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Technology Stocks : Sumtotal(SUMT).Could Add Up To a Nice Stock Profit!!

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To: Steve Lokness who wrote (1)8/5/2006 6:07:32 PM
From: Arthur Radley  Read Replies (1) of 31
 
Steve,
With just a limited review of NSTC it appears they are a sound company with some similarity to what SUMT is doing but with some differences.

Just some quick observations as to why I think SUMT is a better play than NSTC...remember this is based on limited review of direct comparison.

One...It appears that NSTC's growth this year will not match last year's growth..but then maybe last year was huge and thus a slow down should be expected. But anyway SUMT is expecting over 500% growth in revenue.

Two... It appears that the stable of clients in SUMT's corner is far more than what NSTC has...this relates to size and diversity of clients.

Three..Market cap of NSTC is nearly three times that of SUMT, so if they can generate the growth that is expected in the near term I would think that the potential for SUMT stock to appreciation would be easier than for NSTC.

Four..Appears that NSTC is operating as an off-shore company with clients mainly in Asia. I get nervous when I see off-shore attached to any company operations.

Five-- Israeli vs US... I don't like what is happening in that region of the world...I can only hope that a resolution can be placed in effect..and soon! My concern is that operations could become unstable for a long period of time.

Just all my opinion....but I hope these are some starters for your review of SUMT.
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