Message-ID: <8353802.1075855131282.JavaMail.evans@thyme> Date: Fri, 14 Dec 2001 16:04:53 -0800 (PST) From: insights2@reply.phillips.com To: dbaughm@ect.enron.com Subject: Insights For You From InvestorPlace.com Mime-Version: 1.0 Content-Type: text/plain; charset=ANSI_X3.4-1968 Content-Transfer-Encoding: quoted-printable X-From: "InvestorPlace.com"@ENRON X-To: DBAUGHM@ECT.ENRON.COM X-cc: X-bcc: X-Folder: \Edward_Baughman_Jan2002\Baughman Jr., Don\Deleted Items X-Origin: Baughman-E X-FileName: dbaughm (Non-Privileged).pst InvestorPlace.com Insights [IMAGE]Special Investing Bulletin From Inve= storPlace.com Advisor Michael Murphy Editor, Technology Investing Decembe= r 14, 2001 Buy This Stock Now?And Reap BIG Profits From the Biggest Lie in= Technology Today Microsoft's new operating system, Windows XP, was re= leased in November and is currently selling at record-breaking retail level= s. Funny thing is, no one's talking about the most exciting aspect of this = system?or the money it can make savvy investors who understand where to inv= est. That's what I want to tell you about today. You see, Windows XP tran= sforms the Internet into a poor-man's version of the virtual private networ= k. The promise has actually A word from our sponsor Low-Cost Term Life = Insurance...and no hassles! We've been serving the needs of smart investo= rs for the past 114 years. Click here , and in less than 5 minutes you'll h= ave a FREE, custom quote from Ameritas Direct, a division of top-rated Amer= itas Life Insurance Corp. For some of the LOWEST term rates available, plea= se check us out TODAY. been out there for quite some time. But frankly,= the operating system couldn't handle all the complexities of doing Interne= t videoconferences. Well, now it finally can. All it takes is a $100 came= ra?a couple of speakers?and a phone line. You can share a spreadsheet, a wh= ite board, any sort of collaborative notes-and hold a productive, real-time= meeting without ever leaving your desk. It's PERFECT for the home office. = A fantastic face-to-face sales tool. Heck, we're installing the cameras all= over the place at my offices for immediate feedback-something that's of cr= itical importance in the money management world. In short, the point I'm = trying to make is that video Internet meetings finally really work-for the = first time-thanks to Microsoft XP. And I know from experience, there's a hu= ge PENT-UP DEMAND. What's more, the recent terrorist events will only incre= ase the desire for virtual face-to-face meetings, instead of actual travel.= Now Let Me Show You What All That Demand Does to Capacity...and How You C= an Profit From This Trend Let's say you have a group of five people that = e-mail back and forth regularly. But now they have the opportunity for a ha= lf-hour Internet meeting. That single video face-to-face eats the same equi= valent bandwidth of one year's worth of their e-mails! Now let's say they = love the experience-and they will. Pretty soon they're meeting regularly. T= hey all hook up a system at home to A word from our sponsor Free Inves= tment Seminar... Join InvestorPlace.com editors & other top Wall Street ad= visors at The 24th Annual Florida Money Show. Admission is FREE.... For det= ails click here , or call 800/970-4355. Mention priority #001071. cha= t with friends across the country. After all, it really is the next best th= ing to being there?and it's DIRT-CHEAP-airtime is free-as well. What indu= stry-which company-will benefit most from this soaring demand? To answer th= at question, I need to tell you about one of the biggest secrets in technol= ogy today. Call it a misconception, if you will. I call it a bald-faced l= ie-one that has individual investors completely in the dark about an opport= unity of immense proportions. I'm talking about the so-called "glut" of fib= er optic cable. As I've been telling my TECHNOLOGY INVESTING readers, I be= lieve the build-out has really just begun. In fact, I can prove it. And com= panies that make the fiber are tremendous long-term investments. But right= now, I want to fill you in on just one aspect of the fiber business that w= ill make you quite rich, a whole lot quicker. Here's the deal. Yes, there = is a large amount of unutilized fiber optic cable out there today. But that= 's not a problem for the tech industry. It's an opportunity. You see, 95%= of all the fiber that has ever been laid is "dark"-that is, it's not activ= ated. At a recent investment conference, I explained it like this: "You kno= w what dark fiber has in common with a bushel of wheat? You can't send data= over either one of them." Before this fiber can be used, it has to be "li= t." Who do you call to do the job? You call Nortel, you call Cisco, you cal= l Lucent. Then they all call ONE COMPANY to get the parts. THAT'S the stock= I want you to buy now. Low Risk With Ten-Bagger Potential I'm looking at= a double-possibly a triple-by this time next year! And I fully expect to= multiply our money ten-times over by 2007. Best of all, this stock is so b= eaten-down, there's little risk from here. Point is, if I'm right-and I'll = gladly stake my reputation on this call-just a small investment now can mak= e you a huge pile of cash. The stock? None other than optical powerhouse JD= S Uniphase (NASDAQ: JDSU). Here's my reasoning: When the World Trade Cent= er got hit, the Internet slowed down-very noticeably slowed down. What does= that mean? There isn't enough capacity or redundancy built into the system= to accommodate a blip in demand. I believe people in government are very = worried about this problem. After all, this is the second time it's happene= d. Back in July, a tunnel fire in Baltimore slowed the Internet to a crawl = for two full days because an optical cable got caught in the snare. That m= eans our communications systems-and therefore our economy-are very, very vu= lnerable. Ten years ago, it wouldn't have mattered. But today, commerce an= d security is COMPLETELY DEPENDENT on those systems. Virtually nothing move= s without it. That's how banks and brokerages transfer funds?how dispatcher= s route fleets of trucks?how many Americans get paid through direct deposit= . And we are closer to the breaking point than 99.9% of Americans even beg= in to understand. Here's one example: Qwest-one of America's biggest carri= ers-recently said they're 63% loaded on their network. That doesn't sound t= oo bad?until you understand how these networks operate. You can't load a ne= twork much past 65%. In fact, 70% is virtually catastrophic-because the net= work spends so much time searching for open channels, it doesn't spend any = time actually sending packets of information. The system locks. Communicat= ions stops. The nation comes to a standstill. Quite simply, America is fall= ing behind the rest of the developed world, and we've got to catch up fast!= Internet traffic systems currently run faster in Australia, Europe and ev= en South America. That's because we push out more data than everyone else-b= ut we're not increasing capacity at anywhere near the needed rate. Get thi= s-data traffic is DOUBLING every year now. That means a network running at = 63% of capacity needs to double its load by this time next year just to kee= p up. That's why the fiber must-and will-be lit. Otherwise business, the ec= onomy and our national security are all in the crapper. So how does a smar= t investor profit? As I mentioned, the Big 3 systems manufacturers (Nortel,= Cisco and Lucent) handle the contracts. But they're all in tough competiti= on with one another. I prefer JDSU, which gives these guys the TOOLS they n= eed to do the job. There's very little credible competition at that end. I= f you want reliability, great service and appealing cost structures, it's t= he ONLY place to turn. At the height of the boom, JDS Uniphase's stock was= nearly 20-times higher. What changed? Spending on communications networks = dried up. Now the government is ready to pump $100 billion in emergency spe= nding into the economy; interest rates are practically zero; and the need i= sn't just vital for the economy anymore-it's a question of NATIONAL SECURIT= Y! That's why I'm so sure of the immense opportunity ahead if you invest i= n JDSU today. What's more (here's the best part!) this is NOT the only fibe= r optic play I'm recommending my TECHNOLOGY INVESTING readers load up on no= w. For the full story-and my complete recommendation on JDSU and other to= p tech picks-I want to tell you about a very special opportunity. Sign up f= or my winning TECHNOLOGY INVESTING advisory service today (your membership = is fully covered by my six-month 100% money back guarantee), and I'll send = you my JUST-RELEASED SPECIAL REPORT, FREE: "How the Powerbrokers of the Rea= l Economy Will Make You Rich." Plus, I'll send you the most recent 2002 For= ecast Issue of TECHNOLOGY INVESTING?sign you up for my urgent Flash Bulleti= ns?give you immediate access to my subscriber-only website?tell you how you= can call my 24-hour telephone market hotline?and more. CLICK HERE NOW ! = ACCOUNT MANAGEMENT We hope this free digest of investing advice is valuab= le to you. If you'd like to change your e-mail address (DBAUGHM@ECT.ENRON.C= OM), or unsubscribe, please do so by going to the following address: http:/= /www.investorplace.com/unsubscribe.php Your name will be removed from ou= r list within 7-10 working days Copyright 2001 InvestorPlace.com Present= ed by Phillips Interactive Serious investors. Expert advice. Real profits. = =09 =09 =09