Justin Post Quotations

We expect Amazon, eBay and Expedia to continue to invest in technology and content in 2006 -- which could pose a near-term risk to 2006 street margin expectations.

Excluding guidance, 4Q negatives were hard to find, in our view.

We expect Electronic Arts to have a compelling holiday lineup versus its peers, which should be a catalyst.

We expect further escalation of Internet technology competition in 2006 to $2.7 billion up from $1.9 billion in 2005.