Message-ID: <12861520.1075845215500.JavaMail.evans@thyme> Date: Thu, 31 May 2001 16:17:10 -0700 (PDT) From: stocktalk@netstocks.com To: alewis@enron.com Subject: Internet Stock News: Large Amounts of Money Still Waiting on the Sidelines Mime-Version: 1.0 Content-Type: text/plain; charset=ANSI_X3.4-1968 Content-Transfer-Encoding: 7bit X-From: Internet Stock News <stocktalk@netstocks.com>@ENRON <IMCEANOTES-Internet+20Stock+20News+20+3Cstocktalk+40netstocks+2Ecom+3E+40ENRON@ENRON.com> X-To: alewis@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 INTERNET STOCK NEWS [tm] http://www.netstocks.com ISN Weekly - 05/31/01 ______________________________________________________________________ TABLE OF CONTENTS 1. Internet Stock Outlook 2. In the News 3. Insight of the Week 4. Earnings News 5. CEO Talk ------------------------------------------------------------- Al Toral (+70%): 18 Stocks with Solid Fundamentals to Buy! Great stocks with strong fundamentals are down now, but they're starting to rise. That's why Al Toral (+70% 5-year average gain) says it's time to buy low! He lists 18 with fast-moving revenues and earnings. Take a FREE 30-day trial: http://www.netstocks.com/partners.asp?id=566 ------------------------------------------------------------ 1. INTERNET STOCK OUTLOOK by Jerry Yeung Having peaked at 2328.05 last Tuesday, the Nasdaq Composite Index has been on a slippery slope this holiday shortened week. Plunging about 250 points, or more than 10%, during this period, the tech-heavy index erased all of its gains since the Fed's most recent interest rate cut. The pullback from its heights - which had served as a beacon for valuation hawks - attracted some modest buying Thursday and short covering to pump the Nasdaq back up to 2110.49, down about 140 points, or 6.2% for the week. More on this week's Internet stock outlook: http://www.netstocks.com/passthrough.asp?id=567 2. IN THE NEWS Economic calendar: http://www.123jump.com/econ_cal_live.htm Internet Airfare Sales Take Off Driven by an increasing number of Internet users and a growing willingness on the part of consumers to make online purchases, Internet airfare sales are expected to rise. http://ns.123jump.com/story.htm?story_id=11716 MarketWatch.com Reacts to Market Financial news site MarketWatch.com is reducing its workforce and implementing additional cost-restructuring plans in the face of a hostile business environment. http://ns.123jump.com/story.htm?story_id=11693 Lucent Kills Alcatel Deal The telecom equipment giants have called off their merger talks, as the two sides were unable to come to an agreement on how control of the new company would be divided. http://www.123jump.com/story.htm?story_id=11681 Content Delivery; Booming or Bombing? A report released Tuesday morning shows that content delivery generated $905 million in 2000 and should reap more than $12 billion within the next five years. http://ns.123jump.com/story.htm?story_id=11671 3. INSIGHT OF THE WEEK The Fourth G It's not godfather or gravity, but it's just as strong a force to be reckoned with. The PC evolution may just be the pace car for the next lap in the networking race. http://ns.123jump.com/story.htm?story_id=11708 drugstore.com's Health Plan drugstore.com has survived the Nasdaq infection and management has made key strategic moves to insure a healthy path forward to profitability. http://www.123jump.com/story.htm?story_id=11690 The Battle Continues The AOL and MSN rivalry is legendary. Microsoft's new gameplan is to hit AOL Time Warner where it hurts most - subscriptions. http://www.123jump.com/story.htm?story_id=11687 New Round for Cable in Last-Mile Match The cable industry once again beat DSL rivals in the first-quarter "last-mile" contest, however the fight is far from over. http://ns.123jump.com/story.htm?story_id=11644 ---------------------------------------------------------------------- Open an E*TRADE account and get a $100 sign-up bonus http://www.netstocks.com/partners.asp?id=559 Get 10 FREE issues of Investor's Business Daily with nothing to cancel http://www.netstocks.com/partners.asp?id=560 ---------------------------------------------------------------------- 4. EARNINGS NEWS Earnings calendar: http://www.123jump.com/p5t.htm Earnings Whispers: http://www.justwhispers.com/ Tech Data Surpasses Estimates Tech Data posted first-quarter results Wednesday, surpassing analysts' expectations. The company's earnings dropped 14.5% in the quarter. http://www.123jump.com/story.htm?story_id=11700 Sun Microsystems Lowers Outlook The network-computer giant warned on Tuesday that its fourth-quarter sales and earnings would be below analysts' estimates due to economic weakness in Europe. http://www.123jump.com/story.htm?story_id=11677 Pumatech Reports Loss Software infrastructure provider Pumatech posted a third-quarter loss Tuesday, matching analysts' expectations. http://www.123jump.com/story.htm?story_id=11678 5. CEO TALK Boom Time For Specialty Retailer Chico's Chico's stock has boasted stellar performance - up more than 750% since May 1996, outperforming even Cisco, up just 220% over the same period. Year-to-date it is up 145%!! http://www.123jump.com/story.htm?story_id=11588 ------------------------------------------------------------- Advertise with ISN http://www.netstocks.com/aboutus/ads_partners.asp Contact Us http://www.netstocks.com/aboutus/contact.asp Helpdesk http://www.netstocks.com/support/index.asp ------------------------------------------------------------- We wish you ever-increasing knowledge of the markets and an extremely profitable return on your Internet investments. Have a great weekend! Sincerely, The ISN Team Read our disclaimer: http://www.netstocks.com/aboutus/disclaimer.asp INTERNET STOCK NEWS (ISN)? 2001 --- You are currently subscribed to isnweekly as: alewis@enron.com To unsubscribe send a blank email to leave-isnweekly-60870D@newsletter.netstocks.com