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

To: Christopher Brainard who wrote (427)	3/18/1998 10:48:00 AM
From: Roader	Respond to of 537

Not tired of your questions. On vacation for a coupled days. I will try to call Susan Bailey today. Will report back. Roader On a risk / reward basis you lightening up was probably a smart move.

To: Christopher Brainard who wrote (427)	3/20/1998 11:50:00 AM
From: trezza	Respond to of 537

Looks like higher volume today... wonder how well the price will hold. Seems like there is quite a bit of demand at 10... Be interesting to know if Roader got any information about this quarter. Still worried about that upcoming IBM deal.

To: Christopher Brainard who wrote (427)	3/20/1998 12:12:00 PM
From: ratan lal	Read Replies (1) \| Respond to of 537

Chris I have not looked at ENPT for sometime. Whats happened?? If you remember, I was short at 24 and was booed out of this thread when I explained why?? I got out at 22 (sigh!!) and never looked at it again. ratan

To: Christopher Brainard who wrote (427)	3/20/1998 4:49:00 PM
From: trezza	Read Replies (1) \| Respond to of 537

I'm somewhat glad I lightened up my load with you Chris Now things get interesting for ENPT. What is their book value, somewhere about $5 a share? Even at 0.21 EPS this quarter, they probably won't dip below $8 (though who knows). At 0.25, they could bounce back up to $12 easily. With the stock at 9.375, thats about a 30% upside potential with a 12% downside potential in the near term. My concern is the obvious institutional investor who bailed today. (and what news did that person know that we don't) However, given that we've be averaging around 9,000 shares a day for a couple of weeks and today we've absorbed almost, what, a half- million shares (about 10% of the float!) while dropping less than a point, it seems that that we're at some bottom (pretty strong demand down here). Any thoughts? Did you hear anything from Roader? John p.s. The DOW is looking pretty damn staggeringly high considering it was just October when the thing had its quasi-crash. Warren Buffett made some optimistic statements recently, but it sure seems to me like a drop to 8000 is reasonable. (of course the doomsayers say 7000, which seems a little extreme to me)...With these returns on the DOW / S&P, makes me think I should go back to buying index funds (though after the next crash!)