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

To: J. Conley who wrote (609)	9/14/2000 2:48:50 AM
From: Madharry	Read Replies (2) \| Respond to of 955

The stock is severely undervalued, and the pullback was suspect- the stock was down almost 15% on less than 150,000 traded. This 2 days before inclusion into an index. very suspicious. Unless someone was short nufo and long ldp and unwound both positions in a hurry.

To: J. Conley who wrote (609)	9/14/2000 2:21:30 PM
From: architect*	Read Replies (1) \| Respond to of 955

J. thanks for clarifying the LPLA valuation comment. <20 bps on $80 B illion would be $160 million for LPA a year, no?> Asset management has fairly high profit margins so much of the $160 million would <have been> profit. The "almost $80 Billion deal" is very significant and Trueger seemed confident LPA marketing to the world's largest financial institutions, LDA 's new asset management web enabling software and Ian Whiteheads move to London will bring new deals and exposure to the European financial community. In addition to price appreciation of public holdings the discussion on forced acquisitions increasing the turn over rate in the public portfolio was interesting. When the current public portfolio is "turned over" LDP will have $1 Billion to invest instead of the $100 Million they started with or the $182 million now in private investments. $100 M in private investments yields $1 B, $1B = ? Maybe FBR will issue a post-conference report on LDP valuation. The pleasant surprises for me were the $1 - $1.5 B valuation for LPLA, "the almost $80 Billion deal" and the high percentage of private investments in hot technology markets, Agility in tunable lasers, Mahi Networks in optical switching, Lightchip optical equipment these are all encouraging for LDP future valuation. regards John