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

To: Dave Heibeck who wrote (8516)	5/18/1999 10:07:00 PM
From: Dale Kohler	Respond to of 17679

I went to AENTV to see what they were offering. The titles look interesting, but when I try to view them I get a message saying I need a special plugin. I try to get the plugin but Netscape says they don't know of any such plugin. Therefore I can't view the page. Has anybody else ran into this problem on AENTV? Thanks. Dale

To: Dave Heibeck who wrote (8516)	5/18/1999 10:11:00 PM
From: Paul Lee	Respond to of 17679

I have seen no mention of taking the position in TVW first, nor has there been any further mention of Reiters Mr. B only made the statement 2-3 weeks ago, still plenty of time in the qtr to take care of business. This is a real business they are building, not a video game. Chill out, are you a trader or an investor.

To: Dave Heibeck who wrote (8516)	5/18/1999 10:42:00 PM
From: john adriaan kolenberg	Read Replies (1) \| Respond to of 17679

david here's what i been thinking on it, with the addition of tim swift and the sleuthing of pittgolf on yahoo who came up with the domain names paperview.com for tvontheweb a few days back, i can visualize stars like eric clapton doing an accoustic session from their homes, or some major pay perview event before ipo is anounced.

To: Dave Heibeck who wrote (8516)	5/18/1999 11:16:00 PM
From: Ed Perry	Read Replies (1) \| Respond to of 17679

I've been thinking about this one also. While we focus on the financial reporting aspects of the acquisitions, the manner of the recognition of expenses and revenues, and on the glitter of another Net IPO and the back door funding possibilities , the fact is that the new investment by Ampex in TVW really represents an additional infusion of funds at this moment of time. What do they need these funds for? What operational imperative is looming to justify this employment of Ampex funds at this time? By the numbers, the new stake is about 150% of the initial stake. This new addition follows on a relatively rapid ramp up of TVW from the minority stake. I believe Dave Gardy said that, in the ramp up, they went from less than 10 employees to almost 100. That was about 3(?) months ago. Now, so soon after, there is something which is going to absorb the use and need for these additional funds. From today's press release, for me, the following two paragraphs really stood out: "Ampex is developing an Internet video network which will create television for the web. It will focus on producing and delivering content to targeted online audiences that is distinct from repurposed television programming for the web. The Company is engaged in discussions to add even more Internet video production and distribution operations in major U.S. and overseas cities through strategic investments and acquisitions along with a number of internal development projects. " Perhaps I am over-ampexologizing meaning into this, that is, taking it out of context, but I see a very sharp turn and emphasis in the direction of Ampex toward narrowcasting and content business specialization. In sum, there is the speculative possibility that the customer reception to well funded and seriously backed Ampex affiliates is driving Ampex to recognize this aspect of their operational portfolio as having the most promise at this time. Time will tell. Here, I also am sensing an acceleration of the time table as these events roll out. I wonder what will be in a time frame as far out as six months from now – six months? Ed Perry