T.ITE: iTech Capital (TSE) Message Board

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Gold/Mining/Energy : T.ITE: iTech Capital (TSE)

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To: Claude Cormier who wrote (1449)	11/5/1999 11:04:00 AM
From: John Powell	Read Replies (2) of 5053

You can conclude that it could take a long time before they find appropriate vehicles for this money. We are in a tech bubble. So the prices are getting higher very fast. The ticket to enter this market is expldong in price as the line up grows. In short I think that JDX may miss the train and that the IPO market will not be the same when the music stop. The window of opportuniting is getting smaller. If I shared your opinion completely, Claude, I would never have put the percentage of my portfolio I have in Jordex. I agree with you that prices are going up, which is precisely why JDX management have had to examine the number of deals they have. But irrespective of price rises, there is always value to be had if you look in the right place and have the right people looking. What I'm expecting out of this is far fewer .com's and far more "infrastructure", if you want to call it that. I wouldn't be surprised to see future deals being much more telecommunications based just because of this. I am in this for the long haul and very happy to be so...

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