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Technology Stocks : MACROVISION

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To: Glenn Petersen who wrote (198)12/29/2007 1:33:16 AM
From: Tom Caruthers   of 201
 
Thankfully I am out of MVSN. The news is puzzling. Not sure what the strategy will be going forward. Seemed like a dumb comment from Amoroso that he didn't have a good handle on the publishing side of the business. If you are going to make a $2B+ acquisition and blow your cash horde, you better know what the whole company does or at least have a strategy on what to do.

That being said, it seems like MVSN has settled into a range. But likely dead money until they can show the synergy of the deal and how it justified the price.

Tom
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