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

To: BZOOKA who wrote (12155)	8/30/1998 1:49:00 AM
From: Jeff Lins	Read Replies (2) \| Respond to of 13925

Yes, things look VERY GOOD at shopper.com! 5 of top 10 products? SBL #2! Speakers moving up there with the SBL's! Even the Voodoo cards are coming back to their highest levels in a long time! I really think that this is going to be a blow out 6 months! I mean, a real BIG blowout! All estimates will be exceeded! BTW, TDFX is now a free stock. They are giving it away on the Naz :) CREAF could go in and get the company using their cash and have a great investment. They are clearly getting deeper into graphics, and I think it would be a great acquisition. TDFX market cap of 170M; take out the 95M in cash, you get the company for less than $5 a share. Sure, they would need to pay a premium, but they could never get it for as cheap as they could right now...

To: BZOOKA who wrote (12155)	8/30/1998 9:05:00 AM
From: Brian Lempel	Read Replies (2) \| Respond to of 13925

BZOOKA, I just decided to go out and see if SEI had updated their web page sinc the CREAF acquisition. They haven't, but I am still very interested in the Microsoft "Talisman" project and SEI's Mojo board. So I went to the MSFT home page and did a search. Very interesting! The Talisman project is an architecture which will theoretically allow for 2D/3D/video/audio/modem on one board. However, most of this stuff is from '96 or '97. So I am wondering if the project was abandoned. However, the CREAF acquisition of SEI would seem to suggest that Talisman is for real, and CREAF needs to position themselves in this future market. SEI did the board design, and therefore has an"intimate" knowledge of how it works, and how to improve on it... I would suggest that all CREAFsters should read up on this. Brian

To: BZOOKA who wrote (12155)	8/30/1998 6:52:00 PM
From: Grantcw	Read Replies (1) \| Respond to of 13925

Hello all, CREAF has held up relatively well in the last two weeks, compared to the overall market. Have we found a bottom? Does anyone out there think this baby will be higher than current levels in a year, even if the big bear looms its ugly head over the market? Is CREAF going to finally post some growth in the next quarter? DVD-Roms are supposed to ramp-up (finally) this quarter, and it looks like SB Live is starting to sell. Will this be enough for CREAF to post some serious growth or are some of their products dying out soon? Grant