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

To: J. Conley who wrote (506)	8/16/2000 9:15:23 PM
From: Sir Francis Drake	Respond to of 955

LOL! Thanks JC. It is gratifying to think that EVERY part of their business performs better than industry averages - it should assure us that (at least theoretically), the shareprice ought to outperform the sector as well (hey, one can dream, can't one?). Speaking of price, LDP is holding up remarkably well. I expected a bit more of a pull-back - of course the markets have been generally cooperative, so the real "test" hasn't come. Regardless, a pullback is just an opportunity. BTW, did anyone notice SABA today?!! Wow, up 15%... now, if only VINA could find its legs... though at least it is up over both the first day and the offering price. As long as the portfolio is doing well, and NAV climbs, I don't see how LDP can collapse. Given what we've learned from the last earnings, who would decide (institutional money) to sell? There may be times when the sector is out of favor (as the VC/incubator sector seems at the moment), but the one thing about LDP, is that there is always underlying tangible value not wholly dependent on their portfolio... plus they pay a dividend to tide one over the "dead times" - hey this sounds really good, where do I sign up for such a deal, LOL! Cheers, Morgan