The psychology in scmi's stock including the buyers and sellers, are of two schools of thought:
1. The f4 fallout is "GREAT" for scmi because:
a. We are the better product left standing.
b. Hesse wants copy-protection 100% by March of 2006.
c. Mr. Kevin Clement has a very, very Good relationship with Sony/Bmg.
d. We lost zero business because all the Christmas release business has already been released and on the shelves. The high shopping season has arrived. Re-prints based on demand will occur. Thus the reason why berg has not annouced new stuff.
e. The copy-protection industry needed this "fallout", it needed to happen and so now Sony/Bmg could strike their "guideline" appeasement in full settlement with consumer groups.
f. Sony/Bmg wants to go worldwide with copy-protection.
g. The rest of the industry and apple will enjoy the fact that the industry has established, a legal precedent, through guidelines and appeased settlement.
h. macrovision's product will begin to receive more review.
i. mediamax will emerge as the new name in copy-protection.
2. The f4 fallout is bad for scmi because:
a. the copy-protection industry is going to fold up and go away despite the fact that hundreds of millions of dollars are being lost worldwide.