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

To: Sir Auric Goldfinger who wrote (121)	5/23/2001 6:34:45 PM
From: blebovits	Respond to of 201

MVSN - MACROVISION CORP Exchange: Nasdaq NM Last Price: 61.20 at 17:31 EDT Change: Up 2.01 (+3.40%) High: 61.28 at 15:59 EDT Low: 57.40 at 10:07 EDT Open: 57.75 Previous Close: 59.19 on 5/22 Volume: 636,700 30-Day Avg. Volume: 769,000 Shares Outstanding: 50,108,000 Market Cap.: 3,066,609,600 52-Week High: 108.25 52-Week Low: 34.00 Beta: Not Available Yield: Nil P/E Ratio: 156.92 EPS: 0.39

To: Sir Auric Goldfinger who wrote (121)	6/27/2001 8:38:57 PM
From: afrayem onigwecher	Respond to 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.)