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

To: Savoirman who wrote (9430)	2/7/1998 7:57:00 AM
From: Doug Fowler	Respond to of 13925

I think it is important to NOT forget the brand value of SoundBlaster. If I were to make a top ten list of brands in the PC arena, I would list Intel, Microsoft, Compaq, IBM, Windows, Office, Toshiba, possibly Apple, Hayes/US Robotics, Novell and Creative/SoundBlaster. (Other names like Seagate, Hitachi, Hewlett-Packard, NEC, Epson, Adobe, Computer Associates and Sony would certainly come in the top 20.) With the exception of Hayes, these all represent multi-billion dollar markets. If one then takes into consideration the price to earnings ratios of these enterprises, only Creative/SoundBlaster comes in at less than 10:1. Even if we assume that Creative/SoundBlaster registers in the top 20, we still have the only company trading at less than a 10:1 ratio. The main point is that CREAF represents a top 10 or at least top 20 PC franchise, and trades at a deep discount to the rest of the group.

To: Savoirman who wrote (9430)	2/7/1998 10:39:00 AM
From: Rutgers	Respond to of 13925

Intel is not only interested in 3D Graphics.......... Here's a couple of highlights from an article that was recently reported. Didn't Sim say that Creative owns PCI audio during the last cc? If we do, Intel better not even think 'bout infringing our patents! ;) Intel plan to make PCs attractive Srinivas Venugopal BANGALORE 01/14/98 Business Standard Page 12 Copyright (c) Business Standard .... Intel's idea is to promote computers as a full-fledged desktop video and audio studio which will enable users to experiment with 'home movie making,' 'photo imaging' and even 'audio remixing.' The company is also talking to domestic PC manufacturers to include software such as PC Image etc. In their home PCs....Some of the latest and jazzier features expected on its Pentium II processor based PCs this year include video capture; audio and video in/out connectors; USB connectors; CD-recordable/zip drive and PCI audio.

To: Savoirman who wrote (9430)	2/7/1998 12:02:00 PM
From: Brian Lempel	Read Replies (1) \| Respond to of 13925

Savoirman, since CREAF is targeting the high end of the 3D market, it really won't be affected. Also, since it is only retail at this time, CREAF won't lose business to INTC in the OEM market. Audio represents problems if INTC can come up with a viable solution. Hopefully, they won't get around the patents. Also, we can figure that whatever they do come up with won't be as good as CREAF's new SoundBlaster Live! Brian

To: Savoirman who wrote (9430)	2/7/1998 4:42:00 PM
From: LR	Read Replies (2) \| Respond to of 13925

Seems like about 3 months ago Jon Tara posted some info on Intel and graphics future. Don't know if anybody else agrees, but I think Creaf should skip the graphics business. 1. They're late to the party, 2. lots of competition, 3. could be argued that it's not primary business,and 4. Intel breathing down the whole graphics industries' future. Creaf's price-for-value products are excellent, but they could probably spend their graphics business $ more efficiently on other businesses(and future). Outcome could be eerily like CD-Rom business for them. LR