Justin Post
Justin Post
guidance hard negatives
Excluding guidance, 4Q negatives were hard to find, in our view.
arts compelling electronic expect holiday versus
We expect Electronic Arts to have a compelling holiday lineup versus its peers, which should be a catalyst.
billion competition expect further internet technology
We expect further escalation of Internet technology competition in 2006 to $2.7 billion up from $1.9 billion in 2005.
content continue ebay expect invest margin pose risk street technology
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.