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

To: Zeev Hed who wrote (8659)	5/21/1999 11:37:00 AM
From: killybegs	Read Replies (2) \| Respond to of 17679

Zeev, you misunderstand the business model. TvontheWeb will be profitable a lot faster than the typical internet company.

To: Zeev Hed who wrote (8659)	5/21/1999 11:45:00 AM
From: john adriaan kolenberg	Read Replies (1) \| Respond to of 17679

zeev you said<AXC has a particular problem, IMHO, in that their turf requires proliferation of internet bandwidth, probably another two years down the road, so the new born will have difficulties addressing the large markets that will show rapid growth of the top line to a profitable position, meaning, they must batter the hatches for a long period of negative cash flow.> if you read his shareholder letter again you will see he addresses the fact that he s not waiting for bandwith, that s why he mentioned realnetworks and mediaplayer, besides eventually bandwith will come, and if he gets the network going now he'll be more than ready when it moves to bandwith, you need to establish program content and branding, that's more important than the lines to your house, if there s nothing of interest to see, why watch it?