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

To: ronco who wrote (7614)	1/1/1998 2:23:00 PM
From: ronco	Respond to of 13925

A few other thoughts from other threads . . . . . CREAF (Creative Technology Ltd) <- Previous Next -> Message 425 of 588Reply Subj: EX ML'NCHR LOVES CREAF TO DEATH By: seekster Date: Dec 17 1997 8:40 A.M PST Reply To: Msg. 420 by cartmanlovesdvd Creaf fundamentaly is "Sound" (no pun intended). The Asian Flu did nothing more than create a buying opportunity before the rise to 30 and of course the eventual split. When this happens there are no limits. If your not in, get in soon. If your already in, strap on your seatbelts and get ready for a wild but golden ride! Remember, CREAF is still an infant ready to grow and flourish. GO CREAF!!!

To: ronco who wrote (7614)	1/1/1998 2:31:00 PM
From: ronco	Respond to of 13925

Good info . . . CREAF (Creative Technology Ltd) <- Previous Next -> Message 537 of 588Reply Subj: Undervalued CREAF By: TechVestor Date: Dec 23 1997 8:32 A.M PST Reply To: Msg. 533 by Nice1a I agree that with a year-forward PE of 7.8 (compared to the peripheral industry average of 32), CREAF is definitely undervalued. Being undervalued doesn't imply that the stock has limited downside, as you can see in case of INVX, INTC, GNT, and many others. But undervaluation of this magnitude implies that there is a larger upside potential than downside. When does it begin to move up, I don't know; depends almost entirely on when Wall Street recognizes the undervaluation. Now you have to explore reasons why CREAF is undervalued. Does it have products that are not selling well or are undercut by competitors? I don't think so. A small visit to a local Circuit City or Best Buy will tell you how hot DVD is this Christmas. True that their Soundblaster product has come under some heavy competition, but I'm sure that being an industry leader, CREAF is working on next-generation products (multimedia cards, etc.) that will maintain its industry leadership via innovation (just like INTC does). Ching Lee, can you comment on this? The primary reason for undervaluation seems to me that this is a foreign company and the Asian currency crisis. Many excellent Israeli and other foerign companies (e.g., CHKPF) sufferred extended periods of undervaluation because Wall Street did not have adequate information to estimate their true potential. In order to remedy this problem, I think the investor relations department at CREAF should actively try to keep the Street informed (via press releases) about new products, updated earnings expectations, and so forth. Companies who do that (e.g., INTC) have greater shareholder TRUST, and maintain shareholder value better. The second problem is about the Asia crisis. Look at it this way, CREAF is on the supply side of this crisis (since, I believe all their product development is done at Singapore) and can actually benefit from the crisis unlike U.S. companies, like Pier I Imports have. The crisis provides CREAF an opportunity to grab greater market share, by lowering prices without affecting their bottomline. Besides, the Singapore currency has been quite stable, unlike Hong Kong, Indonesia, Korea, and Japan, and much of the effect is due to sympathy for regional markets. Given these circumstances, I believe that CREAF's earnings for the Dec 97 quarter will exceed Wall Street expectations. But some savvy marketing on the part of the company is required if it expects to achieve valuations comparable to its peers. Merry Christmas.

To: ronco who wrote (7614)	1/1/1998 2:42:00 PM
From: ronco	Read Replies (1) \| Respond to of 13925

A few more interesting points . . . . any thoughts? CREAF (Creative Technology Ltd) <- Previous Next -> Message 587 of 588Reply Subj: worried By: inhuman28 Date: Jan 1 1998 6:47 A.M PST Reply To: Msg. 1 by YahooFinance for the 1st time ever i have serious doubts that creaf will beat estimates. note: revenues in millions/97 1Q earnings not including $.19 from investments. 96 revenues/97 revenues/97 earnings/97 margins 2Q 435/386/$.64/28.3% 3Q 282/283/$.48/31.0% 4Q 292/280/$.55/31.4% 1Q 284/288/$.55/32.9% by looking at the 4Q and 1Q 97 earnings i estimate that in order to beat $.77/share 2Q creaf must obtain a revenue of around $400 million. this will not be easy for 3 reasons 1. look at the revenues same Q for 96 and 97 you can see that every Q it's very close (actually most quarters in 97 have less revenues than 96). so creaf need to be around 14 million above 386 million. which it has not shown that it can do for the past 4 quarters. 2. chinglee's news msg #216 sim said that revenues from Asia dropped to 24% from 30%. this extra -6% less could easily be the culprit creaf not be able to beat earnings. 3. msg #216 sim indicates that margins in the low 30s. if margins are lower than 1Q and 4Q of 97, creaf will need more than $400 million in revenues to make up for the lost in margins.

To: ronco who wrote (7614)	1/1/1998 2:52:00 PM
From: ronco	Read Replies (1) \| Respond to of 13925

What do computer users really think of CREAF 3D capabilities? <- Previous Next -> Message 581 of 588Reply Subj: voodooo2 By: ARACHNAMAN Date: Dec 31 1997 4:50 P.M PST Reply To: Msg. 1 by YahooFinance I have been looking for creaf's new voodoo2 card and can't find it anywhere. I still can't believe that they own the rights to the voodoo2 chip set, is it really true? If it is true this is great stuff for creaf. To be honest up to now creaf's 3d cards have all sucked bad. This voodoo2 should get serious attention from the 3d hungry public. I own a Dell 300 with a AWE64v and put a monster 3d in it, it is killer. When creaf comes out with their card I will buy it and let you all know what I think. If it is good I'll put my monster3d in my old 166 dell and do some multiplayer Quake II spackling ala 3dfx. Happy new year Creafers, may the next year be equally as profitable. AND Subj: Video Card By: Pointe_Blank Date: Dec 31 1997 4:00 P.M PST Reply To: Msg. 1 by YahooFinance I don't know much about this stock, but as a computer user I know that they have one of the first (if not the first, depends on when others get released) 3Dfx Voodoo 2 video cards. It looks like the best from what i've seen, and Voodoo 2 is a great improvement of the already hotselling 3Dfx voodoo. IMO, it will be the Monster 3D of 1998. In addition, you've probably already heard of thier low priced DVD kit that was recently released, over 400 dollars less than earlier kits.

To: ronco who wrote (7614)	1/1/1998 2:59:00 PM
From: far east	Read Replies (2) \| Respond to of 13925

It is confirmed that CREAF is one of 8 collective wisdom stocks for the Asia Pacific region. It is under PRI Wisdom in the ML computer. The stock should trade between 60-70 within 12 months.

To: ronco who wrote (7614)	1/2/1998 4:33:00 PM
From: Douglas V. Fant	Respond to of 13925

ronco-dave- IMO here is the "big picture" I'm just not sure how it will play out with CREAF; so I "hedged" my bet and sold April 20 call options on 1/2 of my CREAF holdings. Asian issues will cause a contraction in the world economy. However conversely the US economy was beginning to overheat going into December. The contraction in Asia and slowdown of US exports IMO will be just the right medicine for the US Federal Reserve Bank to step aside and not raise interest rates in the US. Long-term lower interest rates are good for stocks. This "good" in North America should counterbalance some of the "bad" coming out of the economic contraction in Asia, and make the effect of the Asian crises more of a wash as North and South America and Europe enjoy the benefit of lower interest rates. Now how this works out for CREAF short-term I am not sure. Long term CREAF looks like a "big winner" through say 1999. Short-term here in 1998 I feel like the "unknowns" in Asia at least for a few months will hold us down. The key is acertaining specifically what the problems are. Once the full scope of problems in Asia are known, then they can be fixed, and of course they will quickly be factored into stock prices....... Not to belittle the problems in the rest of Asia but Japan is the key as the second largest economy in the world. As Japan goes, so goes Asia. Remember that one US Company GE is larger than the Indonesian, Thailand, Malaysian, and Korean economies combined. So while their problems are of concern, they will not have the impact upon the world economy as will problems in Japan.... Long on CREAF.... Sincerely, Doug F.