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

To: money man who wrote (12462)	10/17/1998 8:54:00 AM
From: Savoirman	Read Replies (2) \| Respond to of 13925

Thanks Money Man. I think DVD is going to help earnings a lot these few quarters. Nobody except Creative has been so persistent in DVD and they have been rewarded with a high level of consumer acceptance. I'd feel pretty comfortable too, if the products have been through 2 years of refining/debugging/upgrading. I suppose that's why Creative has about 80-90% of the retail PC-DVD market. And Compaq is offering the Encore as an upgrade option. And now with 5x/32x whooopie .... All this attention on SB Live/Value is good but I think that's only part of the story. PC-DVD is probably doing fantastically well, as is the speakers. graphics may be sorta flattish (good revenue but poor margins) but it's a small business. All in all, should be a good enough quarter (although year-upon-year comparison is going to be tough). Q2 will be a whopper. Thanks again for keeping us posted on the real front (i.e. the shop front)!