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Technology Stocks : Creative Labs (CREAF) -- Ignore unavailable to you. Want to Upgrade?


To: Fred Fahmy who wrote (13835)9/15/1999 9:30:00 AM
From: Synapsid  Respond to of 13925
 
Creative announced a design win for certain models of Compaq's high-end retail consumer PC line (Presario). That doesn't sound too bad. A much stronger OEM relation should be Dell with the Dimension line. However, if you check out Dell's recommended Dimension configurations, it appears that Dell is de-emphasizing the Creative card in all but the highest end model. Dell tends to do things like that in their online configurations when they are short on inventory.

go2net.newsalert.com

There was also a series of press releases about new products coming out of the Ensoniq ("Creative Labs Malvern") ASIC design subsidiary.

go2net.newsalert.com

Frankly, I have a very low esteem of the Ensoniq division. The announced notebook chip products are weak and late. The Twinhead design win is pathetic.



To: Fred Fahmy who wrote (13835)9/15/1999 1:18:00 PM
From: Synapsid  Read Replies (1) | Respond to of 13925
 
Fred,

Thanks for your informative message, it gives excellent insight into what CREAF has been doing over the last few years. I didn't realize they made so many mistakes.

What attracted me to CREAF is probably the perception of low risk. The stock is at a low point, PC demand is strong, market position in core businesses is strong, and the hot season is coming up. The downside appears to be limited -- or is it?