Sumtotal(SUMT).Could Add Up To a Nice Stock Profit!! Message Board

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

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To: Arthur Radley who wrote (2)	8/5/2006 7:53:37 PM
From: Steve Lokness	Read Replies (2) of 31

Just to get some comment going here, I will respond to each of your points; 1) Where do you get a revenue growth for SUMT of 500% and over what length of time? The last qtr growth was 58%, which while not bad, sure doesn't get to 500% anytime soon. .........As to NSTC's growth, they showed a 49% revenue growth last qtr AND made money!! You should also note the huge backlog at NSTC (532 million!) 2) You may be correct that SUMT has a larger "stable" of clients, but that is rather meaningless without knowing how much per client. You can sell one pencil to every company in the world, but that doesn't mean much when it gets to the bottom line. Since NSTC has more revenue and much more profit that SUMT, it would indicate their contracts involve much more money. 3) No comment, other to question the growth prospects. The guidance for next qtr from SUMT is 25.5-27.5 million. The revenue for the second qtr is 25.1million, so even with their highest figure, their growth just isn't that great. Would dearly like to hear what you base your growth prospects on. 4) We looking at the same company? Here is a list of NSTC clients; ness.com 5) Israeli vrs. US. The conflict in the ME might be more of an opprtunity for NSTC than a hindrance? I have been puzzled that NSTC share price has not been hit because of the conflict - might be a reason. I'm interested in SUMT - especially if there is 500% revenue growth and some earnings. NSTC has the real revenue growth and real earnings. The earnings per share in qtr 2, 05 for NSTC was .11 cents. For the same qtr this year it is .16 cents and the guidance for next qtr is .20-.22 cents. Now thats meaningful numbers and since it is a profit vrs a loss it is real money!! Always respect your thoughts and ideas; Steve

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