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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: JessiDani who wrote (8365)1/17/1998 12:26:00 AM
From: Dennis G.  Read Replies (1) of 13925
 
Where did you get the info that CREAF's margins are shrinking? They have in fact been up nicely the last few quarters. And they should be as good or better this quarter.

It would appear to me that the market is simply guessing that somehow they must drop in the future, with no real evidence to back it up. Just because they can't see the future very easily for this company, they've kicked it in the butt.

And Doug was only making a hypothetical worse case scenario. If CREAF meets its number this quarter as expected, they will already be more than half way to 2.50 for the year. Even if they lost 20% of their Asian revenues, thats only about 5% of total revenues. Assuming no major effect on margins, thats only 5% of earnings. And since the year is half over, that makes only 2% for the year. That's well within the noise of their estimates. And 2.50 is a 36% growth rate over last year.

The visiblity for next year is certainly cloudy, but if DVD ramps up as expected, earnings could easily far surpass what the analysts are coming up with.

I just can not comprehend so much negativity about a company which is making more money and has better products and is in better shape than it's ever been. And at the same time as there's skyrocketing crap like ONSL, AMZN and YHOO. This company is going to make almost as much money as LU for cripes sake. What the hell do people want?

Dennis
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