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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: Derrick Lim Kok Fang who wrote (5293)11/2/1997 9:07:00 PM
From: Douglas V. Fant  Read Replies (1) of 13925
 
Derrick,

I too am "tail heavy"with CREAF. If I am to crash and burn it will be on a top of the line flagship like CREAF. As to COMDEX usually before any big tech show (show starts November 17th), there will appear under the "Semi Thread" Section on SI a separate new Thread on the show.

As to stocks with high betas, check out the HDD area. I'm trying INVX myself. Wait a little while longer on semiconductor equipment stocks. People expect a little capital spending slowdown in various Asian countries, They are probably right, but I think that they misidentified where the slowdown will occur. I'm betting that construction projects getdelayed. I question whether there will be a large impact upon equipment investment. But still, worth waiting a little while to see how things shake out....

Long on CREAF.....

Sincerely,

Doug F.
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