Message-ID: <29695728.1075840406801.JavaMail.evans@thyme> Date: Tue, 15 Jan 2002 23:45:28 -0800 (PST) From: 1.14166227.-2@multexinvestornetwork.com To: chris.dorland@enron.com Subject: January 16, 2002 - Bubble wrap Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Multex Investor <1.14166227.-2@multexinvestornetwork.com>@ENRON X-To: Dorland, Chris X-cc: X-bcc: X-Folder: \ExMerge - Dorland, Chris\Deleted Items X-Origin: DORLAND-C X-FileName: chris dorland 6-26-02.PST In today's edition of the Daily Update, frequent contributor Dave Sterman shakes his head in wonder at the recent surge experienced by supply chain software stocks, and provides information that may encourage readers to rethink their positions. Also in a finger-wagging mode today, Multex Investor director of investment research Marc Gerstein takes a break from promoting his forthcoming book, Screening The Market: A Four-Step Method to Find, Analyze, Buy and Sell Stocks, to scold investors who systematically ignore retail, and to discuss the merits of one retail stock he really likes. If you like, you can pretend to be as smart as Gerstein by learning how to use our NetScreen tool by clicking here: http://www.multexinvestor.com/BuzzPage.asp?target=stocks/advisor/home&DocID=509&nd=0116 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Make 10 to 20 times your money by 2005, from the Intel of Biotech. Its the drug industrys dirty-little secret. Imagine turning just $500 into $10,000. Get the complete story in "Biotech Boom, the FREE special report from ChangeWave.com. Get your FREE copy online at: http://www.changewave.com/reg/?p=g&c=4CAW214 ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTING STRATEGIES American Eagle Outfitters (AEOS) Weak sales reports present great buying opportunities for American Eagle Outfitters By Marc Gerstein, director of investment research, Multex Investor I've been hearing how rotten retail is for years now. There are too many malls. There are too many stores. Consumers are bored with shop-till- you-drop. Consumers don't have enough money. You name it, I heard it. For your sake though, I hope that if I featured it, you bought it. Thus far, I've profiled retailers 21 times (including two follow-ups for previously featured stocks). As of the 1/11/02 market close, the average percent change of the retail stocks we featured was +35.9 percent (including one dot-com dud that lost 80.8 percent). The equivalent average percent change was a 16.0 percent loss for the S&P 500 and -35.3 percent for the Nasdaq 100. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6000&nd=0116 2. INVESTMENT IDEAS B is for "bubble" Supply chain software stocks surge--but why? By Dave Sterman, equity research columnist It's dj vu all over again, as stocks of supply chain software vendors i2 Technologies (ITWO), Manugistics (MANU), and SAP (SAP), among others, have climbed sharply in recent months. These stocks were among the highest flyers at the height of the Internet bubble, and it's fair to wonder if investors are slipping back into that old bugaboo, irrational exuberance. The surge in prices is based on a fairly dubious investment thesis: sales are no longer falling and the worst may be over. But sales are not yet rising either. And analysts are compelled to look several years out to justify current stock prices. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5994&nd=0116 WORD FROM OUR SPONSOR -------------------------- What is Term Insurance and why should I buy it? Term life insurance provides life insurance coverage for a specific time period (term). Learn why you might want to consider buying it. http://www.multexinvestor.com/page.asp?target=/personalfinance/insurance/home&nd=0116 ======================== Sponsored by ========================= There's a time and a place for everything. Usually it's now. Discover the advantages of Ameritrade with convenient client services, powerful tools and advanced trading technology. Trade Smarter. Open an Ameritrade account today and receive 25 commission-free trades. http://ad.doubleclick.net/clk;3774708;6714130;j?http://www.ameritrade.com/o.cgi?a=mgd&o=rku&p=/html/25.fhtml ============================================================== Broker and third-party reports ----------------------------------------- 1. INVESTORS' CHOICE: 3-DAY FAVORITE The 451 discusses Cisco's (CSCO) new focus on the mobile wireless market. This report examines IP infrastructure spending, the next-gen Internet and network architecture layers, Cisco's strategic alliances and mobile business customer targets, and advanced e- services and content applications. (2-page report for purchase - $5) http://www.multexinvestor.com/download.asp?docid=5676705&nd=0116 2. TODAY'S SPECIAL REPORT Prudential issues a comprehensive report on gaming operators and equipment suppliers. Included are 34 pages of sector commentary, 6 major casino reports (HET, MGG, AGY, PPE, MBG, and STN), 2 equipment supplier reports (IGT, WMS), a 33 page appendix with industry threats, state data & more. 117 figures, graphs, or charts. (146-page report for purchase - $300) http://www.multexinvestor.com/download.asp?docid=25970236&nd=0116 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE CIBC World Markets discusses the prospects for optical components in 2002. CIBC provides its fundamental outlook for the space including broad revenue projections, pricing trends, long-term outlook, carrier spending, component inventories, traffic volume, investment opinions, and 22 exhibits or charts. (34-page report for purchase - $75) http://www.multexinvestor.com/download.asp?docid=25943567&nd=0116 4. THIRD-PARTY REVIEW Kintisheff Research previews telecom equipment giant Lucent's (LU) Q4 earnings report. The report contains 5 pages of fundamental commentary including Q4 optical and wireless revenue tracking, share of systems orders in 2000- 01, discussion of what to focus on in the earnings call and 5 pages of detailed financials. (10-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25932375&nd=0116 5. WHAT'S HOT? Bear Stearns reports on the 'promises and challenges' of 3G wireless technology. Stating that 3G services should provide equal or superior voice quality to fixed phone systems, the firm expounds on the impact of 3G, discussing revenue potential, the role of CDMA, start-up costs, and more in the report. (5-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25935775&nd=0116 ======================== Sponsored by ========================= The Internet Analyst: Wall Street's daily and weekly industry outlook Multex's The Internet Analyst features daily 'Net-industry specific research highlights, investment ideas, analyst opinions, portfolio strategies: http://www.multexinvestor.com/Analysts/HomeTIA.asp To be sure you receive your TIA newsletter every week, click here: http://www.multexinvestor.com/login.asp ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST Rabbitt Analytics's Paul Rabbitt discusses the kind of stocks investors should own going forward. Predicting broad market improvement over the next 6-12 months, Rabbitt explains why he believes investors' focus should now be on economically sensitive stocks. What sectors does he suggest? Ask him questions on this topic until Thurs., Jan. 17. http://www.multexinvestor.com/AskTheAnalystForm.asp?&nd=0116 Find the right stocks to own in this market. Get Rabbitt's Daily Rankings for Free. Click here http://www.rabbittanalytics.com/signup_multex3.asp 2. ASK THE EXPERT Multex.com's Alan Cohn explains some of the ways Americans will benefit from new tax laws. Citing aspects of new tax rules relating to individuals over 50, education, and estate taxes, Cohn shows how a wide range of citizens will benefit. How do the new laws affect you? He can take your questions until Thurs., Jan. 24. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&nd=0116 3. TOMORROW's Live Event Chat LIVE tomorrow at 8pm ET and learn about what's new this year with traditional and Roth IRAs. Tomorrow at 8pm ET, Doug Lockwood, Director of Shareholder Education for American Century Investments, will answer your questions about the changes this year with traditional and Roth IRAs. Click here http://www.multexinvestor.com/LiveEvents/Article.asp?target=/liveevents/article/home&ForumID=42&DocID=5885&nd=0116 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT C.E. Unterberg Towbin takes a look at the brewing battle among storage management schemes. The firm provides a broad industry overview and discusses what it will take to increase market share in the year ahead. Also, updates on a number of companies in the sector. This 15-page report, which usually sells for $50, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25909141&nd=0116 2. DAILY FREE SPONSOR REPORT Morgan Stanley is has a "neutral" rating on Vignette (VIGN) because of economic uncertainty. The firm lauds VIGN's technical leadership and competitive positioning, but also warns that a difficult environment is one of several investment risks. Multex Investor members can register for the firm's free research trial to access this and other reports for free. http://www.multexinvestor.com/download.asp?docid=4487307&sid=8&nd=0116 =================================================================== Please send your questions and comments to: mailto:investor.help@multex.com If you'd like to learn more about Multex Investor, please visit: http://www.multexinvestor.com/welcome.asp If you can't remember your password and/or your user name, click here: http://www.multexinvestor.com/lostinfo.asp If you want to update your email address, please click on the url below: http://www.multexinvestor.com/edituinfo.asp =================================================================== To remove yourself from the mailing list for the Daily Update, please REPLY to THIS email message with the word UNSUBSCRIBE in the subject line. To remove yourself from all Multex Investor mailings, including the Daily Update and The Internet Analyst, please respond with the words NO EMAIL in the subject line. You may also unsubscribe on the account update page at: http://www.multexinvestor.com/edituinfo.asp =================================================================== Please email advertising inquiries to us at: mailto:advertise@multex.com. Be sure to check out our other newsletters, The Internet Analyst and The Telecomm Analyst by Multex.com. The newsletters will inform, educate, and entertain you with usable investment data, ideas, experts, and info about the Internet and telecommunications sectors. To see this week's issue, click here: http://www.thetelecommanalyst.com/ or http://www.theinternetanalyst.com/