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


To: Dennis G. who wrote (13547)2/16/1999 3:49:00 PM
From: Sun Tzu  Read Replies (1) | Respond to of 13925
 
As overpriced as nvda is, its value to creaf is more for what it can do to dimd than what it can do for creaf. I think that 2 of the three remaining "good" graphics chip makers (nvda, siii, and tdddf) will be bought out by the end of the year. The first one who buys it, will put huge pressure on all others. Creative, IMO, is in a precaurious position; they are losing focus at time when they are under serious attack from all sides. I think the possibility of the stock going to single digits is more than 50:50. Nvidia is cunning and will squeeze a high premium from any suiter (at least as much as the market bears it). But ultimately, if you believe that there will be 3~5 graphics card makers in the world, it is prudent to make sure that you are one of them.

regards,
ST