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


To: Doug Chin who wrote (1246)3/20/1998 11:57:00 AM
From: mbjr  Respond to of 22640
 
Doug: That's about the same time I last lived in Brazil, too.
I am bullish on TBR mostly because 1) of the repressed demand
in Brazil and 2)the stable economic situation .
I just e-mailed friends at the Telebras Research Lab (where
I used to be) to get their input. Will report on that.
I recall they had a lot of talented people there. However, I'm
concerned with lots of government-induced overhead and inefficiency.
That should go away in the privatization.
With the govt out of the picture, I expect efficiency to improve.