Message-ID: <26888287.1075840408215.JavaMail.evans@thyme> Date: Thu, 3 Jan 2002 22:25:55 -0800 (PST) From: 1.14166227.-2@multexinvestornetwork.com To: chris.dorland@enron.com Subject: January 4, 2002 - Reader's picks: GE (GE), Cisco (CSCO), and more 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, Multex Investor director of investment research Marc Gerstein encourages members to block out the noise of earnings consensus and focus instead on the big picture. But while corporate management usually tries to beat or meet consensus forecasts, Dave Sterman explains why a pair of telecom equipment manufacturers may be purposely dampening expectations. Members can also take advantage of the free Morgan Stanley research trial, available exclusively to Multex Investor members, to read the firm's opinions on Bristol-Myers Squibb (BMY). You can also see the most popular tickers and sectors searched by your peers by clicking here: http://www.multexinvestor.com/cs_hot.asp?target=/stocks/companyinformation/analystresearch/whatshot&nd=0104 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Get 10 FREE issues of Investor's Business Daily. More than just a newspaper, Investor's Business Daily is a unique research tool designed to identify winning stocks with insightful charts and ratings you can't find anywhere else. This offer carries no obligation and there's nothing to cancel. http://ibd.infostreet.com/cgi-bin/freeoffer.cgi?source=A362GGL ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS Dampening the mood Why Nortel (NT) and Lucent (LU) may be playing the reverse- psychology game By Dave Sterman, equity research columnist Lucent Technologies (LU) and Nortel Networks (NT) delivered their twisted versions of holiday cheer in recent weeks, telling analysts that sales are slowing yet further, and admitting that forward-looking estimates will have to come down--yet again. But with their shares languishing in single-digits despite a broad year- end Nasdaq rally, analysts have been softening their positions, even to the point of seeing silver linings in these recent whipping-boy stocks. Indeed, some analysts believe that the beleaguered telecom equipment vendors may be deliberately dampening investor enthusiasm and even underreporting or delaying booking some revenues in order to boost March 2002-quarter results (and make for easier December 2002 comparisons to boot). Click here to read more. http://www.multexinvestor.com/article.asp?docid=5619&nd=0104 2. INVESTING STRATEGIES No noise Silence is golden, both for meditation and investing By Marc Gerstein This word, stream, is crucial. Remember it. Write it down on a little slip of paper and paste it on your computer monitor so you can see it any time you read an article or research report dealing with company earnings (or EPS). Any time you hear or read the word "earnings," edit it in your own mind so that it changes to "earnings stream." This is essential for you to make truly rational earnings-based investment decisions. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5591&nd=0104 ======================== Sponsored by ========================= Buy stocks for just $4! Here's a great way to invest for the long-term. ShareBuilder lets you make dollar-based investments in the stocks and index shares you choose. Transactions cost just $4, or buy all the stocks you want for only $12 per month and there are no account or investment minimums. http://service.bfast.com/bfast/click?bfmid=29150849&siteid=38314164&bfpage=home ============================================================== 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=0104 2. TODAY'S SPECIAL REPORT Friedman, Billings, Ramsey explains why it sees the next 2 months as critical for natural gas. FBR analyzes the supply/demand situation for natural gas suppliers, with discussion on recent weather and the sector's macro-outlook. The firm supplies over 10 charts and figures that depict current pricing trends. (6-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25907191&nd=0104 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE CIBC discusses the latest developments in broadband and fiber optic communications. In the report, a review of the Comcast (CMCSK) deal and possible beneficiaries, the latest on JDS Uniphase's (JDSU) business, the disappointment at Terayon (TERN), a warning from Juniper (JNPR), and news from Level 3 (LVLT). (6-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25884720&nd=0104 4. THIRD-PARTY REVIEW Ford Investor Services pits 5 pure Internet companies against one another. In graph form, Ford compares various fundamental stats of AOL Time Warner (AOL), CMGI (CMGI), DoubleClick (DCLK), Yahoo! (YHOO), and Earthlink (ELNK). The graphs look at growth rates, earnings ratios, sales data, and more. (3-page report for purchase - $4) http://www.multexinvestor.com/download.asp?docid=1770635&nd=0104 5. WHAT'S HOT? Lehman Brothers reviews the 2002-03 financial prospects for industrial giant General Electric. Lehman discusses its outtake following a recent analyst dinner with CEO Jeffrey Immelt. It touches on forward-looking business initiatives, the 2002-03 EPS outlook, economic uncertainty, and offers an investment opinion. (3-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=3802670&nd=0104 ======================== Sponsored by ========================= It's here! The Multex Investor Toolbar Now you can get broker research, quotes, charts and company information from anywhere on the Web. http://www.athoc.com/wis/activate/activate.asp?pid=10279&mktmsg=JA1 ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST PowerPlusOptions.com's Victor Schiller discusses how to successfully hedge stock purchases. Using an example involving Microsoft (MSFT), Schiller explains how selling out-of-the-money covered call options helps mitigate the risk involved with being long stocks. You can ask him your questions regarding options until Mon. Jan. 7. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&nd=0104 Try our PowerOptionsPlus FREE Trial NOW! The Best Way To Find, Compare, Analyze, and Make Money On Option Investments...And it's Guaranteed. Click here http://www.poweropt.com/mtx1 2. ASK THE EXPERT Insurance.com's Ronald E. Newton discusses life insurance coverage issues brought up by divorce. Newton explains the importance of reviewing insurance coverage in the midst of divorce to protect loved ones should catastrophic events occur. Do you have all the coverage you need? He can take your questions until Thurs., Jan. 10. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&nd=0104 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT SunTrust Robinson Humphrey offers its predictions for the 2002 market. SunTrust's chief strategist discusses the economy, market valuations, portfolio/sector strategy, and 9/11 financial market effects in this Q&A/interview format report. This 12-page report, which usually sells for $25, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25843175&nd=0104 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $65 price target for "strong buy" rated Bristol- Myers Squibb (BMY). The firm views the risk/reward tradeoff for BMY "as among the most favorable in the group," and lays out its key investment positives and risk factors. Read about a potential blockbuster drug and other issues by registering for the firm's free research trial. http://www.multexinvestor.com/download.asp?docid=4533945&sid=8&nd=0104 =================================================================== 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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