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.

We expect further escalation of Internet technology competition in 2006 to $2.7 billion up from $1.9 billion in 2005.

We expect Electronic Arts to have a compelling holiday lineup versus its peers, which should be a catalyst.

Excluding guidance, 4Q negatives were hard to find, in our view.

We have been deliberately surreptitious in our approach, deciding to prove our technology in South Africa and take it from there. Our dream is to put South Africa on the map, but we want to be patient and focused. We were also very concerned about growing too fast.

Since then we have created many more machines and have raised $500,000 to commercialize this technology.