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Politics : RAMTRONIAN's Cache Inn
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To: NightOwl who wrote (13814)2/16/2008 10:56:09 PM
From: Bret Masterson  Read Replies (1) of 14464
 
(1) I don't believe there was any implication that they would be able to fully use the NOL in 2008. From the wording in the statement, the implication was that now that the company appears to be solidly profitable on a consistent basis and is expected to be so in the future, it becomes reasonable to book the income

(2) However, I don't believe that anyone's "valuation" model has suddenly needed to be adjusted because they no realize that the company will have to pay taxes, as someone else mentioned. Am somewhat baffled, however, at the weak stock price response to the earnings. Perhaps manipulation? Perhaps just a case of investors leaving for their ski trips over the P-day holiday. Perhaps a case of investors expecting exactly the types of earnings and guidance which they received. I had (perhaps falsely) assumed that actually delivering the results and hence removing the uncertainty would be worth something, but we shall see next week.
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