Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Fred Fahmy who wrote (12376)	10/5/1998 12:44:00 AM
From: Doug Fowler	Respond to of 13925

Hi Fred: Creative has done better than most other peripheral makers in terms of still selling product and still making money. The problem is that nobody seems to have a grasp on the severity or scope of this financial crisis. Only the very strongest players are still thriving. When do you see this big fat mess ending? On eBay: They definitely played some games with the numbers in the few quarters before going public. I am assuming they did this to get some things out of the way. They have superb growth where it really counts, which is on revenues. Their gross margins are also around 90 percent. As far as competition: Right now, there are no real competitors to eBay. Yahoo is trying, and I think we'll know in very short order whether they will have an impact. The sense I am getting is that they have attracted some sellers pretty quickly, but they haven't been able to bring in the bidders. (Even so, with FREE auctions, their active auction count is 1/30th of that of eBay.) As far as price: THAT is also a big problem for me. However, I have always thought that Yahoo and Amazon and AOL and even Microsoft have always been overvalued. Thank goodness I never shorted them. I would love to see eBay get down into the low 20's, bu they may be wishful thinking.