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

To: ronco who wrote (7639)	1/2/1998 12:54:00 PM
From: Brian Lempel	Respond to of 13925

Dave, I think it would probably be useless to speculate about the rebates. I would personally hope they write it off, like you said. We will just have to wait until earnings. My DVD sales are derived from an article saying that CREAF's target was to produce 100K DVDs/month. CREAF then came out and said they hadn't reached that target yet. So my 150K/quarter estimate is just half of CREAF's target production. I just arbitrarily chose 200$ per unti because that seems conservative since it retails for $379. Ramping is just the process of increasing production. So when I say CREAF is ramping DVD's, that just means they are increasing production. Brian