Creative Labs (CREAF) Message Board

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Technology Stocks : Creative Labs (CREAF)

CREAF 0.370

-21.3%

Oct 31 1:10 PM EST

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To: CHIP HUNTER who wrote (8863)	1/24/1998 12:28:00 PM
From: Brian Lempel	Read Replies (2) of 13925

Chip, now you're 0 for 2. Asian crisis is already factored into the stock price. Despite that, CREAF still beat estimates (which never chnaged since Asian thing blew up), and will next quarter, too. And maybe you should listen to the conference call. I know you haven't by most of your comments. CREAF can't meet demand in the US for its graphics cards. They hadn't gone after OEM contracts before because they didn't feel that they had the capacity. Now they are. So even though Asia sales are lower, they are being absorbed by the strong demand in the US and Europe. So there really isn't that much of an effect from Asia at all. There really is no point in arguing with you. However, in closing, I will ask you: How many times have you heard a company's CEO say that their stock is trading at a "ridiculously low p/e?" Brian

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