Berkeley Technology Limited (BLKYY) Message Board

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Non-Tech : Berkeley Technology Limited (BLKYY)

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To: xcr600 who started this subject	8/14/2000 1:06:25 PM
From: Sir Francis Drake	Read Replies (1) of 955

Very impressive company, great earnings, lovely prospects - but wasn't all this already known? I suspect there will be a pullback on the theory "sell on the news", plus VC/incubator plays are out of favor for the time being. Then again, the IPO market should improve once the FED stays pat on 8/22, which should benefit the sector. When that happens, I would expect LDP to benefit the most, because of relative valuation - it is much cheaper than other plays of comparable quality. Plus, I like how T. wants to raise the profile of LDP. I think we'll see stealth accumulation from the big boys as the road show gets under way. This one is just too juicy to pass up. I'd get back in on a pullback. Morgan

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