Message-ID: <10613619.1075855131419.JavaMail.evans@thyme> Date: Fri, 14 Dec 2001 15:39:28 -0800 (PST) From: insights2@reply.phillips.com To: don.baughman@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: Baughman Jr., Don 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 trans= forms the Internet into a poor-man's version of the virtual private network= . 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 camer= a?a couple of speakers?and a phone line. You can share a spreadsheet, a whi= te 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 cri= tical importance in the money management world. In short, the point I'm tr= ying to make is that video Internet meetings finally really work-for the fi= rst time-thanks to Microsoft XP. And I know from experience, there's a huge= PENT-UP DEMAND. What's more, the recent terrorist events will only increas= e the desire for virtual face-to-face meetings, instead of actual travel. N= ow Let Me Show You What All That Demand Does to Capacity...and How You Can = Profit From This Trend Let's say you have a group of five people that e-m= ail back and forth regularly. But now they have the opportunity for a half-= hour Internet meeting. That single video face-to-face eats the same equival= ent bandwidth of one year's worth of their e-mails! Now let's say they lov= e the experience-and they will. Pretty soon they're meeting regularly. They= all hook up a system at home to A word from our sponsor Free Investme= nt Seminar... Join InvestorPlace.com editors & other top Wall Street advis= ors at The 24th Annual Florida Money Show. Admission is FREE.... For detail= s click here , or call 800/970-4355. Mention priority #001071. chat = with friends across the country. After all, it really is the next best thin= g to being there?and it's DIRT-CHEAP-airtime is free-as well. What industr= y-which company-will benefit most from this soaring demand? To answer that = question, I need to tell you about one of the biggest secrets in technology= today. Call it a misconception, if you will. I call it a bald-faced lie-= one that has individual investors completely in the dark about an opportuni= ty of immense proportions. I'm talking about the so-called "glut" of fiber = optic cable. As I've been telling my TECHNOLOGY INVESTING readers, I belie= ve the build-out has really just begun. In fact, I can prove it. And compan= ies that make the fiber are tremendous long-term investments. But right no= w, I want to fill you in on just one aspect of the fiber business that will= 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 activate= d. At a recent investment conference, I explained it like this: "You know w= hat dark fiber has in common with a bushel of wheat? You can't send data ov= er either one of them." Before this fiber can be used, it has to be "lit."= Who do you call to do the job? You call Nortel, you call Cisco, you call L= ucent. 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 mu= ltiply our money 10-times over by 2007. Best of all, this stock is so beate= n-down, there's little risk from here. Point is, if I'm right-and I'll glad= ly stake my reputation on this call-just a small investment now can make yo= u a huge pile of cash. The stock? None other than optical powerhouse JDS Un= iphase (NASDAQ: JDSU). Here's my reasoning: When the World Trade Center g= ot hit, the Internet slowed down-very noticeably slowed down. What does tha= t 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 worr= ied about this problem. After all, this is the second time it's happened. B= ack 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 means= our communications systems-and therefore our economy-are very, very vulner= able. Ten years ago, it wouldn't have mattered. But today, commerce and se= curity is COMPLETELY DEPENDENT on those systems. Virtually nothing moves wi= thout it. That's how banks and brokerages transfer funds?how dispatchers ro= ute fleets of trucks?how many Americans get paid through direct deposit. A= nd we are closer to the breaking point than 99.9% of Americans even begin t= o understand. Here's one example. Qwest-one of America's biggest carriers-= recently said they're 63% loaded on their network. That doesn't sound too b= ad?until you understand how these networks operate. You can't load a networ= k much past 65%. In fact, 70% is virtually catastrophic-because the network= spends so much time searching for open channels, it doesn't spend any time= actually sending packets of information. The system locks. Communications= stops. The nation comes to a standstill. Quite simply, America is falling = behind the rest of the developed world, and we've got to catch up fast! In= ternet traffic systems currently run faster in Australia, Europe and even S= outh America. That's because we push out more data than everyone else-but w= e're not increasing capacity at anywhere near the needed rate. Get this-da= ta 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 keep up= . That's why the fiber must-and will-be lit. Otherwise business, the econom= y and our national security are all in the crapper. So how does a smart in= vestor profit? As I mentioned, the Big 3 systems manufacturers (Nortel, Cis= co and Lucent) handle the contracts. But they're all in tough competition w= ith one another. I prefer JDSU, which gives these guys the TOOLS they need = to do the job. There's very little credible competition at that end. If yo= u want reliability, great service and appealing cost structures, it's the O= NLY place to turn. At the height of the boom, JDS Uniphase's stock was nea= rly 20-times higher. What changed? Spending on communications networks drie= d up. Now the government is ready to pump $100 billion in emergency spendin= g into the economy; interest rates are practically zero; and the need isn't= just vital for the economy anymore-it's a question of NATIONAL SECURITY! = That's why I'm so sure of the immense opportunity ahead if you invest in JD= SU today. What's more (here's the best part!) this is NOT the only fiber op= tic play I'm recommending my TECHNOLOGY INVESTING readers load up on now. = For the full story-and my complete recommendation on JDSU and other top te= ch picks-I want to tell you about a very special opportunity. Sign up for m= y FREE email seminar, "Success Secrets of a Tech Stock Pro" now, and each w= eek for the next month, I'll send you a special investing bulletin just lik= e this one-profit-packed with the very best tech investing opportunities to= day?the full story on JDSU and the fiber "glut"?my top biotech pick for 200= 2?the 4 questions you must ask before buying a single tech stock next year?= ways to avoid the technology investing mistakes that cost most investors mi= llions of dollars in profits this year?and MUCH, MUCH more! It's FREE and o= nly available for a limited time to InvestorPlace.com members! Click here n= ow to sign up. ACCOUNT MANAGEMENT We hope this free digest of investi= ng advice is valuable to you. If you'd like to change your e-mail address (= DON.BAUGHMAN@ENRON.COM), or unsubscribe, please do so by going to the follo= wing address: http://www.investorplace.com/optin-unsub1.php?t=3D0ML186 Y= our name will be removed from our list within 7-10 working days Copyright= 2001 InvestorPlace.com Presented by Phillips Interactive Serious investor= s. Expert advice. Real profits. =09 =09 =09