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


To: Fred Fahmy who wrote (6591)12/5/1997 8:48:00 PM
From: CHIP HUNTER  Read Replies (1) | Respond to of 13925
 
Fred I can assure you I made money on my last 2 trades in TLAB.... I really could care less whether you believe me or not!! Good luck Fred and keep studying those funnymentals.... Good luck Fred



To: Fred Fahmy who wrote (6591)12/5/1997 9:06:00 PM
From: Brian Lempel  Read Replies (2) | Respond to of 13925
 
Fred, If CHIP knew anything about TA, he would not be shorting BA. I could only see shorting if it fails to find support at the trendline which it just broke from.

Haven't seen you around much, Fred. What do you like these days (besides CREAF)?

Brian



To: Fred Fahmy who wrote (6591)12/6/1997 12:22:00 AM
From: Douglas V. Fant  Read Replies (3) | Respond to of 13925
 
Fred, Good to see you back around! I am sitting here studying CREAF's Annual Report. I am studying their latest initiative entitled Building the Coolest PC".

Right now as best I can tell, CREAF is strong in sales of multimedia add-ons to system integrators and value added resellers of PC's. However as best I can tell CREAF is not big in selling multimedia kits to OEM's.

If you look at CREAF's sales the audio and video/communication portions of the business have grown over the last three years as a percentage of CREAF's total business, while the multimedia kit portion of the business has shrunk partly because of their withdrawal from manufacture of CD-ROM's.

Suddenly the reason for all of CREAF's recent strategic moves become clear when you look at the rationale behind the "Building the Coolest PC" campaign- and that is to sell branded multimedia components as a complete kit to OEM's.

Wham! There is the reason for the purchase of Cambridge Soundworks.

Wham! There is the reason to form a strategic alliance with 3DFX and ship its Graphics Blaster Exxtreme Video cards/Chipsets with the lethal Voodoo2 Chipsets, in tandem no less.

Wham! There is the reason for the development of the EMU-8008 audio controller chip with PCI bus mastering capabilities.

CREAF has pulled together a truly top of the line, lethal, first class combination of multimedia components and is going to seek deals with OEM's for the whole kits.

In this fashion CREAF could have a serious presence in all three major channels of distribution, sytems integrators, resellers, and OEM's- a very rational businesss strategy.

Now I am willing to bet that the "industry-wowing partnerships", if they click will be selling these total multimedia kits to OEM's.... That is some potentially serious business increase- keep your fingers crossed- CREAF is doing well already but OEM deals could really build product demand- and the good news is that the various components going into the total package are of a very high quality....

All of the above is from CREAF's Annual Report....

Sincerely,

Doug F.



To: Fred Fahmy who wrote (6591)12/6/1997 11:23:00 AM
From: Will Cunningham  Respond to of 13925
 
Fred, I've just started to see some pretty good advertising from Cambridge Soundworks in the Boston area. This company alone is doing well and I don't think that this acquisition and its potential has been factored into Creative's stock. The purchase was for cash and I believe that there will be other cash purchases over the coming months that will add even more value to Creative's shares. Looks like we are stuck with the volatility until January at least. It does seem that chip, regardless of his profitability, is lacking the manners and maturity to not get sucked into worthless debate on this board.