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


To: Christopher Brainard who wrote (339)1/28/1998 3:57:00 PM
From: Roader  Read Replies (1) | Respond to of 537
 
I'm a bit bearish on the Short term outlook. Spoke to Brenda after my last post. First problem is the analyst consensus is .20 and First Call has not updated their estimates to reflect it. FC still has .22. I bet we come in at .20 and the market thinks we missed by .02. The immediate reaction could take 1-2 pts off the ask but probably not off the bid. If you have a 12mo time horizon I would buy more. I don't see a real recovery the same day. We should hear Bob Din on the cc say Jan is going to be a great quarter.

The other factor contributing to weakness in the stock is that the whole sector is down, disallowing any stock acquistions in the industry.

If I were Bob I would recommed he buy a service company using cash. The power of leverage needs to be employed here.

By the way cc# is 800-399-2044 tomorrow at 4:30.