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


To: Dennis G. who wrote (5939)11/19/1997 9:55:00 PM
From: Jon Tara  Read Replies (2) | Respond to of 13925
 
My speculation as to what the second "wow" could be...

I speculated earlier about what the two biggest "wows" possible could be, and opted that that would be something with Intel and something with Microsoft.

The Intel "wow" is easy - something involving putting a Creative design either on a motherboard or on a chip. (Another possibility would be working together on some sort of standard, but this is less "wowing", and could be somewhat along the lines of the Microsoft "wow" I describe below, or perhaps having to do with standards for audio I/O.)

I was at a loss, though, to imagine what they could do with Microsoft. However, in the wake of Creative's recent announcements, I know have a possible "wow" candidate for Creative-Microsoft. I'd guess that they could work together with Microsoft to define a standard and develop drivers for multi-channel environmental audio.

Microsoft's current driver model is implicitly 2-channel. And, while I believe that DirectSound does support multiple channels, I don't think anyone has yet implemented more than 2, nor is DirectSound (at this time) the "mainstream" driver model.

This seems a natural, and it once again puts Creative in the drivers seat defining a standard that also-rans will have to try to copy.

(Caveat - this is only a GUESS and WILD SPECULATION. I have no specific knowledge about what announcements may be coming.)



To: Dennis G. who wrote (5939)11/19/1997 10:43:00 PM
From: Vanni Resta  Respond to of 13925
 
Creaf does a lousy job of managing analysts, too. That is why there are always so many good surprises. Anyone mind summing up what the recently announced new products will do for earnings, and when?

Happy Investing!

Vanni