Message-ID: <5913384.1075861196367.JavaMail.evans@thyme> Date: Sun, 18 Nov 2001 22:49:15 -0800 (PST) From: 1.12714936.-2@multexinvestornetwork.com To: brapp@enron.com Subject: November 19, 2001 - The age of alliances Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Multex Investor <1.12714936.-2@multexinvestornetwork.com> X-To: brapp@enron.com X-cc: X-bcc: X-Folder: \BRAPP (Non-Privileged)\Rapp, Bill\Deleted Items X-Origin: Rapp-B X-FileName: BRAPP (Non-Privileged).pst You have questions, we have suggestions. Reports you could download deal with burning questions of the day: beyond naming rights for Enron Field, what is the impact of Enron's (ENE) merger with Dynergy (DYN)? How are alliances affecting the hardware sector? You can also read about telecom equipment makers that face hard times and more upbeat trends in the VC market. *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Scottrade Rated #1 Broker by Kiplinger's Personal Finance! Trade stocks for $7 at Scottrade! Experience top-rated customer service and support in each of our 140+ offices nationwide! $25,000,000 account protection and NO inactivity fees are two of many reasons why you should apply. Find out more: click here! http://www.scottrade.com/index.asp?supbid=4400 ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS Can equipment makers overcome a capex slowdown in 2002? Analysts believe that a few stocks are worth buying despite continued belt tightening. by John Filar Atwood, equity research columnist The 2002 capex picture for large carriers is coming into focus, and it isn't pretty. The push to control spending will continue, and capex budgets look to be slashed by an average of 25 percent next year. Click here to read more. http://www.multexinvestor.com/article.asp?docid=4347&nd=1119 2. INVESTMENT IDEAS Better safe than sorry In an insecure world, Corporate America is investing in security software By Carla Drysdale If you're like me, a "virus warning" in your email inbox isn't likely to faze you. You click on it and glance through it, with a vague sense of gratitude that the warning will hopefully prevent your computer from imploding. So at first I took it in stride when I received a message saying: "If you receive an email entitled 'Bad Times,' delete it IMMEDIATELY. Apparently this one is pretty nasty." I thought, okay, and I kept reading. "It will not only erase everything on your hard drive, but it will also delete anything on disks within 20 feet of your computer...It will do all your drugs and drink all your liquor." Now that's a nasty virus! While this science fiction scenario might have been written by someone who's seen The Matrix once too often, it is a tongue-in-cheek reminder that smart hackers can wreak all kinds of havoc. Fortunately for the makers of anti-virus software, Fortune 100 companies are acutely aware of the problem, and they are keeping security software firms busier than ever--and that makes them an attractive target for private equity as well. Click here to read more. http://www.multexinvestor.com/article.asp?docid=4349&nd=1119 ======================== Sponsored by ========================= Top Wall Street Watcher Ben Zacks: +43.6%/Year Since 1996 Moving with the best and brightest of Wall Street's big- money machines earned Ben Zacks a +43.6% average annual return since February 1996. Start outperforming long-term. Get Zacks' latest 11-stock buylist with your FREE trial: http://www.investools.com/c/go/ZAKS/MTEX-zaksTA2?s=S600 ============================================================== Broker and third-party reports ----------------------------------------- 1. TODAY'S SPECIAL REPORT CIBC World Markets discusses voice over Internet Protocol (VoIP) and packet switching technology. CIBC reports on the growing need for data solutions, focusing on network convergence, next-gen services, and the softswitch. They touch on the role of sector players including Sonus (SONS), Avaya (AV), Cisco (CSCO), and more. (74-page report for purchase - $150) http://www.multexinvestor.com/download.asp?docid=25470059&nd=1119 2. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Bear Stearns explains how it sees mergers and alliances affecting the competitive landscape. The analysts discuss 3 major business models they see developing in the hardware space and why they are developing now. They dissect the HWP/CPQ merger and hypothesize what other alliances or mergers may take place. (22-page report for purchase - $75) http://www.multexinvestor.com/download.asp?docid=25400744&nd=1119 3. WHAT'S HOT? Sanders Morris Harris offers its insights into the combination of two energy sector giants. The firm offers its opinion on the deal both from a Dynegy (DYN) and Enron perspective (ENE). Enron's swift rise and fall is discussed as well as possible collateral damage and issues to be dealt with as the merger proceeds. (3-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25525249&nd=1119 4. INVESTORS' CHOICE: 3-DAY FAVORITE RBC Capital Markets reports its findings after a recent trip to 5 Silicon Valley network solutions providers. The analysts recently visited Extreme Networks (EXTR), Juniper (JNPR), Riverstone (RSTN), ONI Systems (ONIS), and Finisar (FNSR). They relate individual company findings and offer a forward-looking industry-wide opinion. (3-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25456311&nd=1119 5. THIRD-PARTY REVIEW Standard & Poors profiles the NYSE's most capitalized company, General Electric (GE). S&P provides an overview, business summary, and industry outlook for GE. Also included in the report, a peer group comparison, recent news headlines, Wall Street analysts' consensus opinions, and S&P's fair value for the stock. (5-page report for purchase - $5) http://www.multexinvestor.com/download.asp?docid=407622&nd=1119 ======================== Sponsored by ========================= Receive a 4 week RISK-FREE trial subscription to the Financial Times Financial Times reporters all over the world cover everything from business and economic news to world events like no other publication. Click on the link below to start your 4 week risk-free trial subscription and receive the insightful reports on companies and markets worldwide with the FT's unique, global perspective. SUBSCRIBE TODAY: https://www.ftsubs.com/JBE14J303 ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST Schaeffer's Research's Bernie Schaeffer believes recent strength is nothing more than a bear rally. While impressed with the market's broad move higher since Sept. 21, Schaeffer says to keep an eye on the exit door. Why does he believe bulls will ultimately succumb to selling pressure? He can answer questions through today Mon., Nov. 19, 5 PM ET. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&nd=1119 Can your portfolio be fixed? Discover tactics to help you approach your fallen stocks with sensibility and creativity. Sign up now for Bernies FREE CyberSeminar - "HOW TO REPAIR BROKEN STOCKS". Click here http://www.schaeffersresearch.com/redirect.asp?CODE=GB01L8&PAGE=1 2. ASK THE EXPERT American Century Investment's Karen Burnett talks about choosing a retirement plan for your business. Choosing a retirement plan for your business or yourself is one of the most important financial decisions you will make. Karen Burnett of American Century Investments will take your questions until Thurs., November 29. Click here http://www.multexinvestor.com/AskTheExpertForm.asp?&nd=1119 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Robertson Stephens discusses telecom underachiever Lucent's (LU) future following its analyst meeting. The firm provides a rather skeptical view of Lucent's prospects, despite new product announcements in their optical, packet-based, access, and wireless businesses. This ten-page report, which usually sells for $25, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25466802&nd=1119 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $43 price target on ADRs of Spanish telecom service provider Telefonica (TEF.N). The firm suggests that, "Telefonica's fundamentals are very good, with a sound financial position," but also notes that short-term risks in Latin America may add pressure to the stock. Register for the firm's free-research trial to access research on this and other stocks. http://www.multexinvestor.com/download.asp?docid=5492833&sid=8&nd=1119 =================================================================== 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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