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Technology Stocks : MACROVISION
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To: Sir Auric Goldfinger who wrote (121)6/27/2001 8:38:57 PM
From: afrayem onigwecher   of 201
 
Market Strategy: One Change To The U.S. Strategist's 30 --

08:32am EDT 25-Jun-01 J.P. Morgan (CLIGGOTT, DOUGLAS (1-212) 648-7064) MVSN
June 25, 2001

J.P. MORGAN SECURITIES INC. - EQUITY RESEARCH
DOUGLAS R. CLIGGOTT (1-212) 648-7064 cliggott_douglas@jpmorgan.com
Thomas C. Van Leuven (1-212) 648-7055 vanleuven_thomas@jpmorgan.com
Ronald Q. Dottin (1-212) 648-6421 dottin_ronald@jpmorgan.com
Nivedita H. Patel (1-212) 648-8326 patel_nivedita@jpmorgan.com

One Change to the U.S. Strategist's 30

We are adding Macrovision (MVSN/$58.55/Buy) to our stock list today.
Sterling Auty believes the company will grow revenues by 39% in FY 2001
and 35% in FY 2002. And there could be upside to these numbers if the
major music labels begin using Macrovision's SafeAudio, the CD audio copy
protection solution. We think the stock can do well in an environment
where top line visibility is cloudy for most technology stocks and where
small cap tech is outperforming large cap tech.

To make room for Macrovision, we are removing Nortel Networks
(NT/$8.75/Buy).

(J.P. Morgan Securities Inc. and/or its affiliates acted as co- or lead-
manager in an offering of securities for MVSN and NT within the past three
years. The analyst or research associate who covers MVSN holds a position
in this stock.)
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