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To: Lizzie Tudor who wrote (26558)	12/9/2005 11:56:24 PM
From: stockman_scott	Respond to of 57684

AMD jumps amid signs of gaining share on Intel today.reuters.com Fri Dec 9, 2005 6:36 PM ET By Jim Finkle NEW YORK - Shares of Advanced Micro Devices Inc. <AMD.N> jumped 5 percent on Friday as investors interpreted a sales forecast from rival Intel Corp. <INTC.O> as a sign that AMD, the No. 2 chip maker, is gaining market share. Intel shares fell initially but rose 1.5 percent to close at $26.08 on the Nasdaq as analysts looked beyond the current sluggishness to forecast robust sales in the first quarter of 2006, when many expect Apple Computer Inc. <AAPL.O> to begin shipping computers using Intel chips. "Particularly when considering the incremental sales to Apple, Intel's below seasonal performance (in the fourth quarter) should contribute to above seasonal performance (in the first quarter) for revenues and margins," Citigroup analyst Glen Yeung said. AMD has pressured Intel in recent months, especially with its Opteron chip for server computers that run networks, and analysts said Intel's mid-quarter revenue forecast on Thursday provided more evidence of that. "AMD is picking up share versus Intel," said Paul Leming, an analyst with Soleil Securities. "Intel recognizes that's going on. They don't deny it." Many analysts had expected Intel to narrow its sales estimate for its current quarter toward the top end of its earlier outlook. Instead, Intel stuck to the midpoint of its previous range, saying revenue would be $10.4 billion to $10.6 billion. The midpoint of Intel's revised range was only slightly below the Wall Street average forecast of $10.6 billion. Analysts said that investors had hoped that Intel would follow other chip makers, such as Texas Instruments Inc. and Xilinx Inc., which strengthened forecasts on Wednesday. "The PC market is strong and Intel is putting up weak numbers," said Kevin Rottinghaus, an analyst with FTN Midwest. FTN Midwest market research has turned up evidence that AMD continues to take market share from Intel, based on conversations with electronics suppliers in Asia. "The implication is that AMD's market share gain is accelerating," Rottinghaus said. Cody Acree, an analyst with Stifel Nicolaus, said that Intel's problem stems from its inability to produce enough computer chips to meet demand. "They are capacity constrained so that there's not much ability to ship more than they've already shipped," Acree said, adding that the company's strong third quarter probably took some business from the fourth quarter. Shares in Dell Inc. <DELL.O>, the world's No. 1 personal computer maker, rose 52 cents to $31.17. Apple shares rose 25 cents to $73.33. (Additional reporting by Scott Hillis in San Francisco)

To: Lizzie Tudor who wrote (26558)	12/10/2005 2:09:00 AM
From: stockman_scott	Respond to of 57684

Washington Post Chairman Says Newspapers’ Future Is Not in Paper washingtonian.com [Washington Buzz - Harry Jaffe] National editor, The Washingtonian Washington Post chairman Don Graham said publicly for the first time this week that the future of news is on the Internet, not in print newspapers like the Washington Post. “The Web site simply has to come through, ours and that of other newspapers, for us to be successful,” Graham told investment analysts Wednesday in New York. Graham delivered the keynote address for UBS Bank’s annual Global Media Conference. His speech focused on how the Internet is dramatically changing the way he runs his company. “Our Web competitors, Google in particular, are coming up with clever new products which are designed to make our life harder,” Graham said. “Young readers are less inclined to read us than I would have guessed.” After detailing the strengths that print journalism still holds—chief among them the effectiveness of print advertising—Graham acknowledged that the Internet can do some things better. “The business is changing faster than I expected,” Graham said. As an example, he offered the Post’s coverage of Samuel Alito’s nomination to the Supreme Court. “This year for the first time I have come to believe that we will be able to tell you about certain subjects better on the Internet than we will be able to in print,” he said. “The Post newspapers have told you a tremendous amount about the guy. An editor named Fred Barbash . . . has started what I suppose you would call a blog called the ‘Campaign for the Supreme Court’ on washingtonpost.com, and Fred incorporates all of [the print edition’s] stories about Alito, but he also makes available all the opinions Alito has written, all those documents that he wrote back in the Reagan-era Justice Department. “So if you want to know everything about Alito . . . you can literally learn everything that is on the public record. That is something a printed newspaper cannot do. Even though some people like to say we write at great length in the Washington Post, we don’t write at that great length.” The Post got in on the online business more than a decade ago and has invested hundreds of millions of dollars in it. It established Washington Post–Newsweek Interactive as a separate division. It created washingtonpost.com as its flagship Web publication. There were many wrong turns in the process, Graham said. “The Post Company plunged in early, investing money in new Internet businesses to try to make things go our way. Some of this worked out; much did not.” After hearing Graham and other media executives, UBS analysts had this to report: “Several publishers focused on their online businesses as areas for potential growth. Many of the companies are investing incrementally, and we believe that the growth profile in these online properties is superior to that of traditional print publishing. However, we caveat this point by noting that online revenues still comprise only a small percentage of most publishers' businesses at this point.”

To: Lizzie Tudor who wrote (26558)	12/12/2005 11:49:47 AM
From: stockman_scott	Respond to of 57684

More on SarbOx and it's impact -- from an online newsletter I receive... The National Venture Capital Association has published a cornucopia of 2006 VC market predictions. Items of note include expectations of slight rises in VC disbursements and fund-raising, plus an NVCA admission that “the venture industry will not be in a position to achieve the above market returns which limited partners have historically enjoyed.” Most prescient quote may come from Bob Pavey of Morgenthaler: “Unless the SEC figures out how anti-growth and anti-jobs the impact of SOX is on young growth companies considering an IPO, we will see U.S. venture-backed companies doing what until now has been unthinkable: going public on foreign stock exchanges like the Toronto Exchange or AIM, the small cap exchange affiliated with the London Stock Exchange.”