Number Cruncher,
Check out a stock called Netsol Technologies (NTWK), I would be very interested in what you think. It has a very similar situation to NMKT in that it has increased its OS by something like 85% in the last year, so the stock price just continues to depreciate.
I have been in NTWK since 2000, and have been EXTREMELY frustrated with its performance, but its funadamentals have been improving as of late.
There is a NTWK board here on IHUB. It is very dead bacause of all the frustration the long-term holders have felt over the years.
I have been very impressed with your perspective on NMKT and I would love to see what you find about NTWK - GOOD AND BAD.
OS about 13.5M
Just recently turned profitable
Debt has been DRASTICALLY reduced
Getting ready to do an IPO of a MAJOR subsidiary on the KSE (one of the fastest growing markets last year)
Board on yahoo is one of the best, but the overly optimistic longs refuse to discuss the possible concerns.