Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Gateway (GTW) -- Ignore unavailable to you. Want to Upgrade?

To: Geoff Nunn who wrote (4879)	11/28/1997 7:02:00 PM
From: Brian Lempel	Read Replies (1) \| Respond to of 8002

Geoff, yes but CREAF is not going beyond its boundaries with its diversification. It's hardly a GE!!! Being in audio, it is not unrealistic for them to branch out into speakers. For audio, they can leverage their brand recognition with the "Blaster" name (although they are just getting started in the US with that division). DVD I can't speak for. However, if you want a PC-DVD, they are the only place to get it. These are all linked businesses. Furthermore, by offering a complete multimedia package, they really open up the possbility of huge OEM contracts. In the future, it would not be unrealistic for, say, CPQ to provide solely CREAF components on their multimedia PCs. That's where the value is. And CREAF is ridiculously undervalued. Do you see any better plays out there? Oh, another stock to check out is NE. It is my top pick in the red hot oil drilling sector. Brian