Creative Labs (CREAF) Message Board

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Technology Stocks : Creative Labs (CREAF)

CREAF 0.470

0.0%

Nov 28 9:30 AM EST

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To: JP Sullivan who wrote (13904)	3/25/2000 2:44:00 AM
From: Flint	of 13925

Creative will NOT be reporting revenue growth for Mar 2000 quarter. Dec qtr is seasonally the best quarter due to X'mas hence expect the Mar2000 to be obviously down qtr on qtr. Compared to Mar1999 qtr, Mar 2000 will have significantly lower graphics (lousy margins) contribution and there is no way the other parts of the biz will take the slack here. Watch for the gross margins to close in on their historical highs tho' and for net margins to go the same way, i.e. historical levels. By Dec 2000, the gross margins should have breached historical highs... and likewise net margins because the mix of products will change significantly and "e" sales of their low margin products will have shown the impact... plus Jukebox plus other PDAs plus err ... exceptional gains from sale of stocks from investments. Oh yeah ... Dec 2000 qtr should have record sales figures too... on top of record gross margin and net margins.. Go figure where earnings should be. If you are BUYing for revenue growth in Mar2000, then forget it. It shouldn't happen. My Target ? US$88. Would re-examine reasons for holding the stock at that point. Cheers

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