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

To: Douglas V. Fant who wrote (7196)	12/14/1997 2:35:00 PM
From: Brian Lempel	Respond to of 13925

Doug, I doubt the estimates of 10-15% revenue growth include revenue from Ensoniq. Cambridge is questionable. Brian

To: Douglas V. Fant who wrote (7196)	12/14/1997 2:48:00 PM
From: DRRISK	Read Replies (4) \| Respond to of 13925

Doug, The data seems to be worse case scenario and if Merrill holds as much stock as they appear to then they are looking to make up 97 with the results of 98. The scenario of DVD expolding thru 98 with the COGS being reduced and higher margins I think at some point the investment community wakes up. The synergies with the Ensoniq and Cambridge have to open up new products and new markets as well. They did not acquire these companies to stand still and Merrill is advising them. Thank you for your numbers. Does Creaf have exclusive license to Voodoo. DrRisk

To: Douglas V. Fant who wrote (7196)	12/14/1997 3:02:00 PM
From: LoneTrader	Read Replies (1) \| Respond to of 13925

I was just looking at the general market. I found a note I made on Oct25,97. I wrote the TXX index will hit 207, then the techs will have a significant rebound. Everyone take a look of the index. Also Nasdaq on the weekly chart, it hit the lower bollinger band. Evidence of a rebound in Techs is not coincident. If so creaf will rebound with the rest of the market. At the end of 1993, creaf rallied into the earning's annoucement on Jan20,1994. It went to almost old high. Then might be worries of Apil earnings it sold off and hit bottom when earnings for the March quater was announced. It had a huge recovery went from $10 o $24 made new highs. Right into the July earnings announcement. All we need is general market trend for creaf to rebound. I think creaf's earnings will be intact. Let's work together to find out when the trend in techs will change. This is just my opinion. What's yours? Not so optimistic by looking at 1989 data. At that time the techs never had any significant rebound. The next year the whole market sold off much worse. The techs sold off very bad before it recover. Took it a long time.