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Strategies & Market Trends : Telebras (TBH) & Brazil
TBH 0.896-0.9%Nov 21 3:59 PM EST

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To: Steve Fancy who wrote (1177)3/11/1998 10:03:00 PM
From: MyStoxGoUp  Read Replies (1) of 22640
 
Telefonica-Worldcom-MCI-Andrew Corp

I have been wondering about the implications to TBR of the WCOM/Telefonica deal. I have to conclude that it is a positive. If WCOM is interested in globalization, than TBR and the impending privatization has to be something that they would be interested in participating in. I wouldn't be opposed to a runup of the stock price because of consolidation speculation.
Andrew Corp.: Did anyone notice that "lower than expected demand from the Brazilian cellular sector" was partially blamed for their poor earnings.Andrew is a Telecom equipment provider.
Any thoughts here?
Phil
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