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To: Bill Harmond who wrote (79411)	10/3/1999 12:43:00 AM
From: dbblg	Read Replies (1) \| Respond to of 164684

ot vaguely TV related...do you have any thoughts on Gemstar? Also, which customers did BVSN talk the most about at Montgomery? Thanks.

To: Bill Harmond who wrote (79411)	10/3/1999 1:19:00 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164684

I agree that Univision is a very interesting, and maybe unique, situation, William. I also think that some of these radio stocks that are buying up other networks represent one of the last bastions of irrational exhuberance. Many of these radio networks aren't making any net profits, but the market loves the cash flow and the consolidation story. And it will probabaly keep going, with the relatively new ad revenue from internet companies being the icing on the cake.