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

To: Fred Fahmy who wrote (13481)	2/1/1999 10:40:00 PM
From: Jon Tara	Read Replies (2) \| Respond to of 13925

Geez, come on - the guy is not a native English speaker. You're taking a translation of some comments made for employees and guests at what basically amounts to a house-warming party, and you expect it to be a literary work, and set forth the company's business plan to boot. BTW, I certainly HOPE they sell speakers - they bought a speaker company! And if they can keep Henry Kloss involved, I would not underestimate how far Cambridge can go in consumer audio. I don't know what you people expect Sim to do, nor why you were holding the stock in the first place, if you don't trust his leadership. Did you just now become aware of his supposed shortcomings? I know a lot of people here are angry, but perhaps your anger is aimed at the wrong place. If you want to be angry, be angry at a market that only rewards potential, not achievement. Yes, CREAF's growth has stalled - something that is pretty common once a company becomes dominent in it's field. In order to grow further, they are going to HAVE to enter new and untested markets. I hardly think that the kind of growth you are looking for would be achieved by moving further into low-cost commodity sound products, at a time when there is significant risk that they will be shortly phased-out anyway. At this point, CREAF stock is going to trade at a low P/E, based on lack of growth, while at the same time the dividend probably protects it from any movement below 10 or so. The way I see it, any time you can buy the stock near 10, you get a dividend stream with a reasonable return, plus a free call on the benefit from any future products.