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

To: Jim Henke who wrote (6907)	12/10/1997 7:10:00 PM
From: Brian Lempel	Respond to of 13925

Jim, don't be surprised. CREAF is in the driver's seat. They felt it was a prudent move to eat up a ton of their competition in a single gulp. Also importantly, it establishes them as an OEM customer of several boxmakers. So if it costs them $77 million to get their foot in the door on their way to a $100 million/quarter OEM contract, then so be it! Brian

To: Jim Henke who wrote (6907)	12/10/1997 9:13:00 PM
From: Fred Mah	Read Replies (1) \| Respond to of 13925

"I was surprised to hear that CREAF bought Ensoniq since they already own (I believe) E-mu. Although with Ensoniq's Audio-PCI card (http://www.audiopci.ensoniq.com/), it seems to make sense." I was surprised too, since there's sort of a "mortal combat" type feeling about the competing products. They aquired E-mu Systems (http://www.emu.com) in 1992 or 1993 I think, and are competition to Ensoniq, although most E-mu stuff is in a higher price range. The story goes, E-mu had been supplying hardware to a soundcard company and felt it would be nice to deal with the industry leader if they really wanted to get into the business of supplying chips, thus they got in touch with Creative and Creative figured they could aquire some good technology keeping it from the competition. Although they've failed to execute very well with that technology. Emu plans to disclose a new computer based product on Dec. 15 on the web site. I'm thinking it is the first Emu10k1 chip based product. If done right it would totally smash the competition.