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

To: flickerful who wrote (7893)	4/26/1999 2:09:00 AM
From: pezz	Respond to of 17679

I suspect that you are right. But when I voiced the opinion on the Yahoo board that this coming report was meaningless I got flack. Tomorrow will tell the story as I agree with others that with Fridays action the stock looks like it has seen the bottom of this little correction.[otherwise that is ] pez

To: flickerful who wrote (7893)	4/26/1999 3:44:00 AM
From: B. A. Marlow	Read Replies (2) \| Respond to of 17679

From my third reading of the "New Testament," flick: These facilities will give Ampex a base for its own set of "channels" yet to be named. These new channels will be complementary to those of AENTV and TV onthe WEB which will develop as independent brands. Any thoughts as to 1) what this means?, 2) why AXC is doing it corporately (as opposed to through AEN and/or TVW)?, or 3) why AXC wouldn't acquire someone small (even tiny) in NY or LA who already has some Mo-Mo at it? (Well, maybe it's looking as we speak.) Exactly what are we likely to see with this "fourth horseman?" Is AXC going to own content? Produce it for others? License exhibition rights? Webcast events for third parties? Become a Net video jukebox and merchant? Are we talking about the "Fashion Channel" from 7th Avenue? The "Ralph Lauren/Polo Channel?" What about something off-the-wall, like putting out Net video of syndicated radio broadcasts (say, Imus-style)? Or archiving yesterday's "60 Minutes" for "time shift" viewing? How about vending searchable clips from 50 years' worth of CBS News? The possibilities make me dizzy. Notice, Ed Bramson says channels. That's two or more, apparently under a new and distinct brand name (Marlboro Man working overtime!) and a separate, though complementary, infrastructure. A massive undertaking--almost inconceivably without the involvement of a strategic partner(s). So whom might that partner(s) be? Say, CBS? TWX? VO/USAI/LCOS/TMCS? PSIX? TEK/HP? Dunno, but this entrepreneurial initiative is so out of character for Ed that something's up... BAM P.S. Remember, CMGI's Net TV project (to be called iCast) represents an investment of $100 million just for openers. It's likely to end up well north of $200 million. AXC has just $60 million for what, six business units? Mr. and Ms. Big must be coming to this party.