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

To: Paul Shread who wrote (1293)	3/24/1998 6:39:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 22640

Hello Paul, I remember seeing your last post and meant to respond, got sidetracked and the post went off the screen. Your question makes me realize how little I understand about the various spinoffs and TBR subsidaries. From what I understand the wireless portions of the 26 TBR subsidaries have been spun off into 8 new companies already, and either already or will trade soon on the Brazilian exchanges. If I understand correctly this included the wireless divisions of Telesp and Telepar. I don't know that I'm even aware of what the names of the companies are, much less the areas they cover and whether or not they are A band or B band. Below I've posted a few bits either posted on this thread or that I received via email. I agree it's time to get some answers. Can anyone help clarify? sf =================================== I will keep my eyes and ears open , Wall St will decide who is worth more or less on split up obviously sao paulo/rio de janiero have huge waiting lists for cellular and land lines and a total population in of over 22,000,000!!! in the cities and about 40,000 million in the state of sao paulo, rio de janiero i am not sure, the state of sao paulo has more people than Argentina. Nec Brazil is the first to push cdma with 150,000 lines in RIO next month with telrj. ====================================== INTERVIEW-Lucent vows to stay the course in Brazil This week, the company began output of radio base stations and other products at its first Brazilian plant, located in Campinas, 60 miles (100 kms) from Sao Paulo. It has begun to stockpile equipment to be able to meet demand from new B Band customers quickly, he said. Lucent, whose main customers now are two Telebras subsidiaries, Telesp (TLS_p.SA) and Telepar (TEP_p.SA), sold $250 million worth of telecoms equipment in Brazil in 1997. It aims to expand that to $1.5 billion a year by 2001, he added. biz.yahoo.com ============================================= RESEARCH ALERT-Brazil telecom split seen positive ''This should be particularly beneficial to shareholders of Telerj and Telesp, which operate in markets with the highest per capita and should benefit from explosive cellular growth in those markets,'' he wrote. exchange2000.com ============================================ RESEARCH ALERT-Brazil's Telerj, Telesp preferred ''In Telerj and Telesp, investors will receive the twop premier cellular markets,'' Aran wrote. exchange2000.com ============================================