Message-ID: <19613925.1075840405527.JavaMail.evans@thyme> Date: Thu, 24 Jan 2002 02:51:49 -0800 (PST) From: 1.14166227.-1@multexinvestornetwork.com To: chris.dorland@enron.com Subject: Jan 24, 2002 - Amazing Amazon 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: Rick Wayman, CFA, looks beyond--and under--the numbers posted by Amazon, and comes to a different conclusion than many others around him. Also, frequent contributor Dave Sterman warns investors against being caught up in another wave of euphoria. And Shannon Swingle, our contributing editor, discusses the investment opportunities afforded by strategic sourcing. Indeed, from B2B to B2C e-commerce, networks get a lot of play this week: in addition to a free report on Amazon.com, readers can download a pair of reports on networking stocks or sign up for Morgan Stanley's free research trial to download a recent report on Network Associates (NETA). ======================== Sponsored by ========================= Receive a 4 week RISK-FREE trial subscription to the Financial Times Financial Times reporters all over the world cover everything from business and economic news to world events like no other publication. Click on the link below to start your 4 week risk-free trial subscription and receive the insightful reports on companies and markets worldwide with the FT's unique, global perspective. SUBSCRIBE TODAY: https://www.ftsubs.com/JCE14A2326 ============================================================== Below --------- Investment ideas Broker reports Top 10 Free and sponsored reports ============================================================== Investment ideas ----------------------------------------- 1. Pro forma profits: Hell freezes over (on a pro forma basis) Could Amazon be pulling an Enron? By Rick Wayman, CFA I always thought that hell would freeze over before Amazon.com (AMZN) posted a profit. This company, and the market's love affair with it, has always amazed me. After all, how could a market (even an irrational one) price this stock near $120 at a time when it was losing $0.44 on every dollar of sales, which is what happened in 1999? Ever since Jeff Bezos, the Prince of Pro Forma, announced that AMZN would post a profit by the end of 2001, I eagerly awaited the release so I could see how, not if, he would concoct the desired result. I was not disappointed. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=6233&nd=0124 2. B2B insights: Strategic sourcing Streamlined processes and lower costs create new investment opportunities By Shannon Swingle, contributing editor B2B e-commerce stocks suffered from highly publicized plummets during the last two years, placing weaker players in jeopardy, but since September this group has seen an impressive run-up in the shares of some stocks. Far from being on the verge of extinction, it's a sector with multi-trillion-dollar potential, a piece of which many vendors are trying to grab. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=5983&nd=0124 3. Insider selling: Sucker's rally Fool you twice, shame on you By Dave Sterman, equity research analyst In recent months, investors have returned to their speculative ways, bidding up share prices in companies that still face challenging outlooks to say the least. With signs emerging that the economic recovery will be tepid at best, these investors may want to proceed with caution. Indeed, some of the biggest gainers in recent months may be the most vulnerable to a pullback, especially those for which the company- specific outlook has yet to brighten. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=6119&nd=0124 ======================== Sponsored by ========================= Rip-Roaring Returns from the Post-September 2001 Rebound! Few profited as handsomely as Steve Harmon in today's market turnaround. For instance, his portfolio of travel security stocks is up an incredible +88% since 9/01. And the best is yet to come! Get a jump on 2002 with a FREE 30-day trial: http://www.investools.com/c/go/BRBN/MTEX2B-brbnTD3?s=S601 ============================================================== Broker reports ----------------------------------------- 1. SPECIAL REPORT: Morningstar explains why it finds FMKT attractive despite ongoing risks. 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=0124 2. WHAT'S HOT?: Network power C.E. UT explains why it sees sector bellwether Cisco (CSCO) and Riverstone (RSTN) as two well-positioned companies in the space. Also, why it is cautious on companies with focus on next-gen solutions. Valuation comparison chart. (4-page report for purchase - $10) http://www.theinternetanalyst.com/download.asp?docid=25935347&nd=0124 ======================== 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 ============================================================== Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT: Amazing Amazon Stating that it believes the company has "turned the corner," Hambrecht reviews the first ever profitable quarter for Internet retailing giant, Amazon.com (AMZN). This 7-page report, which usually sells for $25, is free to members for the next 72 hours. http://www.theinternetanalyst.com/download.asp?docid=26054909&nd=0124 2. FREE SPONSOR REPORT: Morgan Stanley sets a $35 price target for "outperform-volatile"-rated Network Associates (NETA). The firm argues that NETA is gaining marketshare and "still has significant margin expansion ahead." Readers can download this report, which outlines the firm's valuation analysis and investment positives and risks, for free by registering for the firm's free-research trial. http://www.theinternetanalyst.com/download.asp?docid=4340536&sid=8&nd=0124 Top 10 ----------------------------------------- Top 10: Most recommended Internet stocks This week's selection includes USA Networks (USAI), AOL-Time Warner (AOL), and Cisco Systems (CSCO). Presenting the latest valuation and analyst recommendation data from Multex's proprietary stock-screening tool applied to the universe of The Internet Analyst stocks. See tables sorting the top 10 stocks according to the highest average recommendation. http://www.theinternetanalyst.com/article.asp?docid=1580&nd=0124 ================================================================ 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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