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Technology Stocks : Creative Labs (CREAF)
CREAF 0.4700.0%Nov 28 9:30 AM EST

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To: VINTHO who wrote (11237)5/9/1998 11:29:00 AM
From: burn2learn  Read Replies (2) of 13925
 
what about games? who watches movies on their pc(besides the porn freaks)? dont tell me about pc's going to the living room. i dont believe thats happened or will happen soon. settop boxes will be the trend..can encore go into a settop?

sblive delay sucks in my opinion for one reason...and it happens to be the reason i decided to drop creaf as a long and just trade it.
intel will launch their integrated solution soon, and yes it will have audio. i think this will impact us more than lets say i740 did to video.
heres why.

1. product launch soon after (i think) sblive.
2. sound is not as followed as other components.go to any website that does independent test and rarely do you even see sound cards listed or compared.(do not show me some gamecenter.com crap,i'm talking about toms hardware page ect.)
3. sound is not understood. gamers relate to 3dfx and the various benchmarks that video cards are compared with and understand the differences. some people even can keep up with cyrix and the pr ratings. sound has no widely used benchmark that is a standard to compare AND that is also understood AND people can relate to.
4. intel has pr marketing.. creaf....has ...well you know.

sblive is the rev growth for this company. dvd is a dream. creaf will turn out at best like they are in video. speakers.. whatever.

with all this i think its safe to trade. i expect a launch ~may28 and plan to buy based on this. I will sell after the rise. wait for the drop and buy around earnings when i feel that management will start to tell signs of results i.e. sblive shipping in great volumes, transition to sblive better than...,

after all the time i've spent on creaf i've come to see creaf for what it is, a short term trade. yes creaf's day will come and.. it will go. hopefully this time around i'll enjoy both.

mike
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