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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE) -- Ignore unavailable to you. Want to Upgrade?

To: John Nasser who wrote (13914)	1/1/2000 12:38:00 PM
From: bearly_bullish	Respond to of 14577

>> Who's with me? I like the way you think. It's only a matter of time until the MP3 players become a commodity. RIO will soon be competing with half the GNP of Asia (especially Sony, who is not about to sit by and let their portable music market/mindshare evaporate). As the margins shrink and RIO's head-start becomes less important, S3 will need to find more creative ways to make this guy profitable. Before your strategy will work, they'll need to make the RIOPort web site a little more robust. If they were smart, they'd concentrate on making the site popular even to those people not owning a RIO. For example, they could add more music news, interviews, features, reviews etc... Attracting more mainstream traffic and perhaps generating ad revenue. I'm with you.