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

To: Zeev Hed who wrote (8647)	5/21/1999 11:02:00 AM
From: Carl R.	Read Replies (1) \| Respond to of 17679

We only agree on a few things, I think, and these are tough to dispute. We agree that IPO money is cheap right now if you're an internut. We agree that eventually AXC will need more money, and that they should figure out a way to get some sooner rather than later. Beyond that we agree that AXC is relatively cheap as internuts go, and that their business model consumes less cash than some others. On the other hand, I hear no evidence that you've taken a toe wetting position, so I presume that we still disagree. <G> Speak of disagreeing, now that you own NVLS, should I sell? <VBG> Carl