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

To: Dennis G. who wrote (5711)	11/15/1997 8:41:00 PM
From: Brian Lempel	Respond to of 13925

Dennis, I think that most people, like you said, are long CREAF because of the fundamentals, not Monday's announcement. Options players might have jumped on board, but I can't see how that would affect the stock price. Even if there was some selling into the news, retracement would be minor. I'm no chartist, but wouldn't support be around 24-25? Hey here's an interesting thought! Monday's product and partnership announcements would sure be a good opportunity for analysts to jump on board with a buy rating! Brian

To: Dennis G. who wrote (5711)	11/15/1997 9:06:00 PM
From: Douglas V. Fant	Respond to of 13925

DennisG., CREAF is a fundamental play for me-so Monday's announcements will not affect my holding CREAF. Currently there are six brokers in Zack's data base estimating CREAF'S earnings. Currently Zack's estimates through fy 6/98 earnings to be $2.56/share, and $2.97/share through fy 6/99. Average growth rate estimated for fy 98 is 14.50%, but it jumps to 20% next year. That data says "hold long term" to me. Now if the annoucements link to PC-DVD, then I believe Zack's average revenue growth estimates to be low...... Sincerely, Doug F. P.S. Note too that fy99 estimates are creeping upward. This week the average fy99 estimate was revised upward by $.29. Note though that the two most recent fy99 earnings estimates issued on CREAF came in at $3.00 and $3.20/share...

To: Dennis G. who wrote (5711)	11/15/1997 10:15:00 PM
From: Jon Tara	Read Replies (2) \| Respond to of 13925

Dennis, our saving grace is that CREAF has not had a big runup in advance of the announcements. Sim would be pretty foolish to make that "industry-wowing" statement if it really isn't, in the wake of AAPL. However, he DID say it before AAPL fizzled. If, as Bzooka has suggested, we get a box maker and a non box-maker, I guess Compaq or Dell or Gateway would be considered "industry-wowing", though I'm not sure that a deal with ANY box-maker should be considred any kind of "wow". :) Non box-maker, there are only two "wows" possible - Intel and Microsoft. If it's 3D Labs or some-such, we need to all pitch in and get Sim an American-Chinese slang dictionary. Not sure what they could do with Microsoft, though Microsoft was once in the sound-card business. Intel possibilities could include putting a CREAF-designed (and possibly INTC-produced) PCI chip on their motherboards, or the really big "wow", which would be working together to meet the MediaGX head-on.