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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: taxikid who wrote (7543)	12/23/1997 3:10:00 PM
From: Dennis G.	Read Replies (2) of 13925

Not sure myself why SFAM is so cheap now. You can never be sure I guess. But I think the institutions just went overboard on the downside since its a small cap. They're one of three CMP equipment makers and I believe they don't have much exposure to Korea and the rest of Asia. It's kind of a new region for them. The only noticable negative I've seen is their most recent book-to-bill was below one. But I think this was mostly because their recent shipments were so high. And they indicated that they had some very likely new orders which were not accounted yet. I'm taking the long term with them. They just got a new buy rating today and Friday Lehman reiterated a buy with a $60 price target. REAL is in the memory testing business so their recent weakness could be tided to the problems in that area. Looks like MU is going to seek more protection from dumping by the Asian DRAM makers. Dennis P.S. CREAF looking pretty good today. Merry Xmas!

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