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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: Dennis G. who wrote (13524)	2/6/1999 1:19:00 AM
From: Dennis G.	of 13925

Creaf (Part 1): FWIW, here is another simple statistical comparison of CREAF vs. the multimedia industry. I gleaned the following data from the latest sheets on Yahoo. As a kicker, I threw in Mickey D's (MCD). Shown are the latest stock price, number of shares in millions, number of employees and cash per share. Stock P($) S(M) Emp. Cash/S creaf 12.00 92.9 4000 4.49 dimd 7.63 35.1 864 2.21 tdfx 11.75 15.6 123 6.08 nvda 19.80 28.6 184 0.88 tdddf 4.88 15.3 91 1.48 siii 7.63 51.2 654 2.51 intc 127.50 1670.0 63700 5.05 esst 6.50 41.2 447 0.76 cube 21.50 37.5 750 4.76 aurl 0.51 45.0 81 0.01 oakt 3.00 40.7 511 2.59 nine 2.75 9.4 97 0.07 opti 4.50 10.8 133 5.46 crus 7.88 63.9 1857 5.25 mcd 80.50 676.6 267000 0.45 Here is that list of stocks sort according to total value, including cash, per employee (in thousands). I have also included the weighted average of all of the multimedia industry except INTC. Stock V+/Emp (K) intc 3343 nvda 3078 tdfx 1490 cube 1075 tdddf 820 esst 599 siii 597 w-ave 449 opti 365 dimd 310 aurl 283 creaf 279 crus 271 nine 266 oakt 239 mcd 204 At the top of course is the behemoth INTC, because of it's near monopoly in the multiprocessor business. There are 3 others at over a million per employee. NVDA is obviously distorted by it's recent IPO. (Probably a great short.) CREAF ranks just below AURL, and only 37% above McDonald's at the bottom. If CREAF had the average of the industry, it would be 60% higher at $19.30. But I believe the cash position of some of these companies distorts the true relative value. Here is the same list sorted according to value per employee exclusive of cash. Stock V-/Emp (K) intc 3210 nvda 2941 cube 837 tdfx 719 tdddf 571 esst 529 siii 400 w-ave 298 aurl 278 nine 259 dimd 220 mcd 203 creaf 174 crus 90 oakt 33 opti -78 Continued Part 2 Dennis

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