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

To: Hitch who wrote (6714)12/7/1997 1:36:00 PM
From: C S Lai  Read Replies (2) | Respond to of 13925
 
Brian: My view on PC-DVD for the current quarter is that PC-DVD was just introduced on 10/14/97. November sales will be very minimal since factory needs to ramp up. I will be happy to see a total of 30,000 units for the current quarter, (even the quoted foorecast number may be over 100,000 units). Thus there are about +$6 millions on the overall December quarter. I am certainly happy to see 100,000 units sales and +$20 millions revenue from PC-DVD alone.
I wish I am on the super conservative side and is wrong on my estimate.

Best regards,

Stanley



To: Hitch who wrote (6714)12/7/1997 2:02:00 PM
From: Brian Lempel  Read Replies (1) | Respond to of 13925
 
Hitch, I would think that the rebate claims would be pretty high, since CREAF sells most products to individuals (rather than OEMs). I don't see how it would help sales that much, since I think theya re capacity constrained for the most part.

However, they should still handily beat estimates.

Brian


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