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

To: md1derful who wrote (1783)	4/20/1998 2:29:00 PM
From: TOPSID877	Respond to of 22640

Sad to hear about Mr. Motta. It IS as if someone I knew passed away. As for the future value of TBR after privatization, there has been an inordinate emphasis upon the cellulars and the hypothetical future woes of some of them, as opposed to where most of the value will be: the regional fixed wires and the one long distance service. The very high ratings given TBR by investment firms (as recently as April 9 by Paribas Latin America) have not been revoked; I think part of the reason for the continued positive view of TBR's future is the great value seen in the regular local and long distance telephone services. Indeed, you would think TBR was primarily a cellular phone company by some of the news. Actually, the greatest market and the bulk of pent up demand is for regular local and for long distance phone service. Rapidly growing Brazilian businesses need regular telephones or need more local/long distance regular phone service; it seems some news sources have temporarily lost sight of this phenomena. I am not worried about the cellulars, but I DO think its important to remember where most of the value and potential growth is with TBR. In his April 9 announcement, Paribas Latin American telecom analyst William Beavington listed his E-mail address: wiliam-beavington@paribas.com . An assistant- Carlos Constantini- was listed too: crconstantini@bba.com.br . Perhaps they would be willing to answer questions on TBR's future and their price target of US $160.00.