It's an interesting theory, but it doesn't explain why Macrovision is upset. This is part of a trend that began when the first Harry Potter (Lord of the Rings? I forget) movie was released with Macrovision only on 1 in 10 discs and Macrovision thereafter changed its licensing requirements to require that all discs released within a region would have to have Macrovision (or none of them). Macrovision does a fine job of frustrating the legit activity of a lot of law-abiding users to the benefit of the studios' business-model, so they've got an interest in keeping the impression that they're using Macrovision alive, even as they pull back from paying protection money to Macrovision for every disc they sell.