To: Bouf who wrote (68483 ) 4/14/1999 6:57:00 AM From: Terp Respond to of 119973
Don't miss LPGLY! PE of only 10 and they pay a $.23 per share dividend!! The next MSGI, CMGI that is just starting to make it's move. They Read: <<Other info on LPGLY (in case it hasn't been mentioned) Book value is about 23 based on mark to market accounting. Co will not diseminate any info on what all the other holdings are. ConvergentNet and XLNT are two private techs that they have a known stake in (to what degree remains to be seen).127.0.0.1 :3456/SI/~wsapi/investor/reply-8870272 (ConvergeNet press releases)127.0.0.1 :3456/SI/~wsapi/investor/reply-8870587 (XLNT press releases) The stake in NETP is held by London Pacific Annuity, a wholly owned subsidary of LPGLY. Investment in ConvergeNet is thru Berkeley Capital. BTW, Berkeley is also a wholly owned subsidary of LPG. Here's a list of some of Berkeley's fundings: Acuson Corporation Adaptec, Inc. Advanced Cardiovascular Systems Altera Corporation America Online, Inc. Atmel Corporation Broderbund Software, Inc. Cadence Design Systems, Inc. Cirrus Logic, Inc. Community Health Systems, Inc. Cypress Semiconductor Corporation Idexx Laboratories, Inc. Integrated Device Technology, Inc. Linear Technology Corporation LSI Logic Corporation Nellcor Incorporated Oracle Corporation Sequent Computer Systems, Inc. 3Com Corporation Ventritex, Inc. Again, don't know to what degree some of the holdings may be, but based on the NETG,NETP holdings, I would suspect that it would be more than a couple of thousand shares (ala WCAP). Also, there is the possibility that some of these holdings may have (probably) been sold off by now. Even if they have been sold off, they have an excellent track record of picking winners! Still searching out other holdings. This co could (should!) be a blockbuster.>>