SFI essentially has a superior technology to NEA, and a budding relationship in the US. Considering NEA had a slow beginning and serious staffing problems I think they are lucky to be where they are.
NEA is a dangerous stock I think, as it is extremely volatile. I can't help thinking that a few people are making a lot of money along the way, at the expense of the ordinary NEA investor.
SFI SP, page-11
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