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

To: Mark who wrote (5220)10/29/1997 10:45:00 PM
From: Jon Tara  Read Replies (2) | Respond to of 13925
 
Mark, CREAF's exposure to Asia is *not* large. (I beleive it's around 15%). The vast majority of their sales are to the U.S. I beleive that the beneficial effects of the currency crisis on their costs more than makes-up for losses on Asian sales.



To: Mark who wrote (5220)10/30/1997 8:49:00 AM
From: Chris Sholler  Respond to of 13925
 
Take out the net cash/securities and the multiple is more like 7x-8x FY98 which you're already a quarter of the way through. But to your question as to why the low PE? It's relatively simple yet no less frustrating: no meaningful top line growth and the concern that PCI audio will be spark the end for CREAF's domination of PC audio. The next 2 qtrs will answer these questions quite dramatically in CREAF favor.


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