Telebras (TBH) & Brazil Message Board

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Strategies & Market Trends : Telebras (TBH) & Brazil

TBH 0.472

+2.6%

Jan 16 9:30 AM EST

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To: wl9839 who wrote (21062)	6/20/2000 6:14:00 PM
From: Steve Fancy	Read Replies (1) of 22640

Just saw this story Warren, doesn't sound great for TEF? What do you think this means?... Anatel said it will decided within the next 180 days how it will annul Telefonica's concession. Has TEF forfeited it's stake in CRT? FWIW, I picked up 500 shares of CUBE today. Will supplement with one position of options at some point. Semi-equip B2B out tonight and I expect it to be bullish as Semi-equips are one sector that tend to perform well in a rising interest rate environment. If it's not so good I pick up more CUBE tonorrow. MU reports Thursday I believe and MOT should be anytime, I'll have to check that one. Do you, the DOC or anyone have any cheaper, yet to be fully discovered semi's you've had your eyes on? I think CUBE is another nobrainer as they're in the hot and soon to be hotter DVD and set top box market. No one seems real sure how to value the company after the divicom spinoff, and are anxiously awaiting their first stand-alone earnings report in July. The Sansung win for CUBE the other day was big. Thanks, sf

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