Message-ID: <9210985.1075845220639.JavaMail.evans@thyme> Date: Sun, 3 Jun 2001 21:29:05 -0700 (PDT) From: 1.11176403.-2@multexinvestornetwork.com To: alewis@ect.enron.com Subject: June 4, 2001 - Satellite-industry and chip-market outlook Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Multex Investor <1.11176403.-2@multexinvestornetwork.com>@ENRON X-To: alewis@ect.enron.com X-cc: X-bcc: X-Folder: \Lewis, Andrew H.\Lewis, Andrew H.\Deleted Items X-Origin: LEWIS-A X-FileName: Lewis, Andrew H..pst From today's issue of the Daily Update, download analysts' comments on energy-industry trends, potentially resuming Lucent (LU) and Alcatel (ALA) talks, buying opportunities into the summer, and much more. For free research, editor's picks, and more come to the Daily Investor: http://www.multexinvestor.com/magazinecover.asp?nd=0604#investor *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Buy stocks for just $3! 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 $3 ($2 for a child's account!) and there are no account or investment minimums. http://service.bfast.com/bfast/click?bfmid=29150849&siteid=38314164&bfpage=home =============================================================== Featured in today's edition of the Daily Update: 1. TODAY'S SPECIAL REPORT: CIBC World Markets sees order stabilization within some back-end semiconductor-equipment markets. 2. DAILY FREE SPONSOR REPORT: Morgan Stanley ranks Emerson (EMR) a "strong buy." 3. FREE RESEARCH REPORT: CIBC World Markets reacts to the launch of Microsoft's (MSFT) X-Box. 4. ASK THE ANALYST: RabbittAnalytics.com's Paul Rabbitt believes we will not retest prior lows. 5. INDEPENDENT'S INVESTMENT REVIEW: Kintisheff Research asks if talks between Lucent Technologies (LU) and Alcatel (ALA) can resume. 6. PERSONAL FINANCE'S ASK THE EXPERT: Dave MacEwen, Senior Vice President and Senior Portfolio Manager for American Century Investments, looks at fixed income funds. 7. HOT REPORT: Friedman, Billings, Ramsey & Co. focuses on the future natural-gas supply source, eastern Canada. 8. INVESTORS' CHOICE: 3-DAY FAVORITE: Argus Research's team comments on the economy's outlook and the Fed's next moves, as well their impact on stocks. 9. EDITOR'S PICK: Deutsche Banc Alex. Brown forecasts turnaround prospects are ahead for the industry; initiates coverage of three players. 10. INVESTMENTOR: Columnist William L. Valentine, CFA, has found a stock that he feels is "shortable," or "avoidable." 11. MESSAGE BOARDS: Looking for intelligent conversation? Stocks, funds, finance and hot topics are among the Sage possibilities. ======================== 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 =============================================================== 1. TODAY'S SPECIAL REPORT A buying opportunity into the summer -- CIBC World Markets sees order stabilization within some back-end semiconductor-equipment markets. "Remain highly selective," the firm urges and provides an industry review and highlights from a recent industry conference. Check the ratings and prices of 38 stocks, 25 of which are ranked "strong buys" (14-page report for purchase - $50). Click here. http://www.multexinvestor.com/download.asp?docid=20710490&nd=0604 2. DAILY FREE SPONSOR REPORT Emerson (EMR) -- Morgan Stanley sets a $78-price target on the global industrial-products manufacturer. "We believe that ownership of EMR makes sense in the current environment," the firm says, pointing to earnings, cash flow and return on invested capital. Register for the firm's free-research trial to access research on this "strong buy" rated stock. Click here. http://www.multexinvestor.com/download.asp?docid=4432215&sid=8&nd=0604 3. FREE RESEARCH REPORT Microsoft's (MSFT) X-Box -- CIBC World Markets says it has lots of sizzle; "We're ready for the steak." Find out what the firm thinks are the game unit's best strategic opportunities, and what the firm believes will be MSFT's revenue potential. This report is free for a limited time. Click here. http://www.multexinvestor.com/magazinecover.asp?nd=0604#investor 4. TODAY IN THE ANALYST CORNER Investors' forward expectations -- RabbittAnalytics.com's Paul Rabbitt believes the market's latest "pause" was healthy. Rabbitt believes we will not retest prior lows, so find the right stocks to own in this market. He will be in the Analyst Corner only until 5 p.m. ET Mon., June 4, so be sure to ask your question now. Ask the analyst. Click here. http://www.multexinvestor.com/ACHome.asp?nd=0604 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 5. INDEPENDENT'S INVESTMENT REVIEW Lucent Technologies (LU) to reconnect? -- Kintisheff Research asks if talks with Alcatel (ALA) can resume. "With the latest developments, ALA is missing a once-in-a-lifetime opportunity to enter the U.S. market in a flash at reasonable cost," the analyst says. What are the possibilities the two may resume talks? (11-page report for purchase - $25). Click here. http://www.multexinvestor.com/download.asp?docid=20768432&nd=0604 ======================== 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 =============================================================== 6. PERSONAL FINANCE'S ASK THE EXPERT Dave MacEwen, Senior Vice President and Senior Portfolio Manager for American Century Investments, looks at fixed income funds. As strong as stocks were throughout the 1990s, bonds also have a specific role to play in a diversified portfolio. At times, when stocks take a breather, bonds can take center stage. If you have questions about investing in bonds, Dave MacEwen will answer investors' queries until Sun., June 16. Be sure to Ask the Expert now. Click below to go to Multex's Personal Finance channel. Then from the left tool bar, click on Ask the Expert to pose your question. Click here. http://multexpf.com/asktheexpert.asp?target=/personalfinance/asktheexpert/home&nd=0604 7. WHAT'S HOT? Energy-industry trends -- Friedman, Billings, Ramsey & Co. focuses on the long-term future supply source, eastern Canada. In advance of tomorrow's OPEC meeting, look at the "least-talked about" source for natural gas supply: Nova Scotia. The firm also provides a list of recent significant developments for energy stocks (11-page report for purchase - $25). Click here. http://www.multexinvestor.com/download.asp?docid=20638710&nd=0604 8. INVESTORS' CHOICE: 3-DAY FAVORITE Responding to the U.S. growth recession -- Argus Research's team comments on the economy's outlook and its impact on select stocks. The report's authors pick Cisco (CSCO) as the "focus stock," evaluate 11 growth stocks, 10 value stocks and 6 utility stocks, and comment on the firm's latest ratings changes (40-page report for purchase - $10). Click here. http://www.multexinvestor.com/download.asp?docid=20689879&nd=0604 9. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Direct broadcast satellite (DBS) outlook -- Deutsche Banc Alex. Brown forecasts turnaround prospects are ahead for the industry; initiates coverage of three players. The firm examines the factors impacting DBS, the top 100 markets' penetration levels, and subscriber growth projections through 2007. Analysts begin covering EchoStar (DISH), Hughes (GMH), and Pegasus (PGTV) (124-page report for purchase - $300). Click here. http://www.multexinvestor.com/download.asp?docid=20679655&nd=0604 10. THE INVESTMENTOR Krispy Kreme (KKD) is half baked -- Columnist William L. Valentine, CFA, this explains why this stock is "grossly overpriced." KKD reminds the columnist of Cisco (CSCO) back in March of 2000, when he sold his investment in the tech bellwether. "The problem is not with the company, but the stock price," he notes. Find out why he feels KKD's stock price is all about hype. Click here. http://www.multexinvestor.com/magazine.asp?ref=ideas20010604.html&nd=0604 11. MESSAGE BOARDS Catch the buzz on the boards at Sage Online If you're looking for lively, intelligent conversation, look no further. Stocks and funds A to Z, finance and hot topics are only a few of the Sage possibilities. Click here. http://multexinvestor.sageonline.com/page.asp?id=2904&ps=1&s=3&nd=0604 =================================================================== 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. To remove yourself from all Multex Investor mailings, including the Daily Update and The Internet Analyst, please respond with the words NO EMAIL in the subject line. 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