EN POINTE TECHNOLOGIES (ENPT) Message Board

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Technology Stocks : EN POINTE TECHNOLOGIES (ENPT)

ENPT 0.0001000

0.0%

Oct 8 5:00 PM EST

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To: James Edge who wrote (276)	12/2/1997 11:37:00 PM
From: TimmFred	Read Replies (1) of 537

I think we could see some recovery to the 16-17 range near term, and believe we will have another upside surprise next quarter with resulting appreciation back to around 20, where we have upside resistance. My theory about estimates on this company: The actual numbers they make are the result of their distinct business model. However, analysts will not stick their necks out and say, "ENPT is different from the hundred other VAR's out there." Therefore, they continue to calculate EPS as though it is just like the others. It will take several more quarters for Wall Street to concede that ENPT really is different. Look how long it took for Dell and Dallas Semiconductor -- tech companies which were lumped in with their supposed peers for years despite continually out-performing. But even while we await recognition and P/E expansion, increasing EPS should drive reasonable appreciation. Remember, if we are putting in a new bottom here at 14-16, that is almost twice as high as the low around 8 which this stock hit, I believe, just months ago. Amazing how authoritatively I write with a little positive feedback!

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