John <<When the price of a DVD Player reaches $250, and a CD player costs $150, what's the better buy? You might want to keep your old VCR for a few years. So you can still time shift. The best option is to buy a DVD-ROM drive and run it to your TV.>>
I like the way that you think. That's why I am long both CUBE and Creative. First, Creative, as you know, makes the number one rated PCDVD-Rom Drive, at least according to the Jan. Issue of PCWorld. Second, during the holidays, COMPUSA was letting you walk out the door with one of the Encore's at $299. Third, for $299, you got the Encore with CUBE inside. Fourth, you can run it to your TV. So, you see, you can have it right now!
Similar to CUBE, CREAF has experienced a recent slide [finished at $17.625 today], but starting tomorrow, I look for an uptrend to begin that will run past earnings (on or before Jan. 23 and CEO has said that he is comfortable with the number), past the Montgomery tech conference and through the Goldman Sachs conference. |
