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

To: Carl R. who wrote (8631)	5/21/1999 10:11:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 17679

Carl, I may be wrong on the cash burn (and I used an "average" for the three outfits). My reasoning is that in this rapidly changing market where literally hundreds of companies are trying to "stake the ground", rapid deployment and rapid build up of brand name is extremely important. After all the barriers to entry are not technical but cash, and the survivors will be those that were able to raise cash at "beneficial" rates so as to invest in the franchises they are building. Look at the rate of expenditure of other outfits in the field with much narrower target markets like DRIV and BYND, these are the kind of burn rates required in the first few years to get above the "noise", IMHO. Zeev