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Gold/Mining/Energy : TS TELECOM (www.tstelecom.com): ASPIRING TELECO -- Ignore unavailable to you. Want to Upgrade?

To: Ciao who wrote (1476)	3/10/2000 12:08:00 AM
From: Gordo	Read Replies (3) \| Respond to of 1762

OFF TOPIC TO CIAO: In response to your queries on VMI: The hidden value in the holdings of iKnowledge are still speculative at this point in time. Even though a third part y bought in, there is no resulting cash flowing back to VMI - this can only occur through either earnings, or the sale of VMI's share of assets upon which a capital gain can be realized. The underlying assets in iKnowledge are based on VMI's Nereus product, which is the product that I alluded to previous as Vicom having unsuccesfully tried to commercial on its own. The six million from a third party is likely being used for working capital, although it is of some interest if a third party did see enough value there to inject cash. With regards to the future of CBT, the fundamental concept is not that new, nor the enabling technology. I remember doing business plans based on the promise of CBT back in 1993. However if the market wants to place a $1 billion valuation on a CBT-based company, so be it. Who am I to question the "wisdom" of the markets. And to your final point - yes it does appear that VMI is in a technical breakout pattern. Who knows, maybe I will disregard JT's advice and through some of my hard-earned cash at this "dog". gord