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Gold/Mining/Energy : T.ITE: iTech Capital (TSE) -- Ignore unavailable to you. Want to Upgrade?

To: Claude Cormier who wrote (1449)	11/5/1999 11:01:00 AM
From: keith massey	Read Replies (1) \| Respond to of 5053

You can conclude that it could take a long time before they find appropriate vehicles for this money I sure wouldn't conclude this. In talks with management they have told me both the deal flow has been increasing at a huge rate during the past few months. In addition, the quality of the deals they are viewing has also gone up. It takes time to set up the partners and contacts to get the great deals and deal flow and this is what they have been doing since Jan. It is no surprise that they only did the Medsite.com deal during this initial period. However once you are set up..... The guys at JDX are sounding a lot more upbeat and confident about the future price of the company in the past month. I now believe that they must be close to being ready to announce their investment strategy and plans going forward. Just my two sense. Best Regards KEITH

To: Claude Cormier who wrote (1449)	11/5/1999 11:04:00 AM
From: John Powell	Read Replies (2) \| Respond to 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...