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Technology Stocks : MACROVISION

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To: Sir Auric Goldfinger who wrote (134)	6/27/2001 10:52:32 PM
From: afrayem onigwecher	of 201

Thomas Weisel Report (06/20): Macrovision Corp. $54.29(Buy) tweisel.com Valuation Currently MVSN stock is trading at 64.6x our 2001 pro forma EPS estimad of $0.84 and P/E/G of 162%.While theh stock looks slightly expensive based on our current estimates,We believe the long - term potential from DVD.ppv programming AUDIOand GLOBEtrotter is not in our model but could add significant upside. Given MVSN's dominant intellectual property position, we believe that MVSN's closer comp is Verisign (VRSN Strong Buy, $49.14). With VRSN trading at 86.7x and P/E/G of 173%, on a comparative basis , MVSN looks attractive at current levels.

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