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

To: Ken Twining who wrote (6501)	12/4/1997 11:07:00 PM
From: C S Lai	Read Replies (1) \| Respond to of 13925

Ken: I learned that ML lowered the EPS from $2.64 to $2.50 mainly due to the possible slowdown in Korea and Japan. I do not konw how to translate this factor to 14 cents earning reduction due to that factor. Only CREAF management can validate the exact reason. But I agree that there is a real possible of slowdown in Korea, but not in Japan since Japan is a credit exporting country, ie. Japan has lots of foreign exchange surplus. I want to throw my second question: How PC-DCD will impact current quarter revenue? I suspect that this new product may not have enough volume production yet to meet the demand. My 2 cents guess is that PC-DVD will have very minimum contribution to current quarter revenue. Correct me if I am wrong. Good luck. Stanley