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Technology Stocks : MACROVISION -- Ignore unavailable to you. Want to Upgrade?

To: Sir Auric Goldfinger who wrote (115)	5/9/2001 6:11:10 PM
From: afrayem onigwecher	Respond to of 201

Macrovision: Tech Presentation Highlights DVD And Audio Opportunity -- 12:03pm EDT 2-May-01 J.P. Morgan (AUTY II, P (1-212) 648-4356) MVSN May 2, 2001 J.P. MORGAN SECURITIES INC. - EQUITY RESEARCH STERLING AUTY, CFA (1-212) 648-4356 auty_sterling@jpmorgan.com Macrovision (BUY) TECH PRESENTATION HIGHLIGHTS DVD AND AUDIO OPPORTUNITY MVSN Earnings Per Share P/E 52-Wk ----------------------- --------- MkCap 5/01 Rge 12/00 12/01 12/02 2Q/01 2Q/00 12/01E 12/02E Yld ($MM) ---- ----- ----- ----- ----- ----- ----- ------ ------ --- ----- $57.55 $108-34 $0.65A $0.85E $1.11E $0.18E $0.16A 67.7 51.0 Nil 2,876 Highlights - DVD and Audio Protection are Big Opportunities * Macrovision (MVSN) management presented at our tech conference yesterday (5/1) * Main presentation covered overview of MVSN * Breakout session covered huge opportunity in DVD and audio protection * New VWM DVD protection group should hear results of standards process by September-October * Second major record label testing CD protection in the market * Reiterate Buy recommendation and $75 target price DVD market opportunity is huge and standard is around the corner The revenue from DVD protection grew 110% in the latest quarter, and the industry is expecting roughly 100% growth in the number of DVD discs to ship this year. What's very interesting is the stat management pointed out in the presentation that only 14% of US households and 5% of European households actually have DVD players meaning growth in this market should last a long time. Helping the demand for Macrovision will be the continued introduction of DVD recording devices. This helped spur the combination of the Galaxy Group and Millennium Group as they look to lock down the industry standard for protection managed by the DVD CCA. The process of naming a standard will go through several phases and should be completed by the September to October time frame. Audio CD protection represents one of the next big things for Macrovision The recording industry is coming off of its first down year in unit sales and the labels are running scared trying to figure out how to handle the Napster disruption to its industry. One of the things they are looking to do is prevent/control the copying of CDs either to other CDs or into a digital format (MP3) that can be shared with thousands of other people. Macrovision has the technology to help in both areas, and in fact two of the five major music labels are now testing the technology. One is doing internal tests and the other external. The internal tests should be complete over the next one or two months and could give us some early indications of the opportunity. So far no pricing has been set, but we do know that there are 2x as many CDs produced each year than DVDs or VHS tapes. That's huge.

To: Sir Auric Goldfinger who wrote (115)	6/4/2001 7:12:47 PM
From: afrayem onigwecher	Read Replies (2) \| Respond to of 201

TTR Technologies Appoints Chief Financial Officer to Spearhead North American Operations NEW YORK, Jun 4, 2001 (BUSINESS WIRE) -- TTR TECHNOLOGIES, INC., (NASDAQ NM: TTRE chart, msgs), a leading developer of digital anti-piracy technologies, today announced the appointment of Matthew L. Cohen to the position of Chief Financial Officer and Executive Vice President for Business Development. Mr. Cohen, who will be based in New York City, will be responsible for finance, business development in North America, and investor relations. Mr. Cohen, 33, was previously chief financial officer and executive vice president for business affairs of APB Online, Inc., a new media company covering the crime and safety genre that he co-founded in 1998. Mr. Cohen was responsible for finance, capital raising, investor relations and business development. He was instrumental in APB's signing agreements with AOL, Yahoo!, Universal Press Syndicate, MSNBC.com, Snap, and with the Telepictures subsidiary of Time Warner. Mr. Cohen brings over 12 years of financial and business development experience to TTR. He previously worked for the Blackstone Group, Kidder, Peabody & Co. and Rothschild Inc. He graduated magna cum laude, Phi Beta Kappa from Princeton University with an AB in economics. Marc Tokayer, chairman and chief executive officer, commented, "We are very pleased that Matthew is joining TTR. His strong background in finance and business development will be a great asset to the company. Matthew will represent the company in business initiatives in North America and to the financial community." TTR Technologies, Inc. TTR Technologies, Inc., designs, markets and sells proprietary anti-piracy products. The Company has developed and commercialized products for the software and entertainment industries and is expanding its product range and reach through in-house development and joint ventures. TTR has a joint development and marketing agreement for music CD copy protection with Macrovision Corporation (Nasdaq: MVSN chart, msgs). The Company also owns 50% of ComSign Ltd., the exclusive Israeli affiliate of VeriSign, Inc. (Nasdaq: VRSN chart, msgs). For more information about TTR Technologies, visit ttrtech.com. Contact: TTR Technologies, Inc. Emanuel Kronitz, 011 972-9-766-2393 Chief Operating Officer kronitz@ttrtech.com - or - Lippert/Heilshorn & Assoc. Investor Relations: Harriet Fried/Klea Theoharis harriet@lhai.com Media: Chenoa Taitt chenoa@lhai.com 212/838-3777 siliconinvestor.com News provided by COMTEX User Agreement