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

To: Ed Perry who wrote (8137)	5/5/1999 11:18:00 PM
From: flickerful	Respond to of 17679

From the other side, why would someone with these credentials, in today's hot web content / media market consider Ampex as an employer? carol must know [alot] more than we do...<g> but more importantly, she has the kind of snappy pedigree which will enable her to orchestrate for the " group", a coherent final presence. i posted the VIRGIN sites the other day, precisely because they present a distinctive online style and interactive experience... defining our territorial "netspace", shaping our visual path, branding our "product[s]" will be carol's baby. how right you are ed, she is KEY, because that's no small assignment.

To: Ed Perry who wrote (8137)	5/6/1999 12:03:00 AM
From: Hal Campbell	Respond to of 17679

<< If one looks at revenue streams and equipment sales, then he misses the point entirely. >> Two superb posts Ed ...and excellent reach for the "big vision". particularly like your noting the 7 month end to end Malta setup - accentuates the advantage of the head start AXC and its divisions are getting ... I think that will prove to be no small advantage for their plans in the long march to fruition. But since you ended both posts on the same note, I have to quibble a little this time around. I wish revenue streams and equipment sales were actually entirely beside the point, but alas..... Unfortunately some investors have time constraints, and what improved revenue streams and equipment sales could do for Ampex is protect the stock price downside on AXC's trip down the yellow brick road. I would much rather they laid grand plans from a castle than a caddy shack. While equipment sales will probably have little bearing on any eventual upside that could possibly be achieved ( unless MicroNet sales just explode someday), improvements would provide a foundation beneath the price in case AXC should stumble once or twice in implementation of their plans ....or just in case there is a market backlash towards the web for awhile. In other words, better sales would markedly improve the risk reward ratio, and that is never entirely beside the point in any investment. In personal practical terms - for every possible point of decline in AXC I am spared from on the day I have to sell.....well, that will be 1500 more Hunger Buster Gourmet Garden Delight Pizza delivery specials I can order from the Pizza Castle <g> .... and in the second half of this year I'll be missing the point on a regular basis by watching those sales ( and cash flow) very carefully.

To: Ed Perry who wrote (8137)	5/6/1999 1:39:00 AM
From: B. A. Marlow	Read Replies (2) \| Respond to of 17679

Nice post, Ed. So what does "AXC TV" really MEAN? Any thoughts on what AXC might do with this emerging--and very spiffy--Net TV production and distribution system (especially as enhanced by the hiring of ex-Washington Post(er) girl, Carol Rudisill, a.k.a. "Deep Throat")? Do you think we're talking about: Services-for-hire? Third-party content development and exhibition? Proprietary programming? New services, like broadband-based, off-line back-up or multimedia-only email creation and storage (cool!)? Some sort of interactive, multimedia e-commerce facility, like video auctions? Development of a specialized multimedia portal? The back-end of some yet-to-be-announced joint venture? We would be well-served by an effort to psych out this initiative, as its mention in Ed B's shareholder letter was the first clear reference to a "fourth horseman" in AXC's Net strategy. A corporate-level Net TV operation is a highly visible and unprecedented business development strategy for AXC--truly remarkable for such a conservative firm. Its formal announcement (presumably within six months and perhaps, much sooner if say, a partner is named) could conceivably have the largest impact on Wall Street and investor sentiment of anything AXC has done in decades. In short, AXC TV is shaping up as a "bet the company" play. Thus, it's almost inconceivable that AXC would go it alone. For example, were it to seduce the investment and joint participation of CBS (for which a good precedent is DBCC with its CBS-branded and co-owned MarketWatch.com), we would be sitting on a...moonshot. Comments? BAM

To: Ed Perry who wrote (8137)	5/6/1999 2:49:00 AM
From: flickerful	Read Replies (2) \| Respond to of 17679

{{{{{the metaphor of Ampex...}}}}} is suddenly a gahan wilson cartoon straight out of the New Yorker with 2 men in white lab coats peering together over identical clipboards under the open hood of an automobile... the thing is under that hood is a circulatory system, a nervous system, the requisite human organs, etc etc etc. the caption reads: " i don't think the world is ready for this." wall street may not be ready either, but if and when the Ampex metaphor starts to breathe on its own, it might just be as startling. <g> it's also obvious this kind of quantum leap [ as many here have stated ] can only evolve from a "higher affiliation" mantra. i just don't see how it's possible to realize the global implications of our man ed's repeated vision without the means afforded by no less than a true benefactor/player/partner.... frankly, i'd like to know who it might be already...because god knows i've speculated long enough. anyway, some recent cbs theories... #reply-8600285 #reply-8865203 #reply-9269719