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To: jbe who wrote (25696)7/14/1998 6:35:00 PM
From: DRM  Respond to of 95453
 
I think that both companies have excellent long term potential ... the thought was to take the short term tax loss and pick the best company to double-down on. There is the risk that you point out that the company you sell outperforms the one you keep ... but it would have to outperform with future dollars the tax loss in present value dollars ....