VIAB (Viacom Class B shares) formerly CBS Message Board

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Technology Stocks : VIAB (Viacom Class B shares) formerly CBS

VIA 54.08

+1.5%

3:59 PM EST

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To: joarel who wrote (4555)	7/28/2002 12:08:50 PM
From: Patrice Gigahurtz	Read Replies (2) of 4613

Viab is the strongest balance sheet of the whole media bunch you noted. Actually there could be a flight to security from poorly balanced sheet media stocks into Viab so to compare say AOL versus Viab is like comparing apples and oranges; yeah their both stocks but one is much sweeter to media investors than the other. Also not so sure it would be out of this world for Viab to become bigger and better in the current climate of weak stocks. There can be no question that Viab knows how to buy other companies and at waht price and also knows how to integrate the parts into a whole. Soooo, to compare AOl and that other French media to Viab is laughable ! BTW: I assume you sold yourself short by not holding on to Viab on its ride to $50 in early 2002 as you had wrote in 12/01 that you suspected Viab would hit $50 in Jan2002. Why didn't you sell at $50 instead of $44 ?

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