Creative Labs (CREAF) Message Board

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Technology Stocks : Creative Labs (CREAF)

CREAF 0.411

+11.2%

Dec 8 12:12 PM EST

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To: BZOOKA who wrote (12011)	8/13/1998 11:28:00 AM
From: slob	Read Replies (1) of 13925

All, What uniqueness differentiates CREAF from Tiawan board makers? This is a question that I have no answer for and the absence of a good answer has kept me on the sidelines watching CREAF stock fall and fall and fall. It seems to me that despite CREAF's best efforts Soundblaster plug in boards, are destined to go the way of the Dodo. Now CREAF's management is certainly not blind to this problem, however, as potential investors we need to understand what other products in CREAF's portfolio have the potential to generate the margins that Soundblaster can. As I see it Creaf needs to have 20 to 25% gross margins to be an attractive long term investment, the problem is that most Asian PC board makers have to make do with 10 to 15% gross margins. If CREAF is relegated to this league than it needs to be priced accordingly (something like 0.3 PSR). OK, So I'm willing to learn, Tell me all about Creaf's great new products and how these products will be able to demand above commodity margins. Slob

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