Message-ID: <33429812.1075840406473.JavaMail.evans@thyme> Date: Wed, 16 Jan 2002 23:43:28 -0800 (PST) From: 1.14166227.-2@multexinvestornetwork.com To: chris.dorland@enron.com Subject: January 17, 2002 - Surprise party 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, frequent contributor Dave Sterman discusses telecom stocks with a history of surprising investors on the upside. Also, contributing editor Shannon Swingle discusses the emergence of strategic sourcing as an outcome of B2B e-commerce, and how analysts view the major players. Among the featured broker reports below, we feature a report from Wall Street Strategies that discusses Intel, which readers can download for $8. Today, we also feature a report from Morgan Stanley, which rates Hughes Electronics (GMH) "outperform," which Multex Investor members like you can download simply by registering for the firm's free research trial. Why not do it now? You can link directly to our research page, which features synopses of 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=6050&nd=0117 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== 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/MTEX1A-brbnTD1?s=S601 ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS 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.multexinvestor.com/article.asp?docid=6053&nd=0117 2. INVESTMENT IDEAS Surprise party invitation Investors are in the dark, so why not be in on the surprise? By Dave Sterman, equity research columnist Many investors are holding off buying stocks until they've had a chance to check out earnings releases that will pour in over the next month. But this is a good time to check out stocks that have a strong chance of exceeding expectations. Buy them now, and an upside surprise could lend a boost to your portfolio. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6038&nd=0117 WORD FROM OUR SPONSOR -------------------------- Fixed Income Funds Rise as Fed-Watch Begins Taxable fixed-income funds delivered the best return seen since March 2001 last week. Read Lipper Inc.'s latest comments on treasury, corporate debt, world income, and tax-exempt funds. http://www.multexinvestor.com/ExpertInsights/SponsorHome.asp?target=/funds/expertinsights/sponsor&sid=127&nd=0117 ======================== Sponsored by ========================= Paying too much for AUTO Insurance? Take a test drive on Insurance.com - where some of Americas Best Known Carriers compete to help you SAVE. Get no-obligation QUOTES. COMPARE with your own policy. Dont pay more than you have to. Seek the best policy for your money - Insurance.com http://ad.doubleclick.net/clk;3267859;5840728;z?http://www.insurance.com/entry.asp?sid=3787 ============================================================== Broker and third-party reports ----------------------------------------- 1. INVESTORS' CHOICE: 3-DAY FAVORITE The 451 discusses Cisco's (CSCO) new focus on the mobile wireless market. This report examines IP infrastructure spending, the next-gen Internet and network architecture layers, Cisco's strategic alliances and mobile business customer targets, and advanced e- services and content applications. (2-page report for purchase - $5) http://www.multexinvestor.com/download.asp?docid=5676705&nd=0117 2. TODAY'S SPECIAL REPORT CIBC World Markets provides analysis of communications chip giant Broadcom (BRCM). Calling BRCM the bellwether of its space, CIBC provides an investment thesis, discusses its product portfolio, identifies risks, considers BRCM's valuation, explores competitive positioning, & identifies major customers. 65 exhibits. (73-page report for purchase - $150) http://www.multexinvestor.com/download.asp?docid=25953671&nd=0117 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Prudential explains why it feels the recession is coming to an end. Pru's Richard Rippe discusses positive signs he's seeing in employment numbers, wage data, purchasing manager numbers, nonmanufacturing activity, construction, and Pru's own analyst survey. Includes 9 illustrative charts or figures. (8-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25961082&nd=0117 4. THIRD-PARTY REVIEW Wall Street Strategies' Charles Payne ponders the current state of the market. Payne discusses recent market action, including market reaction to Intel's (INTC) results and associated chip stocks. Also, he touches on the CPI report, PC-investment strategy, and offers a stock trade idea in optical systems. (2-page report for purchase - $7) http://www.multexinvestor.com/download.asp?docid=26015340&nd=0117 5. WHAT'S HOT? RBC Capital Markets identifies its top picks in the life sciences group. RBC provides overviews for both the technology enablement and biopharmaceutical subsectors. The firm picks Abgenix (ABGX) and one other stock in biopharmaceuticals and Invitrogen (IVGN) and one other stock in enablement. (2-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25992960&nd=0117 ======================== 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 ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST Rabbitt Analytics's Paul Rabbitt discusses the kind of stocks investors should own going forward. Predicting broad market improvement over the next 6-12 months, Rabbitt explains why he believes investors' focus should now be on economically sensitive stocks. What sectors does he suggest? Ask him questions on this topic through tonight, Thurs., Jan. 17, 5 PM ET. http://www.multexinvestor.com/AskTheAnalystForm.asp?&nd=0117 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 2. ASK THE EXPERT Multex.com's Alan Cohn explains some of the ways Americans will benefit from new tax laws. Citing aspects of new tax rules relating to individuals over 50, education, and estate taxes, Cohn shows how a wide range of citizens will benefit. How do the new laws affect you? He can take your questions until Thurs., Jan. 24. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&nd=0117 3. TONIGHT's Live Event Chat LIVE TONIGHT at 8pm ET and learn about what's new this year with traditional and Roth IRAs. Tonight at 8pm ET, Doug Lockwood, Director of Shareholder Education for American Century Investments, will answer your questions about the changes this year with traditional and Roth IRAs. Click here http://www.multexinvestor.com/LiveEvents/Article.asp?target=/liveevents/article/home&ForumID=42&DocID=5885&nd=0117 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Robert Baird & Co. previews Q4 earnings for small- and super-regional banks. The report discusses sector expectations, group valuation, and individual profiles of stocks including Wells Fargo (WFC), U.S. Bancorp (USB), and Fifth Third (FITB). This 14-page report, which usually sells for $50, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25959131&nd=0117 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets an $18 price target for "outperform"-rated Hughes Electronics (GMH) The firm lists key investment positives and investment risks for this satellite services company. Multex Investor members can get access to this as well as other reports by registering for the firm's free research trial. All that's required is that you fill out a simple form, so go ahead and register now, get it over with. You know you want to. http://www.multexinvestor.com/download.asp?docid=21472256&sid=8&nd=0117 =================================================================== 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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