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

To: Michael Burry who wrote (648)	1/5/1998 11:24:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 22640

Michael...great article. I don't consider TBR very speculative. I'm into some biotech's I find speculative. For some reason, I believe in the company and the government. I could be a fool for the short time I've followed this company and Brazil, but I'm convinced they mean business. I can't see how it would be in anyone's best interest to screw the ADR holders. I believe the $144 mimimum valuation will be bumped considerably higher soon. Thanks again for the story. More folks need to understand this story. Interesting you listed DSC also. I own DSC from some time back. Bought at 35 and kinda forgot I had it. I believe DSC will have an extremely good year. Was going to buy JAN 25c on DSC when they hit 1/4, but got away from me today. sf