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To: Rink who wrote (63706)	1/31/2006 5:30:05 PM
From: sixty2nds	Respond to of 64865

No, but I just hit your link! Hope everybody left onboard had the chinstrap fastened.

To: Rink who wrote (63706)	1/31/2006 5:57:02 PM
From: sixty2nds	Respond to of 64865

17:09 GOOG Google earnings color -Update- Reuters is telling us that EPS, excluding stock based compensation charges and non-recurring items, and taxed at co's expected tax rate of 30%, came in at $1.81, $0.04 above their consensus of $1.77. 31-Jan-06 17:50 ET In Play Google conference call notes (GOOG) 432.66 : GOOG on call clarifies $1.54 non-GAAP eps vs. $1.51 in Q3 2005, citing a tax rate that was "well above expectations", due to mix of U.S. and overseas earnings. (more int'l revs were taxed at a higher domestic tax rate). Co says it must "true up" the tax provision for the rest of the year; expects 30% effective tax rate for '06. GOOG says it''s "very pleased" w/ its results. Co contributed $95 mln in Q4 to Google foundation; co says it will not make donations in the forseeable future, but will invest in poverty, environmental causes; about $175 mln in spending planned over the next 3 yrs. GOOG says pipeline is strong, co points to contracts that are for multi-yr terms. Co notes that aggregate growth of partner network is growing slower than Google.com; co says that's been a trend for some time, it can't project how much that will be an issue going fwd. Analysts ask about increase in sales and marketing line: Co points to "exceptional" opportunities in int'l markets, co needs to spend to "harvest" its opportunities. GOOG notes TimeWarner AOL deal, being a 5-yr extension, says more collaboration between the cos coming. GOOG says it's doing more to cater to Fortune 500 customers, cites great success signing up resellers. Google wraps it up, says "Google Cube" opportunity is not that interesting; GOOG focused on strengthening partnerships, rather than making PC companies its competitors. Stock trading at $374.68 after hrs

To: Rink who wrote (63706)	2/8/2006 10:57:14 AM
From: sixty2nds	Read Replies (2) \| Respond to of 64865

08:09 INTC Intel: downgrade details (20.67 ) -Update- ThinkEquity is downgrading INTC to Accumulate from Buy and lowering their tgt to $26 from $27 saying Intel's Dempsey processor appears to have slipped from March to May 2006 (6- 8 weeks). Firm says Dempsey is the first true dual-core processor expected from Intel, first intended for the server space. They expected that the majority of server revs from Intel in 2006 would have come from this platform (the Bensley platform, using the Dempsey processor). The firm says although Intel expects to be shipping this for revenue in 1Q06, it should be minimal (according to their guidance). The firm says a delay in Dempsey could delay much of Intel's server product line. They say this delay also puts Advanced Micro (AMD) in position to take even more share in the high- margin server space. The firm says Intel's Paxville dual core has been somewhat of a disappointment, and many customers have been waiting to buy the Dempsey and delay could drive more of them to AMD.