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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (97495)	9/13/2002 9:55:23 AM
From: sjemmeri	Read Replies (1) \| Respond to of 132070

09:13 ET Bernstein sees value in select network equipment co's : Bernstein says that net loss carry forwards represent significant real shareholder value for some network equipment co's; NLCFs cannot be recognized until they are no longer expected to generate future losses, but the value is high as they will be used to offset future tax liabilities. LU has more than $7 bln to offset tax liability and is unlikely to pay cash tax for the next 7 years, which is worth $0.44 to LU; value is also significant for PALM, NT, and COMS. ...Imagine what they'll be worth someday if they keep losing money at the current pace. No way they could keep that up though.