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To: Victor Lazlo who wrote (79403)10/2/1999 10:45:00 PM
From: Bill Harmond  Read Replies (2) | Respond to of 164684
 
Nah. Though you are right about dotcom spending this fall, there are too many other negatives. Audience erosion, run-away program costs, etc.

One sterling exception to this situation, though, is Univision. There is a real organic growth story there, and program costs are fixed to a percentage of sales. IMO, Univision is an extraordinary opportunity.



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