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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: Douglas V. Fant who wrote (9142)1/28/1998 3:59:00 AM
From: Ben Beale  Read Replies (1) of 13925
 
Doug,

I'm also long on CREAF. Am I missing something here fundementally?

Seems like this is a solid company which has made a sensible recent acquisition; in a decent sector in which it has a dominant market share (although threatened long-term by Yamaha). The only strike I see against it is its geographical location in Taiwan. Surely ML knows that Asian production will lower, not raise, product cost- Aren't CREAF's major customers (Dell, Compaq, etc.) reporting stellar earnings? A little help please....

r/s
Ben
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