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

To: Carl R. who wrote (8275)	5/11/1999 12:12:00 AM
From: Thomas Kirwin	Read Replies (1) \| Respond to of 17679

Windows Close as Easily as They Open! Carl, Thanks for the update. Do you have any IPO video candidates to validate your claim or are you just making a loose reference based on NO empirical evidence? Best O'Luck! Tom

To: Carl R. who wrote (8275)	5/11/1999 12:16:00 AM
From: Sam Sara	Respond to of 17679

Internet IPO underperforming? Yeah, but this is transient phenomenon. Unlike tulips which bloom once a year, internets bloom about two or three times a year. Technicals indicate that we are near bottom of internet correction, and after period of basing, will get rebound as human greed (which is ageless and blooms eternal) once again surfaces. The real window may close with Y2K effects/fears. Any IPO should occur before 4th quarter- no one knows what effect Y2K will have on market, but if I needed a capital infusion, I sure would not want to assume that Y2K will be a chicken little event. Ed Perry's point is well taken (when he says that NBC/Xoom/Snap etc. is a good thing)- this will only aid TV onthe WEB and AENTV IPOs, if the story can be linked to an internet broadcasting network. An accelerated IPO will also help attract outside capital for AXC (many possible sources already discussed). The story is starting to become a page-turner- now we need to add some sex appeal to get a best-seller.

To: Carl R. who wrote (8275)	5/11/1999 1:13:00 AM
From: B. A. Marlow	Read Replies (2) \| Respond to of 17679

You're right about the IPO frenzy, Carl. And it's gonna get worse. Check out IPOinfo's list of stuff in the IPO pipeline: ipoinfo.com Still, a good company (read "story") always IPOs well. And this era of consolidation will tend to take some names (but not necessarily shares) off of the table. Especially after today's NBCi news (which is sort of convoluted, but fascinating), think it's important we watch the fate of LCOS. If Barry "The Godfather" Diller (USAI) doesn't raise the ante, CBS may come out of the shadows and go after it. At that point, we'd have 3 networks with Net traction (DIS/ABC/SEEK, GE/NBCI and CBS/?) and three wannabees running for cover (TWX, VO/USAI and NWS/FOX), not to mention pure new media players AOL, YHOO/BCST, T/ATHM/XCIT and Vulcan/Charter/GNET who are looking for lunch. Then there's MSFT... AXC should be able to make hay with at least one, maybe several, of these players. Wouldn't bother me at all if there never were an IPO for AXC's Net properties. As long as a strategic partner gets involved with us, we'll benefit handsomely. CNET has become a powerhouse partly on the strength of its basic business model (really excellent) and partly on the strength of its association with NBC, largely through Snap (not to overlook investor Paul Allen as well). Note, it never spun off Snap. So the bottom line is this: Along with great execution, we need two things, 1) capital and 2) association with a strong brand(s). An IPO is but one route among several. In any case, gotta believe Ed B.'s working overtime. Hope we're tweaking sexy technology value-adds, recruiting alligators, building the "Miracle on 57th Street" and assembling snappy acquisitions. We need a large extended family that covers the bases and draws crowds, and we need it now. BAM

To: Carl R. who wrote (8275)	5/11/1999 9:10:00 AM
From: flickerful	Respond to of 17679

AOL Announces Four Partners For TV Product May 11, 1999 Business News Archives America Online said Tuesday it has entered four partnerships to develop its AOL TV product. The companies are DirecTV, Hughes Network Systems, Philips Electronics and Network Computer Inc, AOL said in statement released in Amsterdam. "The AOL TV product will extend connected interactivity to the television," it added. Digital television service provider DirecTV will collaborate with AOL on a new service that will combine digital satellite television programming from DirecTV with AOL TV's television Internet service. Hughes Network Systems will design and build a dual purpose AOL TV/DirecTV set-top receiver, the statement said. DirecTV and Hughes Network Systems are units of Hughes Electronics Corp., which itself is owned by General Motors Corp. Philips Electronics of the Netherlands will produce an advanced set-top box enabled for AOL TV and Network Computer Inc. will provide the software platform for the product, the statement said.