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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 (3280)	1/31/1999 2:57:00 PM
From: MGV	Read Replies (1) \| Respond to of 4613

CBS reports this week. I am hopeful but not expecting a breakout quarter in terms of upside surprise. It is the current quarter's earnings that likely will be more decisive. We need a catalyst to break out from 34-36. Infinity is one potential catalyst but not the most explosive one. There are two others that would be more explosive. One is a deal involving the network. The other is bust out earnings. Such earnings would include the network turning profitable along with record cash flow growth rate for the O&Os and the cable properties. My expectations are higher for the current quarter because of Karmazin. This first Q of CY 99 is the first full quarter in which he is unshackled from any impediments to doing what he does best: making money.