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

To: Savoirman who wrote (12371)	10/3/1998 1:49:00 AM
From: Dennis G.	Read Replies (1) \| Respond to of 13925

Saviorman, what's the deal with CREAF's Hanvision software? I see it's finally for sale. Does it have significant potential? Any chance of a deal with China? And didn't you say they are already pirating it in Singapore? Why do Asians feel no compunction about ripping off software? Do they not believe there is such a thing as "intellectual property" or that the developers deserve to be paid for their creation? Dennis

To: Savoirman who wrote (12371)	10/4/1998 3:23:00 AM
From: greenspirit	Read Replies (1) \| Respond to of 13925

Savoirman, I have always respected your insightful posts on SI. However, I see a dramatically different vision of the future for CREAF and Intel than you do. Intel is putting the finishing touches on the destruction of AMD/NSM. In two more years, someone will have to buy those companies to keep them afloat. Losing millions, quarter after quarter, while your industry leader is making billions is a sure sign of demise. Maybe IBM, perhaps MOT, but someone with deep pockets will need to buy them out. I see CREAF becoming two separate companies in one. On the one hand a commodity producer of quality sound, on the other hand an innovator looking and reaching into new markets just ahead of the competition. 5 Years from now, probably 70% of their sales will come from products not even invented nor in the research labs now. CREAF has shown a nimble ability to stay competitive in these computer segments. I see no reason for it to change in the near future. However, make no mistake, Intel is putting a hurting on CREAF stock right now. Whether it's perception or reality is tough to guess from my vantage point, but it bears close watching. The Multimedia chip players thought the same thing about Intel a year and a half ago. Look where they are at today. In the meanwhile the growth of the gaming industry, should continue to provide CREAF a decent revenue stream. Unfortunetely it looks like CREAF missed their opportunity with regards to sound on the net. Microsoft and it's little brother Real Networks look like they will be the standard for quite sometime. Michael