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Technology Stocks : MACROVISION

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To: Matt who wrote (39)	3/24/1998 1:46:00 PM
From: lindend	Read Replies (1) of 201

>>My information on DVD volumes were based on typical revenues for VHS, and Linden has corrected me that in high volumes Macrovision gets 3-8 cents (more than a penny or two).>> I'm going to dig up my conference call notes and get the exact figures stated (I'm going by memory in my previous post). Unfortunately, I won't be able to get this info till the weekend. >>VHS revenues are less than DVD fees, though I can't explain why.>> Probably volumes (100's of millions vs. millions of copies). >>I think that is my point, all of these fees depend upon the wide use of VHS recorders in the consumer's hands.>> You are correct that if analog copy technology is ever replaced, MVSN's current VHS and DVD products would be pointless. But when will this ever happen??? IMHO, even in a digital TV world, it will be a long, long time before people dump their VCRs (10-15 years???). >>I can speculate on why the PE ratio is so high for this stock if you want me to.>> Please do.

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