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

To: Telemarker who wrote (11878)	1/16/1999 3:06:00 PM
From: Steve Fancy	Read Replies (8) \| Respond to of 22640

Telemark, no infuriation here...I would like to see more bubble busters. Please don't ever be afraid to offer honest comments. We only frown on flamers and trouble makers. At the moment time only allows a one or two liner response. I think the issue as far as the telco's and perhaps some other extrememly undervalued stocks, is that there is a solution on the horizon anywhere and that we're not going to go the way of russia with debt defaults etc. In my mind, as long as Brazil starts/continues to demonstrate their conviction to getting through this mess, confidence will continue to build, allowing focus on actual company fundamentals. We know in the case of the telco's that incredible growth is near guaranteed and that they are extrememly undervalued...doesn't seem to be much arguement here. As the concern of further massive devaluations diminshes, they should continue to reach fair value, which in my mind is twice current at a minimum. IMO, the real issue with Brazil has been the fear of darkness...with no real regard for how far down the markets were driven. I think we're starting...and I repeat just starting to see the morning sun popping out. Comments? sf