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

To: DRRISK who wrote (7198)	12/14/1997 3:07:00 PM
From: virgil vancleave	Read Replies (2) \| Respond to of 13925

dvd is finally here and is just getting a good start. sales will grow from just sales of encore which looks pretty good to me. not sure if i read the box right but can you use the dvd on your tv? could this be why creative made the 2 aquisitions they did. home entertainment is a BIG market, even bigger than pc's. and with the current valuations on the stock, i recommend buying at these levels. if it goes lower, consider buying more. price to sales right now is less tha 1.5 and adjusting for cash and debt, it is less than 1.0. every book i have read and every stock with decent margins that i have followed these are winning combinations. but be advised, price may drop further before going up as this is the market. i can give examples of companies from the past which i watched go up and had low psr's when they were being sold off in the tech bear market a year or so ago. most have doubled or better. during these time of "panic" and selling, that is the time when you have to do the math to find which companies offer the best chance for rewards. it appears that creative meets the criteria as do a few others. but there are some which have a lot further to fall. just my opinion

To: DRRISK who wrote (7198)	12/14/1997 7:00:00 PM
From: JP Sullivan	Read Replies (3) \| Respond to of 13925

It is interesting to note that the Korean won has depreciated by 92% against the US dollar since the start of the Asian crisis. (And I expect the currency's slide to continue into the near future.) Now, doesn't CREAF buy its DVD drives from a Korean company? This situation could result in very nice margins indeed. Winston

To: DRRISK who wrote (7198)	12/14/1997 8:05:00 PM
From: Derrick Lim Kok Fang	Read Replies (2) \| Respond to of 13925

Sim told me personnally that Creative had struck an exclusive licensing deal with 3Dfx for the voodoo 2 trademark. That is part of the coolest PC marketing. A Creative 3D Blaster Voodoo 2 instead of xxx company using the Voodoo 2 chipset. 3dfx obviously needs Creative retail mass capacity to push out the product. Derrick