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To: TobagoJack who wrote (57116)	12/14/2004 2:59:59 AM
From: FR1	Read Replies (1) \| Respond to of 74559

Jay, I have finally gotten around to starting to spread thing out a little. I decided to get some Chinese exposure, so I did a little ADR investing: ACH, NTE, LFC, CBA Ouch! ... and they are all so "blue chip"! Lately I decided to follow IBM with a long term buy of LNVGY. What do you think of the LNVGY/IBM deal? Yesterday LNVGY/IBM announced that they were going to set up a complete chip mfg opreation from start to finish using AMCC and others (below) to set things up on the mainland. LNVGY is owned mostly by the government so I assume they will get a lot of orders as they get going? FR ************************************** IBM Creates Chip Ecosystem In China By Ed Sperling, 12.10.04, 12:20 PM ET Electronic News IBM Corp. is creating an ecosystem of companies around its Power architecture in China, opening up the architecture as a way of selling other products such as middleware that tie into it. The move is a significant departure for IBM, which has largely focused its Power architecture on servers. But the Asian market is heavily dependent upon embedded chips in consumer devices, where IBM has only a small presence. "We will be licensing our architecture openly," said Lisa Su, VP of technology development at IBM. She noted the company only plans to charge a nominal royalty for licensing the Power architecture. "The goal is not to make money off the royalties," she added. The real money, she noted, will come in the form of servers and software such as middleware, which is the basis of IBM's technology business. IBM's initial ecosystem includes 15 companies. Among the big names in the consumer space are Sony, already an IBM partner, as well as Chartered Semiconductor and AMCC, Cadence Design Systems and Synopsys in the EDA world and a handful of additional companies that will build chip sets to connect to the Power architecture. Please visit electronicnews.com for more information. Copyright ?2004 Reed Business Information. All Rights Reserved.

To: TobagoJack who wrote (57116)	12/14/2004 4:39:08 PM
From: Taikun	Read Replies (1) \| Respond to of 74559

Hi Jay, I was just wondering if you have any insight into this Canadian coal bed methane company doing exploration in Mongolia.I would have thought China would be all over this. What do you reckon? David Storm Cat Energy Corporation Acquires Second Exploration Block in Mongolia Tuesday December 14, 9:00 am ET CALGARY, Alberta--(BUSINESS WIRE)--Dec. 14, 2004--Storm Cat Energy Corporation (TSX VENTURE:SME - News) announces it has entered into an "Exploration Contract" with the Petroleum Authority of Mongolia ("PAM") for the purpose of drilling for natural gas from coals within close proximity to the country's capital, Ulaanbaatar. The strategically designed contract area, Block XXVI or the Tsaidam Block, comprises 22,407 square kilometers or 5,536,893 acres of land, of which over 500,000 acres include geologically mapped coal deposits. The Exploration Contract requires Storm Cat to spend $300,000 USD on exploration work by December 31, 2005. The exploration work to be conducted, primarily includes drilling a minimum of three (3) exploration wells and may include geological, geophysical and other technical studies. Subsequent to the end of the exploration work period, December 31, 2005, Storm Cat has until June 30, 2006, to elect to enter into a more comprehensive Production Sharing Contract similar to the agreement governing the Company's Noyon project in the South Gobi Desert, announced April 19, 2004. Anticipated depth of the minimum three (3) wells is approximately 600 meters, as the coalbeds within the Tsaidam Block are relatively shallow. Should the exploration work on the Tsaidam block result in methane gas producible in commercial quantities, it is the opinion of Storm Cat's management as well as the Petroleum Authority of Mongolia, the principal market for the gas is Ulaanbaatar, Mongolia's capital. Ulaanbaatar is Mongolia's main political, economic, industrial, scientific and cultural center where approximately half of the country's population resides. Recently, Ulaanbaatar has attracted unprecedented population from Mongolia's rural areas. Therefore, the capital faces rapid growth resulting in severe challenges to respond to the increased demand on infrastructure and the environment. The current energy source for Ulaanbataar is "lignite coal", possessing high sulfur content, resulting in a serious air quality issue for the Mongolian Government and its residents. During negotiations last week in Mongolia, the Chairman of PAM, Mr. Davaasambuu said "The Government's top priority is to improve Ulaanbaatar's air quality, particularly in winter. We are highly supportive of Storm Cat's coalbed methane exploration program within the Ulaanbaatar region in a much needed effort to lessen our reliance on coal." Storm Cat Energy Corp. is a growing exploration company focusing on developing unconventional natural gas reserves globally. The company's primary objective is to create value for its shareholders by applying strong technical expertise to strategies that will unlock substantial natural gas resources in areas where production can be achieved quickly and efficiently. By Order of the Board of Directors STORM CAT ENERGY CORPORATION J. Scott Zimmerman, President To view the pictures accompanying this press release please click on the following link: www2.ccnmatthews.com. The TSX Venture Exchange has not reviewed and does not accept responsibility for the adequacy or accuracy of the content. Storm Cat Energy Corporation (TSX VENTURE:SME - News) -------------------------------------------------------------------------------- Contact: Storm Cat Energy Corporation Kris Kottmeier Investor Relations 1-87STORMCAT (1-877-867-6228) Email: info@stormcatenergy.com finance.yahoo.com