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Non-Tech : Berkeley Technology Limited (BLKYY) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (427)	7/13/2000 6:16:35 PM
From: J. Conley	Read Replies (1) \| Respond to of 955

Expect VINA to next week announce that they will price the first week or two of August. I am nearly certain the company sold shares, perhaps all, of DCLK last quarter, and quite possibly some shares of another company. Perhaps RAMP. I believe earnings are scheduled for August 14, not August 2. At this point, I am not concerned about the institutional selling, which is obviously what has been happening. It could be related to redemptions and/or portfolio management issues that have nothing to do with LDP. That's my best wild guess. I see it as creating the opportunity to add at the present level. Trueger will speak at the FBR investor conference in September. From what I understand, Trueger rarely does this, and has not done it in nearly ten years. I doubt he would agree to do it without a few positive things to say. I know FBR, for one, has been very impressed with Trueger and his ability to convey his vision. IMO, there will be new money and new interest arriving in due time.