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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (15679)	12/22/2001 10:07:10 PM
From: Ibexx	Read Replies (2) \| Respond to of 99280

Zeev, First, let me apologize if I had inadvertently offended you. Most people on this thread would be offended by being labelled a LTBH. <g> I would be most interested in having a discussion with you on biotech evaluation, not only from investors' viewpoint, but also from that of an acquiring pharma. But let's do it some other time. I am scheduled to fly out to the west coast tomorrow and my bags aren't even packed. I have bookmarked posts on this subject, however. Regards, Ibexx

To: Zeev Hed who wrote (15679)	12/23/2001 1:15:56 AM
From: mishedlo	Respond to of 99280

Zeev I asked a MVSN bull to sum up the case for me. Do you follow this one? Here was his reply. Comments appreciated. Thanks M ========================================================== >>Summ up the MVSN case for us.<< Cripes! That could take all the pizza and brewskies in town! Ever try to copy a rented video tape? Did you wonder why the picture on the copy flashed light and dark and the picture tore horizontally? Thats Macrovision at work. Ever try to copy a DVD? Did you wonder why the picture flashed light and dark and had horizontal bands in it? That's Macrovision at work. Macrovision is the defacto standard for video copy protection. First introduced on VHS tapes in the mid 80 to noticeable effect, the copy protection system was enhanced with the introduction of DVDs in the mid 90s, where the movie producers required the DVD players to have Macrovision built into the circuitry of the player rather than relying solely on the signal being recorded on the media along with the movie as is the case on tape. Macrovision collects a royalty on every prerecorded video tape, every DVD and every DVD player that uses their system. Movie producers have pressured governments to require all video recording hardware sold in their respective countries to be purposely designed to be obstructed by Macrovision. Laws complying with the movie industry's wishes were enacted in the US and Japan in 98 and 99. Macrovision technology is also built into digital TV set top boxes to prevent taping of programming offered via PPV systems. There seems to be a dispute at present between the studios and PPV operators that, for the time being, has resulted in the PPV systems refusing to turn on the Macrovision circuits. Macrovision also offers copy protections solutions for software CDs and has in development a copy protection system for audio CDs. Their digital set top box and VHS tape revenue has fallen the last few quarters, but the DVD sector is growing rapidly and is now their largest market segment. Here's their midquarter guidance that sent the stock plunging a week ago: money.excite.com I'm not sure if these guys have really bungled it as badly as they seem to be saying, or if they are sandbagging like crazy because they know Dubya will annoint their audio CD copy protection as the US standard. Steve the mystified, confunded and just plain stumped at performance of MVSN