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

To: lindend who wrote (53)	5/3/1999 7:15:00 PM
From: AreWeThereYet	Read Replies (1) \| Respond to of 201

Hi Linden, our disagreement on OAKT is minor. My point is that OAKT is extremely undervalue by its worth. It seems OAKT is considering to communication and DSP sector which is a good sign. There aren't any profit margin left for CD-ROM controller, soon DVD controller will also be a commodities. I do like its result relationship with Cisco and the achievement made by Pixel Magic. Nevertheless, OAKT will remain dead money until a sound business strategy is announced. MVSN is another excellent company but it is fully valued imo. At least we should see if it can sustain ~40% growth rate for 2 years to grant it such a high multiple. I expect it will see $60 soon solely on a technical basis, I guess the street no longer care fundamental. aC