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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (30878)	5/8/2008 10:48:35 AM
From: Madharry	Read Replies (2) \| Respond to of 78628

good timing on your mcgc exit . its being taken to the woodshed today on the announced dividend reduction. down about 15% at the moment. Not sure why the market is reacting this way. seemed pretty clear that the market had been pricing in a dividend reduction. I bought a little more. seems to me that if you accept the $12 book as legitamate and assume a 15% roe they could earns about $1.80 in normal times thats a better than 25% return on my cost.

To: Spekulatius who wrote (30878)	5/13/2008 9:07:41 AM
From: gcrispin	Read Replies (2) \| Respond to of 78628

Highlights from recently announced quarter for NTWK: -- Revenues increased 19% to $9.1 million -- Services increased 23% to $4.6 million -- License fees increased 17% to $3.0 million -- Maintenance fees increased 11% to $1.5 million -- Gross margin increased to 56% compared to 48% in the same period a year ago -- Operating income increased 245% year-over-year to $1.8 million -- GAAP net income increased to $2.3 million, or $0.09 per diluted share, versus a loss of $229,000, or a loss of ($0.01) per diluted share, in the same period a year ago -- EBITDA totaled $3.2 million, or $0.13 per diluted share, versus EBITDA of $676,000, or $0.04 per diluted share, in the same period a year ago -- Company reiterated guidance for fiscal year 2008: Annual revenue growth between 25% to 30% and diluted earnings per share between $0.28 and $0.32 I still own my full position in the company.