Peter HodsonaQuantive Inc.AQNTTOP PICKNov 17, 2005

Involved in the same industry drivers as Google (GOOG-Q). Basically an advertising firm that helps corporate customers place their ads on the internet and enhances their web sites. One of the leaders in this space in the world and have pricing power. Some big media company is going to buy them to get back in the game.

Peter Hodson

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(A Top Pick Nov 17/05. Down 11%.) Did a big financing and would let it sit at this point.

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(A Top Pick Nov 17/05. No change.) A Web services company. Great growth profile. Likes it is a takeover name.

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Peter HodsonaQuantive Inc.AQNTTOP PICKNov 17, 2005

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