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

To: killybegs who wrote (7991)	4/28/1999 7:41:00 PM
From: Thomas Kirwin	Respond to of 17679

Jubimer, I was unable to log onto the live narrowcast. Its good to know that TVW had some visual before and after the live narrowcast. This is not the case with the VOD replay. Then again, I did not watch it til the very end. I strongly agree that it was PSINet's show. No argument there! Forgive me for expecting streaming media to incorporate similar self promoting techniques as real TV. If real TV, VCall and other on-line media networks that broadcast audio earnings calls can say "brought to you by, proudly produced by, narrowcast by" then TVW can too. Again, I do not disagree with you. I would like to have seen more reference to TVW. One refreshing note was the absence of any advertising! Gotta, love it. Best O'Luck, Tom

To: killybegs who wrote (7991)	4/28/1999 7:41:00 PM
From: Dave Heibeck	Respond to of 17679

"PSI was the customer paying for the webcast." Agreed... Heck of a first (BIG) customer!!!

To: killybegs who wrote (7991)	4/28/1999 10:31:00 PM
From: flickerful	Read Replies (2) \| Respond to of 17679

some reading for you......... iatresources.com The IAT-Report No. 1 - Time-Shifting Television The Emergence of Video Servers in the Living Room

To: killybegs who wrote (7991)	4/29/1999 12:56:00 AM
From: B. A. Marlow	Read Replies (3) \| Respond to of 17679

Thoughts on PSIX's "first ever" quarterly earnings Webcast. Watched the archived version. Some reactions: 1) Presuming TVW/Gardy McGrath's crew did the shoot to PSIX's specs. From a technical standpoint, lighting was messed up for first few minutes but improved thereafter. Appeared to be a single camera event; cameraman did a good job considering the circumstances. Video quality adequate at 56kbps; very limited rebuffering using RealPlayer (at 2X). 2) Hate to be a gadfly, but "talking heads" sitting around a conference table in front of a "glass house" data center doesn't cut it. Issue of "set" selection needs to be rethought. (Use a location scout.) In particular, PSIX's executives, like those at most firms, are bland (y'know, next door neighbor types) and not dynamic enough to carry a 90-minute TV program. They forget this is a marketing event, not a bean-counters' convention. Should have developed a much more engaging set metaphor (maybe outdoors) and women should have been part of the presentation. The archived event should have commenced with a PSIX video telling the firm's story or, better yet, video clips should have been called up from time-to-time--to add color and emphasis to the presentation. 3) No way can a quarterly conference call video be pulled off without graphics enhancement. AXC/TVW can go a long way toward "perfecting" Net video exhibition of conference calls by coming up with a process for superimposing slides and graphics within the real-time multimedia streaming format. (Presumably, a field producer is required but should be available anyway.) Such graphics cannot be fuzzy or blurry; must be sharp as a tack at any resolution or image size. This is eminently achievable and represents a real value-added opportunity for AXC, perhaps in conjunction with a broadcast equipment supplier, along with MSFT, RNWK and MACR. We've covered this issue in the past. Before anyone dismisses the importance of graphics, think about how many analysts ask executives to repeat various numbers and percentages during conference calls. (If the analysts don't get it, how can the average shareholder?) Without graphics support, this medium's efficiency of information transfer is shockingly low and represents an opportunity lost. In summary, PSIX's conference call was not as auspicious as it might have been. Alas, video earnings reports have a very long way to go. When you really think about this "performance," what was the value of TV at all? Nothing to watch, so why bother?! It's not TVW's fault, of course, but it's TVW's opportunity. Most public companies know little or nothing about how to put TV to work for them. AXC/TVW/Gardy McGrath is the expert and needs to create a business segment around 1) advising firms how to look their best on Net TV and 2) helping them pull it off effectively. The market is vast. To the extent that AXC/TVW/Gardy McGrath is associated with video conference call "solutions," we'll get all the PR for which we could hope. BAM P.S. Long AXC, MSFT, PSIX and RNWK.