Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : EN POINTE TECHNOLOGIES (ENPT) -- Ignore unavailable to you. Want to Upgrade?

To: Christopher Brainard who wrote (332)	1/26/1998 12:03:00 PM
From: Roader	Read Replies (1) \| Respond to of 537

Here is the Scoop!! As you know senior mgnt is in a quiet period b/c earnings are being released on friday. Spoke to someone lower in the company who said January was strong b/c one of the contract that was pushed out of december was executed in Jan. The problem is whether or not Gross margins increased enough in Dec to make the .22 first call est w/o those contracts. If ENPT hits the .22 I think we will se 11 to 12 in the next month b/c they will probably forecast higher annual growth that first call is projecting which is 11%. If they miss that .22 then get ready to load up in the 6 1/2 to 7 range. Roader Bear in mind on trailing twelve months the multiple is a mere 9.0x.