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

To: BZOOKA who wrote (12275)	9/16/1998 10:11:00 PM
From: Brian Lempel	Respond to of 13925

Man, the volume is crazy. Several large blocks going through. But it is still trading above the US close. There must be concerns about whether they can meet numbers. But jugding from last quarter's performance without SBLive or 4.1 speakers, they should be doing just fine... Brian

To: BZOOKA who wrote (12275)	9/17/1998 8:48:00 AM
From: Savoirman	Read Replies (3) \| Respond to of 13925

This Voodoo2 thing should not be much of a problem. The fact that 3dfx has seen a slowdown in sales means CREAF has probably stopped buying a few weeks back or something. CREAF is also promoting the GB Riva TNT, so it makes sense to slow down inventory of Voodoo2 chips. We have quite a few months of the strong buying season to sell Voodoo2 boards, which are still, after all, the best at 3D. Graphics is usually a small part of CREAF's revenue (about 5-7 percent) but it jumped to 21 percent last Q because of the slowdown in audio and because of a full Q of Voodoo2 sales. This quarter graphics will drop to about 10% or so, given the strong sales (hopefully) of SB Live, speakers and Encore. What I want to know is if CREAF had built up a very large stockpile of Voodoo2 chips and memory chips early on, when prices were much higher ... anyone with any ideas/real evidence?