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

To: Savoirman who wrote (12921)	11/25/1998 10:44:00 AM
From: Dennis G.	Read Replies (1) \| Respond to of 13925

Intel's "road map" is not a road map for innovation but consolidation. It is interesting that this comes out of the governments anti-trade investigation. It is clear that Intel simply wants to destroy competition in the multimedia industry. Institutional investors may love monopolies but the people don't. Monopolies stifle innovation. Intel didn't innovate 3D graphics with the i740. It fact, it butchered it. It's the poorest solution out there. It's only advantage is it's cheap. And it's goal was simply to cause massive financial pain in the graphics industry. Now they want stuff this lousy solution and some cheap sound into a "single chipset". They want to tie up the boxmakers and prevent anyone from being able to offer upgrades and new solutions to multimedia. Their goal is simply to grab all the business out there, not to grow the industry or provide new capability. And what is the goal of even publicizing this road map. My guess is it's to suck the investment capital away from any competition. Without capital, many of these companies will wither and die. Which of course is Intel's real "road map". Dennis

To: Savoirman who wrote (12921)	11/25/1998 11:22:00 PM
From: greenspirit	Respond to of 13925

Savoirman, I believe much of your analysis is correct. However, it's not necessarily the financial effect on CREAF that I'm worried about. What concerns me the most is what the market psychology anticipates. The market these days seems more driven by emotion rather than fundamentals and competitive advantage. If CREAF's stock price was based on fundamentals and competitive advantage, I'm pretty sure we would be dealing with a 30 dollar stock. The fear of Asia and Intel hang like a dark cloud over this company. Michael