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

To: Fred Fahmy who wrote (10916)	4/19/1998 9:16:00 AM
From: greenspirit	Read Replies (1) \| Respond to of 13925

Fred, excellent post, my thoughts exactly. And I would add the potential explosion of DVD could give CREAF a significant phycological as well as financial boost. DVD has not reached critical mass yet with consumers, when it does, and when consumers see what kind of software is available in the DVD format. The upgrades could be significant for CREAF. We may see a positive effect to CREAF's bottom line due to their DVD products this quarter. Michael

To: Fred Fahmy who wrote (10916)	4/20/1998 4:52:00 AM
From: Doug Fowler	Read Replies (1) \| Respond to of 13925

Fred: Thank you for a well thought out, detailed response. I agree with most of your points, but I do believe that low-cost PCs have not only already become a major factor in this business, but that they will become THE major factor. I expect that within 12 months, 80 to 90 percent of all new PCs will cost under $2000 and that number will drop to $1500 within a year of that. Today's $1000 PC is about as good as the fastest PC available a year ago. And there is every reason to believe that in one year that you will be able to get 333 MHz or better performance in a PC costing $1000 or less. At what point is a PC simply fast enough for the major applications you use? And does twice the speed buy you anything? I run Netscape and Microsoft Office on a Pentium 166 (which I paid $3500 less than two years ago (ouch)), and it performs reasonably well. I would like something considerably faster than my x2 modem, but it would have to be a LOT faster before my CPU became a real bottle-neck. So, I am heartened to know that you believe Creative will be able to perform well under this low-cost model -- Intel, I am a bit more concerned about... Doug