VIAB (Viacom Class B shares) formerly CBS Message Board

To: John M Connolly who wrote (3845)	6/3/1999 3:46:00 PM
From: B. A. Marlow	of 4612

This can be argued either way, John. It's true that there's duplication and overlap between CBS' Net properties and certain services provided by LCOS. But some of LCOS' arrangements are contractual and can be changed, if warranted. Thus, one can't say that CBS' investment in BNYN's Switchboard signals that a LCOS deal is off the table. Incidentally, one of LCOS' strongest assets is Wired.com. This would give CBS News a hugely valuable source of technology news and opinion from the Left Coast. In fact, Wired is so right for CBS that it's a shame CBS let it get away in the first place. In addition to TGLO, other possible "community" acquisitions include BOUT (formerly MINE) and MPTH. BOUT looks especially attractive. BAM