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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: burn2learn who wrote (7594)1/8/1998 2:29:00 AM
From: burn2learn   of 13925
 
Any ideas on how the awe pci card will impact exsiting ide card sales? I myself really want a pci card and would only buy the ide based card if the pirce differental was steep. Supposedly this card will be introduced in 1qtr 98(I'll guess around earnings). Pci will be the future platform for the next card also(live: which according to the comdex info will be around in ~late 98), so some kinda phase out has to take place this year. A awe pci will put price/margin pressure on the existing awegold, value and sb16. I really wasnt paying attention to creaf when the awe32/64 were introduced how good did creaf handle the transition?
Also after rereading comdex info, I noticed that the chip used in the pciawe was currently sampling with oem's for applications on motherboards, I real wildcard at earnings would be the annoucement of design wins!!!

much possible good news to come
1.new pci awe
2.possible design win?
3.dvd sales
4.dvd-ram
5.voodoo 2 graphics card this coming qtr
6.aquisitions?
7.expansion for resent aquisition product lines
8.the ever possible buyback of shares!

I really dont see any new sound card products after pci awe until "live". Although the Pciawe would fit into the $150 spot between the valve and the goldawe, I would think that margin growth is over and that contraction will actually occur as the year goes by.

mike
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