Thomas Weisel Partners LLc: we agree with Business Week's
DY: MVSN (TWP): Macrovision/TTR Pilot a CD Music Solution --
09:05am EST 16-Nov-00 Thomas Weisel Partners LLC (R. Keith Gay 415-364-2582)
November 16, 2000 Thomas Weisel Partners LLC
Digital Information, Intellectual Macrovision Corporation1-BUY
Capital and e*Learning While Bertelsmann Shows "Sympathy for the
Devil,"
NASDAQ: MVSN-$65.63 Macrovision/TTR Quietly Pilot a CD Music Solution
Keith Gay 415.364.2582 kgay@tweisel.com
Brian Neigut 415.364.7106 bneigut@tweisel.com
Executive Summary
*As Bertelsmann strikes a deal with Napster, we agree with Business Week's
assertion that, "the thief has been charged with developing technology to
protect the family jewels." We believe Macrovision, in partnership with TTR
Technologies (TTRE: Not Rated), may be the best solution and first to market
in relieving the music industry's pain.
*Macrovision and TTR are developing a unique solution that will prevent
unauthorized copying of audio content stored on CDs. To our knowledge,
there
is no technology presently available that provides copy protection for audio
CDs. Macrovision/TTR have completed a 2,000 household US field trial, and
preliminary results are encouraging. We believe product revenue could come
as early as the first half of FY01.
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