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To: Mao II who wrote (2956)	2/6/1999 10:24:00 AM
From: Dale Baker	Respond to of 118717

I will see how FOX does after earnings (assuming a bad overall market doesn't tank everything). I decided to go for FOX because it could hit the 30's on a PEG basis easily, while I was less sure about CBS making it to 50. Both look like good horses to back. I will probably get back into DISH, too, once I have some cash and we see a decent pullback.

To: Mao II who wrote (2956)	2/6/1999 10:37:00 AM
From: Dale Baker	Read Replies (2) \| Respond to of 118717

Comparing VRIO and EXDS the other day got me interested in putting numbers up side by side, so I did the same with FOX and CBS. Now, I have no idea how TV/movie franchises really should be valued. But there are some interesting numbers. CBS price/sales is almost 4 while FOX is 2 and something. FOX has higher revenue and a smaller market cap. FY1999 EPS estimates for FOX are double those for CBS. FOX doesn't have CBS' diversification and the IPO's (SPLN and MKTW). But it has the new Star Wars seris coming up. It's also a new kid on the TV scene compared to the established deans of broadcasting. But I like the room to grow here, in share price terms. I think we should run a standing contest and see which one gets to 50 first. Loser buys dinner the next time I make it up to your part of the country.