Message-ID: <20613024.1075840407113.JavaMail.evans@thyme> Date: Mon, 14 Jan 2002 22:29:29 -0800 (PST) From: 1.14166227.-2@multexinvestornetwork.com To: chris.dorland@enron.com Subject: January 15, 2002 - Enron's impact spills over 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, chartered financial analyst Rick Wayman forewarns investors of issues to watch for this earnings season, with a special nod to the folks at Enron, whose off-balance sheet shenanigans have brought that heretofore benign footnote into focus. Also, eMarketer senior analyst Steve Butler reviews news from Europe that may reflect a fundamental shift in e-business technology spending. Finally, members like you can read Morgan Stanley's glowing report on Qualcomm (QCOM) by registering for the firm's free research trial. See more details below or go directly to our site and click the Morgan Stanley tile on the screen to register. You can link directly to our research page, which features synopses of broker and free reports, by clicking here: http://www.multexinvestor.com/article.asp?docid=5981&nd=0115 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= This $4.50 stock does more sales per year than Amgen, Yahoo and eBay combined. This stock's net profit last year was almost as much as eBay's entire gross sales in 2000. No wonder this stock is a prime takeover target! It was trading around $60 last July and is now a steal. Buy low! http://65.88.90.51/reports/RTD/justclick/ ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS The spillover from Enron New issues to watch for this earnings season By Rick Wayman, CFA This earnings season should prove to be especially interesting not only because of what the bottom lines may indicate, but also because of the "spin" that companies will be using. There are several key factors that will impact earnings in 4Q01 and fiscal year 2001 and seeing how management will spin these factors should be a learning experience. To cut through the spin, investors will need to be especially focused on margins, both gross and operating, and footnotes. The impact will vary among companies (even in the same sector) depending on their accounting policies. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5977&nd=0115 2. INVESTMENT IDEAS Europe: E-business leader? How do results from SAP (SAP) reflect world markets for e-business applications? By Steve Butler, senior analyst, eMarketer Leading enterprise and e-business software maker SAP (SAP) surprised many technology industry observers last week with its preliminary announcement of strong fourth quarter software license sales. Revenues for the quarter were expected to exceed 1 billion euro, contributing to SAP's annual revenue growth of 16 percent for 2001. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5983&nd=0115 ======================== Sponsored by ========================= STREAMING REAL-TIME STOCK QUOTE SYSTEM NO RISK FREE TRIAL 14 DAYS! See the Future of Trading! Tick x Tick Quotes, Charts, News & Proprietary Services included Try it now. The best financial VALUE only $12.99 per month! http://my.money.net/scripts/wrap?name=pages/tabs/2&id=1074-0003 ============================================================== Broker and third-party reports ----------------------------------------- 1. INVESTORS' CHOICE: 3-DAY FAVORITE Crowell, Weedon, & Co. publishes its January recommendation list. In the report, the firm offers a page of general market commentary and then lists its recommendations which include 8 income stocks, 16 established growth companies, 2 aggressive growth names, and 2 special situation stocks. (3-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25916323&nd=0115 2. TODAY'S SPECIAL REPORT CIBC World Markets discusses the near- and long-term prospects for wireless 'Net tech firms. CIBC provides fundamental analysis and earnings coverage for the broader space and individual companies including 724 Solutions (SVNX), Aether (AETH), AvantGo (AVGO), OpenWave (OPWV), Glenayre (GEMS), and Handspring (HAND). (17-page report for purchase - $50) http://www.multexinvestor.com/download.asp?docid=25939324&nd=0115 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Stephens Inc. advises investors to keep a close eye on fundamentals when wading into telecom. The firm comments on reasons for the recent run-up in sector valuation, explains why it's skeptical over a broad-based recovery in fundamentals, comments on bandwidth pricing trends, and why it thinks trends favor CLECs. (11-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25980395&nd=0115 4. THIRD-PARTY REVIEW Market Edge provides access to its industry/stock analysis tool. Investors can search for the market's strongest & weakest performing sectors and the strongest & weakest stocks within those sectors using Market Edge's proprietary research. Access detailed technicals for each covered stock. (Web-based analysis for purchase - $50) http://www.multexinvestor.com/download.asp?docid=4253362&nd=0115 5. WHAT'S HOT? Robert Baird & Co. comments on leading data storage hardware and software companies. Baird offers half-a-page of general sector analysis, then breaks down the sector's major players individually, including EMC (EMC), Veritas (VRTS), QLogic (QLGC), McDATA (MCDT), Emulex (EMLX), StorageTek (STK), and StorageNetworks (STOR). (3-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25934856&nd=0115 ======================== 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 ============================================================== 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=0115 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=0115 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Lehman Brothers discusses the prospects for electric utility stocks. In the report, a sector summary and investment conclusion, forward-looking commentary, identification of companies the firm finds attractive, charts, graphs, and more. This 16-page report, which usually sells for $50, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25933432&nd=0115 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $90 price target on "strong buy-volatile"-rated Qualcomm (QCOM). The firm argues that "QCOM should be a core holding because of the company's dominant position in essential elements of next-generation wireless technology." Register for the firm's free research trial to read key investment strengths and risks associated with this stock, as well as many others. http://www.multexinvestor.com/download.asp?docid=4708130&sid=8&nd=0115 =================================================================== 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. 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