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

To: Jon Tara who wrote (9182)	1/28/1998 10:38:00 PM
From: Dennis G.	Read Replies (2) \| Respond to of 13925

Jon, so what do you think of this strategy? Think it eventually will pay off? I've noticed that CREAF's crash and burn the last two months has coincided nicely with these aquisitions. Most of the bad Asian news happened in October and November and CREAF didn't really get hurt until December when the aquisitions became public. Seems like "The Street" has given them the big raspberry and voted with their feet. I for one hope they put a moratorium on further purchases, at least until after they buyback a nice chunk of their own cheap shares. Dennis

To: Jon Tara who wrote (9182)	1/29/1998 9:57:00 AM
From: Chris Sholler	Respond to of 13925

CREAF bought Ensoniq to fill a big whole in their own line-up so I doubt you'll see them kill of the products. PCI audio is no more of a monolithic market than ISA audio. There are multiple segments (i.e. audio quality) to the market. CREAF's 8008 chip and AWE64 boards are "mid-range" products with the new 10K1 part ("SB Live") the new high end. What they lacked was an entry level PCI part with very low cost that would appeal to OEMs, and along came Ensoniq. This part will never have the audio quality of the 8008 or 10K1, but the OEMs don't care; it meets their criteria (SB compatible, PCI, inexpensive). If you want higher quality audio with your new PC they'll gladly supply it via an AWE64 or Live board. Lastly, the Opti acquisition puts them into another area they've never been able to address: the portable market.