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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: jlib who wrote (33203)	4/27/1999 4:14:00 PM
From: lindend	Respond to of 122088

<SNIC>Sonic is a good company, but IMHO, authoring companies have limited upside potential (i.e. up front revenue, but no incremental revenues on sales of DVD). The Motley Fool had an excellent write up a couple months back... fool.com The real money is in DVD (and digital video in general) software. And here the clear solution is MVSN. They have an enforced MONOPOLY on both VHS and DVD copy protection and make between 2-9 cents per disc. The new copy protection act passed by Congress essentially mandates the use of their solution in upcoming digital video products such as replay. They are also expanding into digital watermarking (both audio/video), and computer software protection (they have the most robust solution there also). All high margin, high volume businesses. Since this is essentially an IP business, very few expenses involved, thus MVSN is extremely profitable (GM 91%, profits up 80% etc. due to DVD). And the P/E is still reasonable. IMHO, if you want a DVD growth stock, MVSN is it.

To: jlib who wrote (33203)	4/27/1999 4:14:00 PM
From: If only I'd held	Respond to of 122088

SNIC, I like it too. Did you guys see this by the way?? Ticker symbol is DWCH (Datawatch)Looks like a quick y2k fix. DATAWATCH: Report storage to protect data against millennium bug APR 27, 1999, M2 Communications - Applications such as Monarch/ES may be used to protect valuable data against Year 2000 threat - according to loading enterprise-reporting organisation Datawatch International Companies that are yet to achieve Year 2000 compliance or are concerned for the security of valuable data held within legacy IT systems, can now protect their business against the new millennium with enterprise reporting systems, according to Datawatch International - whose solution, Monarch/ES, is Year 2000 compliant. Monarch/ES not only helps extend legacy systems that are not applying a 'date window to the 2-digit dates, but extends the window into a full 4-digit year with the relevant century. Whilst systems are self-consistent in terms of handling 2-digit years, they fail when interfacing with other systems. Monarch/ES provides an effective solution without requiring any redevelopment or significant re-testing of systems, and it can be applied methodically across a range of systems. "Monarch/ES operates by storing data and reports in a separate repository that runs alongside existing reporting and storage systems," commented Tony Sumpster, Director of UK Operations at Datawatch International. "All data in the repository can be standardised by running simple data routines, so in the case of Year 2000 compliance, data is automatically converted from two to four digits," he added. Different date windows can be established for different reports, to ensure that not only is historic: data correctly interpreted, but that prospective reports are date stamped correctly too. Monarch/ES builds on the existing infrastructure and allows users to make static report data come alive, enabling companies to preserve the knowledge that went into their reporting systems while also adding powerful business intelligence capabilities. Monarch/ES allows user's to access archived information and adapt it into more recent reports, by using the system to simplify the distribution of report files, and transfer them into 'report marts'. This turns the report archives into the equivalent of a data warehouse or data mart that holds the information in a central database that remains secure. Users can however access specific reports and print them off on their local printer, through a distributed print capability. At the desktop, Monarch/ES also supports secure report distribution on the Internet and internal Intranets. Datawatch's advanced Portable Report technology is used to encapsulate report pages with index information to create self-contained reports that can be delivered across the Internet. Portable reports are compressed, encrypted and password protected to prevent unauthorised access. About Datawatch Datawatch is a global leader in business intelligence and knowledge management software. The company markets two key software products - Monarch/ES and Quetzal. Monarch has set a global industry-standard in report mining software and lets users turn lines of hardcopy report data into graphical documents in which data can be analysed, visualised and manipulated. Quetzal is an integrated helpdesk and asset management software solution designed for the busy IS support centre. In addition to its Monarch and Quetzal products, Datawatch also recently introduced Redwing, an Adobe Acrobat plug-in that simplifies text extraction from PDF documents. Datawatch products are used by more than 200,000 people in nearly 25,000 companies, institutions and government agencies world-wide. More details on Datawatch and its products are available on the World Wide Web at: datawatch.com In the UK, the company is based at Maple House, High Street, Potters Bar, Hertfordshire, EN6 5BS, Tel: 01707 664466, Fax: 01707 661250 -0- (C)1994-99 M2 COMMUNICATIONS LTDCONTACT: Clare Shephard/Fiona Boyd, Motive Public Relations Tel: +44 (0)118 988 0614 e-mail: fiona.boyd@motivepr.co.uk Andrew Smith, Datawatch International Corporation Tel: +44 (0)1707 667335 e-mail: andrew-smith@datawatch.co.uk M2 COMMUNICATIONS DISCLAIMS ALL LIABILITY FOR INFORMATION PROVIDED WITHIN M2 PRESSWIRE. DATA SUPPLIED BY NAMED PARTY/PARTIES. News provided by COMTEX.