Message-ID: <24799526.1075840403801.JavaMail.evans@thyme> Date: Thu, 31 Jan 2002 00:47:21 -0800 (PST) From: 1.14166227.-1@multexinvestornetwork.com To: chris.dorland@enron.com Subject: Jan 31, 2002 - B2B insights 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: Business-to-business e-commerce has been buried before, but despite unfulfilled expectations and goals bordering on naivete, it continues to find new adepts, as eMarketer senior analyst Steve Butler explains in a pair of articles. Also, contributing editor Shannon Swingle discusses B2C e-commerce via a familiar medium--your television. Finally, Multex Investor members like you can take advantage on an exclusive free offer and read a report from Morgan Stanley on Openwave Systems (OPWV) by registering for the firm's free research trial offer. See details below. ======================== Sponsored by ========================= Buyback Guru Sells 4 Stocks, Locks in +46.8% in 3 Months! David Fried knows a stock is undervalued when the company buys back its shares. Thats how he locked in a whopping +46.8% in three short months! "Buy these 6 tech buybacks today," Fried says. Get them with a FREE 30-day trial: http://www.multexinvestor.com/jp.asp?id=nl_INT_013102_a1 ============================================================== Below --------- Investment ideas Broker reports Free and sponsored reports ============================================================== Investment ideas ----------------------------------------- 1. B2B insights: Internet-based trading networks chip at EDI base EDI networks stand to lose a lot of business as companies move their purchasing to the Internet. By Steve Butler Electronic data interchange (EDI) networks operated by companies such as General Electric's (GE) Global eXchange Services division are vastly larger than those operated any Internet-based trading exchange. But time may be running out faster than a pharmaceutical patent, as cheaper, potentially more ubiquitous Internet-based exchanges gear up and add clients both big and small. For the time being, however, the private EDI operators are in the driver's seat. As the biggest EDI network operator, GE GXS estimates that there are more than 100,000 trading partners connected through its systems, trading more than $1 trillion in transactions annually. The Giga Information Group estimates that approximately 50,000 trading partners connect to each other using IBM's (IBM) value-added networks. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=6502&nd=0131 2. B2B TV: Interactive software dawns Cable's upgrade to a digital platform is driving iTV. By Shannon Swingle, contributing editor "500 channels and still there's nothing to watch" may have been what viewers used to say in the early days of cable and satellite. But this is the beginning of a new era in television. Not only are channels getting better and more interesting, but viewers are now being invited to interact with this medium. And it's interactivity that may make all the difference. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=6411&nd=0131 3. B2B insights: The EnronOnline diaspora Online energy trading has been orphaned, not aborted By Steve Butler, senior analyst, eMarketer Although the company is now defunct, and while its behavior has taken a serious financial toll on many individuals and companies, Enron's legacy also includes its role as an Internet trailblazer. Indeed, by its sheer size and ambition, the company was able to change the way that its competitors traded, permanently and significantly altering both the energy sector and the Internet. To get an idea of the magnitude of what we're dealing with, according to company data, Enron's (ENE) Internet-based trading exchange, EnronOnline, was processing about 4,000 transactions per day worldwide, with an average deal size of about $500,000, by September of 2001. At an annualized rate, the notional value of online transaction activity conducted through EnronOnline was approximately $510 billion--a healthy increase from the $101 billion in transactions during 2000. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=6425&nd=0131 4. Pent-up aggression: Can EMC (EMC) stay atop the data storage mountain? Still the market share king, margins and analyst confidence are waning for this former stalwart By Dave Sterman, equity research columnist The boom in data storage has become a bust. Prices for data storage gear have plunged as heavy competition has led to fierce price wars. Few have taken a deeper hit from the storage sector's comedown than industry leader EMC (EMC). Shares of EMC, which hit the triple-digit mark in late 2000, plunged to $11 a year later. But after reporting last week that fourth quarter sales rose by 25 percent sequentially, shares of EMC have rebounded and are now 50 percent higher than their October nadir. Speculation abounds that the company, and the entire data storage sector, are poised for a comeback. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=6507&nd=0131 ======================== 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://www.multexinvestor.com/jp.asp?id=nl_INT_013102_a2 ============================================================== Broker reports ----------------------------------------- 1. WHAT'S HOT?: And the nominees are. Bear Stearns publishes a 'top ten list' of Internet security predictions for 2002. After a page of general sector commentary, the firm discusses its list; #3 prediction calls for more sophisticated virus attacks, #6 prediction is that the biometric hype fizzles, #10 predicts security vendor stocks that will outperform. (4-page report for purchase - $10) http://www.theinternetanalyst.com/download.asp?docid=25966746&nd=0131 2. SPECIAL REPORT: Freemarkets' price is right The firm makes a valuation-based bullish investment case for this B2B services company. An investment overview, valuation analysis, analyst report, peer comparison, and grades on growth, profitability, and financial health all included. (3-page report for purchase - $10) http://www.theinternetanalyst.com/download.asp?docid=21260335&nd=0131 ======================== Sponsored by ========================= Enjoy the worlds first fully flat bed in business class, and two FREE tickets. Simply enroll in Executive Club, fly Club World before April 15, 2002, and youll get two free economy tickets to anywhere British Airways flies. Fly Flat. Fly Free. http://www.multexinvestor.com/jp.asp?id=nl_INT_013102_a3 ============================================================== Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT: Laying the foundation In the report, C.E. UT identifies its top pick for 2002 and reviews 8 stocks in its coverage universe including BEAS, CHKP, CTXS, ISSX, NETE, NUAN, RSAS, and SPWX. This 14-page report, which usually sells for $50, is free to members for the next 72 hours. http://www.theinternetanalyst.com/download.asp?docid=25935024&nd=0131 2. FREE SPONSOR REPORT: Morgan Stanley calls Openwave Systems (OPWV) the "premier proxy for wireless Internet adoption." The firm lists key investment strengths and risks for this "neutral-volatile" rated stock, and explains how it sees the company growing through both mergers and acquisitions as well as internal development. Multex Investor members like you can access this report for free by registering for the firm's free-research trial. http://www.theinternetanalyst.com/download.asp?docid=20255845&sid=8&nd=0131 ================================================================ Click here to register at Multex Investor: http://www.multexinvestor.com/registration/regWrapA1Basic.asp Click here for The Internet Analyst homepage: http://www.multexinvestor.com/Analysts/HomeTIA.asp 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 this mailing list, please REPLY to THIS email message with the word UNSUBSCRIBE in the subject line. 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