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Strategies & Market Trends : Telebras (TBH) & Brazil -- Ignore unavailable to you. Want to Upgrade?

To: Rohit Nanavati who wrote (551)	12/12/1997 9:02:00 AM
From: Bob Howarth	Read Replies (1) \| Respond to of 22640

I went to www.forbes.com and the story was right on the front page. It was bullish on TBR at these prices IFF no devaluation of more than 15%. It also brought up whether you want to own all the pieces after the privatization of sell just before.

To: Rohit Nanavati who wrote (551)	12/12/1997 10:58:00 AM
From: Madharry	Respond to of 22640

I'm not sure if it is in the actual magazine or just an interactive section. The writer indicated that there was a vast difference betweeen the way that Brazil wass handling its problems as compared to Korea and felt that the current price discounted any devaluation of the real up to 15%. He also presented a table of latin american telcos which indicated that the price/ cash flow of 4.4 for TBR indicated that TBR was the cheapest latin american telco. IMO investing in this stock is a no-brainer. it's now selling at a P/E of 10. it's a monopoly and its undergoing privatization so the government should not be taking any actions to adversely affect it until the privatization takes place. I would rather own this than any US company i can thing of.