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To: Lizzie Tudor who wrote (26681)	12/23/2005 12:28:18 PM
From: Bill Harmond	Respond to of 57684

informationweek.com

To: Lizzie Tudor who wrote (26681)	12/23/2005 4:11:56 PM
From: Bill Harmond	Respond to of 57684

10:42 NTES Netease.com: Product cycle transitions should limit near-term upside - TWP (57.67 -0.38) Thomas Weisel says that although they think NTES valuation is reasonable and the co has had strong growth, they continue to expect that the product cycle transitions between its two existing hit titles and its two upcoming new games will limit near-term upside potential, and they remain cautious on the overall growth outlook of the online gaming market in China. Firm would need to see the indications of a better than expected product transition before becoming more constructive on the co.

To: Lizzie Tudor who wrote (26681)	12/24/2005 2:00:52 PM
From: stockman_scott	Read Replies (1) \| Respond to of 57684

AOL Could Speed Google's Undoing ______________________________________________________ The big news this week was Google's billion-dollar investment in AOL. That is provided the deal gets shareholder approval, which will have to happen over the objection of dissident shareholder Carl Icahn. His concern is that the Google deal may preclude a more profitable (for AOL) arrangement with some other company, like Microsoft, Yahoo, or eBay. I think the big story of 2006 and beyond will be whatever happens between Google and Microsoft, something I've discussed in a previous column, written back when it looked like Microsoft might become AOL's partner. As for the AOL/Google deal, the future may bring an unsavory creature to your Web browser: Google ads with images, sold by AOL. My concern is that Google may be venturing too far from what made it successful, perhaps leaving a gap that Microsoft can fill by being a better Google than Google. Indeed, AOL could speed Google's undoing. Read the rest of David's column. ct.enews.eweek.com Icahn Seeks to Derail Google as Partner of AOL ct.enews.eweek.com Ganging Up on Google ct.enews.eweek.com