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Rovi Corporation Message Board

  • dtmccune3 dtmccune3 Nov 16, 2012 2:26 PM Flag

    ROVI and DMRC are buys

    Rovi way is Digimarc dmrc

    DMRC is where Rovi was ten years ago...dmrc patents just starting to mature and be monetized...profitable and huge cash position...huge upside in licensing biz

    Rovi seems prime to be bought or roll up some smaller players of their own...seems like there will be consolidation...long term positive

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