flickerful who wrote (7864)4/25/1999 3:30:00 PM
From: john adriaan kolenberg  Respond to of 17679
 
quoting this from the letter, <we foresee an opportunity to use Ampex Data Systems' and MicroNet's image storage expertise to archive all of our material, thereby building a content library that will have long-term value, much as television, film and information libraries do today> could this be the steps in the making of a video search engine?



To: flickerful who wrote (7864)4/25/1999 3:42:00 PM
From: Hal Campbell  Read Replies (5) | Respond to of 17679
 
<< i will hold my recap until the letter is officially released>>

My forbearance is lacking, Randy. Will have to learn.<s> The only surprise here to me was failure to mention the Hewlett Packard alliance. No biggie. We already knew the fundamentals of the story and it still strikes me as diverse, flexible, exciting and potentially rich.
The following just one shareholder's guess ......the negative earnings are already priced in to AXC ( within reason) .....most other news and assets valuations should be pretty good. Guessing here that...worst case....we will not see anything below 3 again ... and the potential upside, for numerous reasons, still seems mighty seductive to me.Still long here.
PS Tom, thanks very much for the post.