Message-ID: <20354915.1075840400746.JavaMail.evans@thyme> Date: Mon, 4 Feb 2002 22:57:50 -0800 (PST) From: 1.14166227.-2@multexinvestornetwork.com To: chris.dorland@enron.com Subject: February 5, 2002 - Encore for eBay (EBAY)? Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Multex Investor <1.14166227.-2@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 In today's edition of the Daily Update, equity research columnist Dave Sterman discusses eBay's (EBAY) sterling performance and the attitude that analysts have adopted towards this Internet stalwart. Also, Steve Butler, senior analyst at eMarketer, discusses a surprising new trend: traditional companies are breaking out their Internet sales! Also, Morgan Stanley shares its ambivalent feelings towards Airgate PCS (PCSA), and Multex Investor readers can find out more by registering for the firm's free research trial. See below for more details. Finally, to help you separate the wheat from the chaff, we feature five research reports that we have selected from among the literally hundreds of broker and third party (independent) reports contributed to our database every day--reports we think will help you make better investment decisions. See below. You can also link directly to our research page, which features synopses of those broker and free reports, and you can register for the Morgan Stanley trial by clicking on the Morgan Stanley logo, here: http://www.multexinvestor.com/article.asp?docid=6768&nd=0205 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Turn $500 into $5,000 by 2003. Big drug companies are being ravaged by surprising generic upstarts. Mercks five biggest drugs have already fallen victim. More to come. Its time to profit from the new leaders of the biotech boom. Get your FREE copy of Changewaves special report: Biotech Boom 2002 at: http://www.changewave.com/reg/?p=g&c=4CBW212 ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS E-commerce comes out from under the shadows Companies used to be reluctant to discuss Internet sales, but are now breaking the silence By Steve Butler, senior analyst, eMarketer Until recently, many companies were reluctant to discuss e-commerce because they did not want to share their strategies with competitors. Today, however, companies announce e-business initiatives to show that they are in tune with the times and prepared to face tough competition in the future. By comparing a company's e-commerce activity to that of its competitors, shareholders may gain insight into how well management has grasped the main issues of e-business, developed an integrated technology strategy, and executed its vision. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6769&nd=0205 2. INVESTMENT IDEAS Can eBay give investors an encore? The company is confident that it can maintain super-fast growth, and analysts agree. by Dave Sterman, equity research columnist The economic landscape is littered with the carcasses of dot-coms that tried but failed. Only one firm can say that it consistently delivered on its initial growth metrics: eBay (EBAY). In 1998, when the online auction company went public, it was set to bag some $86 million in revenue. Three years later, that figure has exploded to $749 million, and operating profits have risen thirteen-fold. With shares of eBay trading at lofty heights, investors are clearly expecting more strong growth to come. Can eBay deliver? The answer, according to those who analyze the company, is a resounding "yes." Click here to read more. http://www.multexinvestor.com/article.asp?docid=6765&nd=0205 WORD FROM OUR SPONSOR -------------------------- Calculate your life insurance needs. Your life insurance needs change as your life changes. You should periodically review and estimate your needs and there are several simple methods that you can use. Learn more about these "rule of thumb" calculations. http://www.multexinvestor.com/page.asp?target=/personalfinance/insurance/home&nd=0205 ======================== 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_MIN020502_A2 ============================================================== Broker and third-party reports ----------------------------------------- 1. INVESTORS' CHOICE: 3-DAY FAVORITE 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.multexinvestor.com/download.asp?docid=25966746&nd=0205 2. TODAY'S SPECIAL REPORT Friedman, Billings, Ramsey discusses latest results out of and outlook for AOL Time Warner (AOL). FBR's analysts suggest that investors ignore the open access question and focus on the content growth capabilities of the company. The firm breaks down results by business segment and provides its current investment opinion. (7-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=26126718&nd=0205 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Lehman Brothers reports on the state of the global oil tanker industry. In a figure-dominated report, Lehman focuses on recent pricing trends for companies involved in tanker leasing. Also, commentary on OPEC production and the future direction of oil prices. 17 figures, charts, or illustrative data. (11-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=26105997&nd=0205 4. THIRD-PARTY REVIEW Standard & Poors takes a look at the world's largest microprocessor company. S&P provides an investment overview of the company including historical revenues, a business summary, industry outlook and peer group comparison, recent news headlines, and Wall Street analysts' investment and earnings opinions. (5-page report for purchase - $5) http://www.multexinvestor.com/download.asp?docid=408008&nd=0205 5. WHAT'S HOT? Prudential explains how investors should position portfolios going forward. The firm says investors should focus on retail and healthcare stocks and construct growth & income portfolios opposed to money markets. It identifies 8 retail and 22 health care buys and 39 components of a growth/income portfolio. (5-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=26095393&nd=0205 ======================== Sponsored by ========================= The Telecomm Analyst: Wall Street's daily and weekly industry outlook Multex's The Telecomm Analyst features daily telecommunications-industry specific research highlights, investment ideas, analyst opinions, portfolio strategies: http://www.multexinvestor.com/jp.asp?id=nl_MIN020502_A3 To be sure you receive your TTA newsletter every week, click here: http://www.multexinvestor.com/jp.asp?id=nl_MIN020502_A4 ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST BigTrends.com's Price Headley discusses how sagging investor confidence will affect the market. Citing three negative influences he's observing, Headley explains why he believes the trend in stocks will be to the downside over the next few months. How can you capitalize on market softness? Feel free to ask him questions until Wed., February 6. http://www.multexinvestor.com/AskTheAnalystForm.asp?&nd=0205 Increase investment returns in bull AND bear markets. Sign up for BigTrends.com's FREE Weekly Market Outlook newsletter and get a trial of Aggressive Stock Trader recommendations FREE. Click here. http://www.multexinvestor.com/jp.asp?id=nl_MIN020502_A5 2. ASK THE EXPERT Ronald E. Newton with Insurance.com talks about how much auto insurance you really need. In reality, there is often a large gap between the insurance you're required to carry and what you should carry. Ask Ronald E. Newton of Insurance.com your questions. He will take investor questions until Thurs., Feb. 7. http://www.multexinvestor.com/AskTheExpertForm.asp?&nd=0205 3. TONIGHT's Live Event Chat LIVE TONIGHT at 8:00pm ET and ask questions about retirement planning. Tonight at 8:00pm ET, Michael Bailey, financial advisor at American Express Financial Advisors, will answer your questions about retirement planning. Don't miss this chance to ask your questions. Click here http://www.multexinvestor.com/jp.asp?id=nl_MIN020502_A6 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Ladenburg Thalmann analyzes events leading to bankruptcy filing of the erstwhile nation's largest discounter. Identifying specific causes of KMs fall from favor, the firm discusses the situation, as well as what will happen with the company operating under Chapter 11 protection. This 20-page report, which usually sells for $50, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=26138611&nd=0205 2. DAILY FREE SPONSOR REPORT Morgan Stanley explains it's ambivalence towards Sprint PCS (PCS) affiliate Airgate PCS (PCSA). The firm discusses investment strengths and weaknesses and its valuation-based stance in a report available free exclusively to Multex Investor members. Register for the firm's free-research trial to access research on this and other stocks. http://www.multexinvestor.com/download.asp?docid=20477099&sid=8&nd=0205 =================================================================== 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. 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