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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (30758)	4/23/2008 11:48:51 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78701

Jurgis Bekepuris. Emerging telecom. We - you and I - have talked about CHL a couple of times. It's been moving up again recently. There's also been anializer's pick here of Brazil's TNE. There still might be some opportunities with these. I continue to hold. Also AMX. I guess the emerging telecom play most attractive to me now (today, at this instant)would be the Indonesia Fund, in which I have a losing position. etfconnect.com With IF you get Telekomunikasi Indonesia Tbk, which when I looked, is not traded on our USA exchanges or in the pink sheets (i.e. with K or Y letters). IF's portfolio weighting is 17% this telecom. That's a main reason I bought the fund. And of course for the build-out/growth of Indonesian infrastructure as a consequence of its large population and its oil/gas/mining wealth.