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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (8997)	11/21/1999 10:07:00 PM
From: TwoBear	Read Replies (1) of 78626

Mike, Armin, are you all concerned about the inability of ABC/ESPN to win the NASCAR lottery or the NCAA basketball lottery? ESPN has by far the best race coverage of the networks and I am disheartened that NBC won the contract. NASCAR races are some of the highest rated programming for ESPN. The only thing ABC/ESPN has left is college football and that excludes some conferences namely the SEC. I know that this is only a portion of DIS but those are MAJOR deals (NASCAR-4 Billion, NCAA-6 Billion) and I was concerned about the loss in advertising revenue. Any opinions? Scott

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