Message-ID: <22486791.1075840407580.JavaMail.evans@thyme> Date: Thu, 10 Jan 2002 01:08:50 -0800 (PST) From: 1.14166227.-1@multexinvestornetwork.com To: chris.dorland@enron.com Subject: Jan 10, 2002 - Five fateful days Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: The Internet Analyst <1.14166227.-1@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 TODAY: Charles Payne, principal analyst at Wall Street Strategies, explains why this year, the last five days of January may be of greater import than the first five. Also, equity research columnist Dave Sterman reports on how two tax preparers are taking divergent stances in terms of their online presence, and eMarketer senior analyst Steve Butler reports on how the survivors of the private B2B exchange wars are adapting to new market conditions. ======================== Sponsored by ========================= FREE REPORT: 10 Stocks To Help You Make It All Back! Still listening to Wall Street's bears? They want you out of the way while they grab today's once-in-a-decade bargains. Don Rowe says investors now have a chance to double their wealth. Get 10 leaders of this new bull market! FREE report: http://www.investools.com/c/go/WALL/MTEX-wallTW5?s=S600 ============================================================== Below --------- Investment ideas Broker reports Top 10 Free and sponsored reports ============================================================== Investment ideas ----------------------------------------- 1. Strong buy: License to ring Licensing DSL technology could help position Aware (AWRE) for the future. By Shannon Swingle, contributing editor An uncertain economic environment and a semiconductor market at trough revenue levels means that this may be a good time for investors to look into the semiconductor intellectual property (SIP) sector. In the broadband communications field, Aware (AWRE) develops and licenses DSL technology to semiconductor and equipment companies for use in conjunction with existing copper telephone networks. The company also makes software for IP products for voice- and video-enabled applications and video games. Aware mainly competes with other companies' in-house development and design teams, and with many corporations looking for cost- cutting options, Aware is in a strong position to cash in. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=5578&nd=0110 2. Independent exchanges: How the survivors have evolved From passive transaction-based units to active technology providers and, ultimately, proselytizers By Steve Butler, senior analyst, eMarketer At the beginning of 2001, eMarketer selected five so-called "independent exchanges" that we believed were worth watching during the course of the year. Chosen for the diversity of their vertical industry operations, these benchmark exchanges were noted as useful indicators of the success or failure of online exchange-based trade within various industries. Known as a pioneer within the energy industry and among business- to-business (B2B) exchanges in general, Altra Market Place was placed on the list because of its background as a facilitator of commodity-based trade. Citadon has long emphasized its Web-based, collaborative software for the engineering and building industry, while eMerge Interactive (EMRG) was initially known as a cattle broker with extensive online and offline trading operations. MetalSite was selected because of its presence within the highly- competitive online steel-trading industry, and SciQuest (SQST) was noted for its leadership as a provider of Internet-based catalog and trading technology for the life sciences industry. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=5720&nd=0110 3. The real deal: Five fateful days Five January days that could determine the course of the year, and four picks from the guru By Charles Payne, principal analyst, Wall Street Strategies After a two-year route that saw the market experience it's worse performance since 1973-74, investors are going to begin the year hoping for the best but not forcing the issue. Reluctance to buy this market could result in a lackluster first week. The old saying is that as January goes, so goes the rest of the year (in fact traditionalists say the first five days of the year will determine the outcome for the rest of the year). I'm not so sure that will be applicable to the market this year. Instead, it could be the last 5 days of the month that sets the tone for the rest of the year. On the 29th, the Fed gathers for the first FOMC meeting of the year. After 11 rate cuts last year, it will be interesting to see whether Greenspan and company decide to take the scalpel to rates again. We think the market has a better chance of making a serious rally if the Fed chooses to stand pat. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=5653&nd=0110 4. Click and file: Taxes-dot-com Two widely different strategies for navigating the tax Web By Dave Sterman For the last four years, the number of people filing their taxes online has risen by at least 20 percent annually. And the folks at Intuit (INTU) deserve a bunch of credit for the trend. Intuit's TurboTax software has made it increasingly easy to complete and files taxes electronically, eliminating the mistake- filled pen and paper process. Curiously, H&R Block (HRB) has gone a different route. The tax prep giant has stuck by its bricks and mortar model of handling taxes in person. Block's TaxCut software also enables people to do their taxes on a PC, but the company has done little to create a commanding Web presence. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=5762&nd=0110 ======================== Sponsored by ========================= Get 10 FREE issues of Investor's Business Daily. 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