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

To: Carl R. who wrote (8703)	5/22/1999 11:51:00 AM
From: Michael Olds	Read Replies (1) \| Respond to of 17679

FYI from the Earthlink weekly newsletter: * Government site free for now: A fee-based search site that lets Net users search for government documents on the Web became free this week -- at least temporarily -- after the White House ordered a review of the site's fees. Read about the site at wired.com * Spinner.com spinner.com Choose from 120 channels of streaming music broadcasts at this Internet radio site, which lets you listen to the genres you like, from rock and R&B to classical and world music. * Andy's Amazing Card Trick members.tripod.com Can you figure out the card trick? Play at your own risk. Sparky the goldfish is trigger-happy and he doesn't like cheaters.

To: Carl R. who wrote (8703)	5/22/1999 5:26:00 PM
From: Hal Campbell	Read Replies (3) \| Respond to of 17679

<< I estimate that they need to have $20 million to operate>> Carl, I enjoy your posts and debate....educational...but you keep saying that as if they have no money coming in whatsoever. Sales and royalties etc may not be what we wish yet, but they are, as Jubimer pointed out, selling a profitable item or two. This is not a pure cash burn operation. And there remains the mysterious matter of the lump sum Mitsubishi settlement ....historically Bramson has a way of saving things like that for a rainy day. But the main points are beyond dispute. The argument is simply over how much time they have...not over whether it is limited or not. Knowing these financial folks not to be absolutely blind to these issues ( you, among others, have mentioned that - a key to one of our primary assumptions)..we can only assume they are vigorously searching for and considering options. Here - in the short run- I join Flickerful and BAM and others who would dream of an investment by ( and alliance with) a major player ....ideally an alliance that would involve the widespread use of some unknown proprietary AXC tech. That would furnish the credibility and money to proceed, and would quickly bring the higher stock price and volume that would at least allow them to release the 1.5 million dollar shelf offering that has been just sitting there for 3 years. But that may be a bit much to hope for. Moonshots rarely come exactly when or where you are looking for them. The intermediate posture ( over the next year) may be to simply continue ( albeit vigorously) with their plans...development of affiliates, production facilities, and content + one or more IPOs. The last resort fallback position is almost certainly to sell of the pieces. And it is my own very much halfbaked opinion that though there will be many severe corrections in the sector, and much wringing of hands and sleepless nights - the Web Wave is in only about the 4th inning or so .....and that there will be many powerful wavelets within the wave .....and finally that Yahoo's purchase of BCST will come to seem more prophetic than crazy.Enormouly enhanced valuations of TV web properties...particularly production and content.. will come....just maybe not right away. ( Personally hope I can wait long enough)

To: Carl R. who wrote (8703)	5/23/1999 12:07:00 PM
From: Thomas Kirwin	Respond to of 17679

Net Glut - Internet IPO Issues Scheduled Carl, Now for a look at the dark side, may the force be with us! Net Glut "One of the reasons there was such high-valuations for these stocks was because there were little shares available," said Sara Zeilstra, Internet analyst at Warburg Dillon Read. Zeilstra was referring to the 93 Internet Net IPOs in the pipeline expected to raise $6.6 billion over the next couple of months. "Investors really have to sort out which companies are me-too stories or whether they have real differentiating factors," in light of the numerous options available now. cbs.marketwatch.com Best O'Luck! Tom