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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (65105)	7/23/1999 11:18:00 AM
From: Jeff Leader	Read Replies (1) \| Respond to of 132070

Mike - Thanks. I'll take a look at BETM. I don't worry much about the overbuilding in Vegas affecting CSDS. IMO the risk in CSDS is still execution. IF they come up with a number of strong slots, they will be fine - they could live well on even a downsized replacement market. But if games in the pipeline flop, they'll stall again when Bingo slows down. Weiss seems to have high hopes for the "Monkey Business" slot which is a JV with SLOT. I think the indians in CA will eventually win the right to full-blown casinos with slots. They have proven they can beat the NV casinos at the ballot box. And Gray Davis seems more willing to negotiate than his predecessor.