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


To: Hal Campbell who wrote (7917)4/26/1999 7:04:00 PM
From: Thomas Kirwin  Read Replies (1) | Respond to of 17679
 
WSRN T/A Indicates Strong BUY

equities.barchart.com



To: Hal Campbell who wrote (7917)4/26/1999 9:05:00 PM
From: Chris Elsass  Read Replies (1) | Respond to of 17679
 
From the 10-K under Risks associated with internet video strategy

2) Ampex's ability to transfer audio or video technology to Internet-based applications;

5) the introduction of new or enhanced Internet video products or services by competitors.

From Chairman's letter

We have learned how to take electronic images and audio, process, manipulate, compress and store them, and to make them look and sound better.

This development is the dramatic growth in streaming video software. Ampex and other video companies have used streaming in video applications for many years.

We think that streaming software is the real revolution because it delivers video today whereas broadband delivery is primarily an evolution that will make the video look better over time.


Just a couple of thoughts,

Why did Ed list in the 10K a risk of "Ampex's ability to transfer audio or video technology to Internet-based applications". Why does this effect their Internet plan.

Why did Ed list in the 10K a risk of "the introduction of new or enhanced Internet video products or services by competitors."

Why did Ed reiterate that Ampex has electronic technology and specifically streaming video/audio technology?

It seems to work if they are going to somehow be involved in streaming over the web. Does it make sense any other way?

Chris



To: Hal Campbell who wrote (7917)4/26/1999 10:55:00 PM
From: Thomas Kirwin  Read Replies (1) | Respond to of 17679
 
PSIX Makes Move Into Latin America

AXC backbone extends reach. Global TV Network becoming a reality!

biz.yahoo.com

egards,

Tom