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Technology Stocks : VIAB (Viacom Class B shares) formerly CBS -- Ignore unavailable to you. Want to Upgrade?

To: John M Connolly who wrote (3028)	12/12/1998 9:28:00 AM
From: Guy E. Fleming	Read Replies (1) \| Respond to of 4613

Given the market's evaluation of INF, isn't CBS stock, at present levels, undervalued by perhaps $10 or $15? Perhaps I'm naive, but what am I missing? Why hasn't CBS stock gone up? The Network and TV stations alone have to be worth more than $4 and change -- the net present valuation after factoring in the market value of remaining INF shares. Question #2: if you had $10,000 to invest in CBS and/or INF where would you put the money today for best results in a year? My inclination is to put it all into CBS on the theory that INF shares held by the company will be eventually distributed to shareholders but I'd welcome contrary comments. Maybe CBS still has some stigma attached to it from the Tisch' botch job and the initial WX days while INF is the new powerhouse kid on the block with lots of good Street vibrations behind it but (a big but) CBS owns most of it. Thanks for any thoughts! Guy E. Fleming

To: John M Connolly who wrote (3028)	12/12/1998 9:35:00 AM
From: Patrice Gigahurtz	Read Replies (1) \| Respond to of 4613

John: All I'm saying is of late I have held CBS shares for (stll hold some till maybe Friday if covered called' away) Mel's radios and billboards. I just simply sold most of my CBS shares and put it into INF for it's growth, etc. I have nothing against TV but did you read yesterdays' USA Today newspaper article regarding that status of TV networks ? It's still on sale as their Fri/Sat/Sun edition. I have trouble understanding how they can figure out the news in advance of Sat and Sun. Thanks