Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Brian Lempel who wrote (8864)	1/24/1998 12:44:00 PM
From: Kulnor	Read Replies (2) \| Respond to of 13925

Brian and all, many people this past week seem to think that the asian crisis is over and that it is factored in most of the tech stocks. I wouldn't be that confident. I'm sure evryone would like to beleive that and that we are all trying to put it behind us but I'm afraid there is still a long way to go. I'm not an economist but I have a few friends working at the IMF and the World bank and they's not as positive as the street is (actually, they dont sleep much). Things may get better but it could also get much worse. Anyway, regarding CREAF, I'm confident after listening to the CC that they know where they are going. Sim is usually more conservative and his optimistic tone is a very good sign. P2

To: Brian Lempel who wrote (8864)	1/25/1998 5:04:00 PM
From: Vanni Resta	Read Replies (1) \| Respond to of 13925

brian lempel wrote: "Asian crisis is already factored into the stock price. Despite that, CREAF still beat estimates (which never chnaged since Asian thing blew up." Just about everyone agrees the real effects of Asia won't start showing up in results until the first and second quarter of this year. Brian also wrote: "How many times have you heard a company's CEO say that their stock is trading at a ridiculously low p/e?" CEOs are always optimistic, so this does not mean much. How many times have you heard a CEO say that his stock has a ridiculously high p/e? Happy Investing! Vanni