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Non-Tech : Berkeley Technology Limited (BLKYY)

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To: George the Greek who wrote (393)6/13/2000 5:39:00 PM
From: JSB  Read Replies (2) of 955
 
I am an accountant and I think LDP
has one of the best, if not the best,
business models out there.

Management is very sharp and their
investments are exceptional.

That said, fwiw, I've broken every
rule I've ever followed and LDP now
represents slightly over 30% of my portfolio.

I also think it's been manipulated and sent
an inquiry to the NYSE today. There's something
very bizarre when our NAV can increase 50 million
bucks today and we close flat and trade at a major
discount to our honest valuation.

I watched a 130k share buy today, when our total
volume was only 50k up to that point and there
is no doubt that the specialist walked the price
down to facilitate that buy at 11 11/16's.

When one buy represents almost 1/2 of our total
volume for the day, we should be up.

Jeff
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