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Strategies & Market Trends : Telebras (TBH) & Brazil
TBH 0.480+9.7%Jan 22 3:59 PM EST

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To: Fred Levine who wrote (1402)4/2/1998 11:26:00 PM
From: Eugene Goodman  Read Replies (1) of 22640
 
Fred

TBR has been a D-1-1-7 for perhaps a year. I of the factors in my
buying TBR was the high ML rating. This led to getting an annual report and so on.

I have not found general discussions on the alternative strategies that could be used by investors after privatization. I follow IBD,
NY Times, Economist, S & P and ML.

I guess the most simple strategy- holding for the long term, that
is a couple of years after closing, might turn out to be the best.
But I am far from sure. The new Brazilian companies may be faced with competition soon after privatization. This is where the similarity between the privatization of TBR and the breakup of ATT ends. The BOCs still have no competition. ATT is still screwed up

I need more info and a better feel for the level of competition.

Eugene
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