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

To: Matt who wrote (43)	4/7/1998 8:22:00 PM
From: A.J. Mullen	Respond to of 201

Thankyou, I didn't realise the main protection MVSN was offering was against VHS rip-offs. It now makes perfect sense that a modicum of DVD players is the optimal scenario for MVSN. Has Hollywood scotched the plan for DVD recorders for the consumer market? I bought MVSN in part for its DVD play, switching out of a DVD manufacturer. Now I see I should be pleased that DVD has not taken off.

To: Matt who wrote (43)	4/13/1998 11:55:00 AM
From: lindend	Read Replies (1) \| Respond to of 201

>>and my guess that Macrovision revenues peak when DVD penetrates 15% is very approximate. >> I disagree. DVD is currently playback-only with mainstream, low-cost, consumer recording technolgies on the very distant horizon (DVD-RAM still can't handle a dual layer disc, much less double sided, dual layer). Even if DVD hit 85% penetration, playback only, VCRs would still be needed until a digital replacement was available. I would counter that high penetration of DVD would actually increase the need for MVSN since users basically have a studio digital track to record from.