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

To: DMaA who wrote (1741)	4/17/1998 11:53:00 AM
From: Steve Fancy	Read Replies (2) \| Respond to of 22640

David, not sure where to go for the moment...based on the reports on Mr Motta and the comments from Jeremy a week or so ago, there may be some more short term turmoil to come. I'm not going to establish any new positions till next week unless the stock dives to the 120 level. One other issue that's been in the back of my mind...I wonder what the possibility is of interest being less than everyone thought after prospective buyers check out the data. We also don't have a beat on how the seemingly strict rules affected sentiment. I'm still happy with the May 130P I sold though. David, want to pool funds, take a business trip to Brazil and check out those data rooms? sf