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Technology Stocks : Creative Labs (CREAF)
CREAF 0.4480.0%Dec 18 4:00 PM EST

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To: BZOOKA who wrote (12891)11/23/1998 8:03:00 PM
From: Brian Lempel  Read Replies (1) of 13925
 
Well let me tell you...the news of 1 million BSLives being shipped is very big news indeed. Worthy of a press release in and of itself, IMHO. I am somewhat skeptical of such figures (after the 100K DVD/month misquote of last year), but 1 million units in 10 weeks would mean something along the lines of 1.2 million or so for the quarter. Assuming ASPs are somewhat difficult...but I am trying to be conservative in both my ASPs (giving the retailers hefty margins of 20%) and weight of the lower cost SBLive Value.

Anyway, the results are encouraging. You add in the PCI 128 and Soundblaster AWE64D and we have to be looking at audio revenue in the range of 200-250 mm.

When we add in DVD of 300K+ on the quarter, increasing speaker revenues, and graphics of 20%, as indicated by the press release, it is not hard to come out with well over $400 million in revs for the quarter.

I am feeling very good about the earnings. And CREAF more or less came out and said they would beat with their employee incentives thing.

Brian
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