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Technology Stocks : Creative Labs (CREAF)
CREAF 0.448-4.6%Dec 17 12:59 PM EST
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To: mozek who wrote (6316)12/3/1997 12:19:00 PM
From: Jon Tara  Read Replies (1) of 13925
 
Mozek, at the very beginning of the "Asian crisis", SUNW took a big hit because of the perception that they do a lot of business in Asia. Guess what? They do about the same % of their business in Asia as does CREAF!

Same %, just opposite perceptions. SUNW was seen as vulnarable, because they were thought to have a large (about 20%) exposure in Asia. CREAF was seen to be safe, because they sold most of their product (80%) outside of Asia.

Now, the perceptions have flopped. CREAF is being punished because they have a large (20%) exposure in Asia. SUNW is being rewarded because they "only" have a 20% exposure in Asia!

The big differece, of course, is that CREAF has it's production in Asia, and benefits from lower labor costs. SUNW I beleive does most of their production here.

Obviously, different products, but still a useful comparison.
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