Message-ID: <11556563.1075845366179.JavaMail.evans@thyme> Date: Tue, 15 May 2001 21:06:57 -0700 (PDT) From: 1.10043390.-2@multexinvestornetwork.com To: jwillia@enron.com Subject: May 16, 2001 - Supply chain management, IT spending and online brokers Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Multex Investor <1.10043390.-2@multexinvestornetwork.com>@ENRON X-To: jwillia@enron.com X-cc: X-bcc: X-Folder: \Williams, Jason (Trading)\Williams, Jason (Trading)\Deleted Items X-Origin: WILLIAMS-J X-FileName: Williams, Jason (Trading).pst From today's edition of the Daily Update, you can download the latest research and analyst commentary on ScanSource (SCSC), Symbol (SBL), Zebra (ZBRA), the GDP report's impact on IT, communications services' shake-out, an evaluation of online brokers by The Motley Fool, and much more. For free research, editor's picks, and more come to the Daily Investor: http://www.multexinvestor.com/magazinecover.asp?nd=0516#investor *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Seeking a Large Cap Value Fund for your portfolio? American Century's Large Cap Value Fund focuses on well established, but temporarily undervalued companies that can provide solid return potential. To invest online and for more info, including a fund prospectus which should be read carefully before investing, click here: http://www.americancentury.com/info/multex_0516email_LCV =============================================================== Featured in today's edition of the Daily Update: 1. TODAY'S SPECIAL REPORT: Robert W. Baird & Co. sees signs of improvement in several end markets for supply-chain technology. 2. FREE RESEARCH REPORT: Prudential Securities studies recent financials for sectors encompassing the S&P 500 index. 3. INDEPENDENT'S INVESTMENT REVIEW: Motley Fool looks at the investment potential in online brokerages. 4. PERSONAL FINANCE'S ASK THE EXPERT: Doug Erbert, personalized rollover service manager for American Century Investments 5. HOT REPORT: Lehman Bros. analysts see justification for their new portfolio strategy in studying the new business cycles. 6. INVESTORS' CHOICE: 3-DAY FAVORITE: Friedman, Billings, Ramsey & Co. offers a long-term perspective on "far-sighted" large-cap IT companies. 7. EDITOR'S PICK: CIBC World Markets uncovers the most surprising trends from the most recent quarter for communications-services stocks. 8. SPONSOR'S "STRONG BUY" SPOTLIGHT: Spotting signs of a recovery, Morgan Stanley upgraded a number of semiconductor stocks to "strong buys" last week. 9. THE ANALYST TALKS BACK: TheProTrader.com's David Moore explains how to optimize trading returns. 10. CHATTING UP WALL STREET GURUS: Frederick Moran, head of Internet stock research, Jefferies & Co. 11. MESSAGE BOARDS: Jill Maggiore, manager of Wells S&P REIT Index Fund (WSPAX), says Equity Office Properties Trust (EOP) is her top pick. ======================== Sponsored by ========================= INSURANCE.COM - America's Insurance Resource from FIDELITY INVESTMENTS Get the Quality Choices you need to find the Right AUTO-LIFE-HOME-HEALTH INSURANCE for you. Obtain Multiple Quotes from Top Insurers, get Unbiased Info & Apply Online. http://ad.doubleclick.net/clk;2795298;5840728;b?http://www.insurance.com/entry.asp?sid=3271 =============================================================== 1. TODAY'S SPECIAL REPORT Supply-chain technology outlook -- Robert W. Baird & Co. sees signs of improvement in several end markets. The firm provides a synopsis of the financials of the following supply-chain stocks' customers: ScanSource (SCSC), Symbol (SBL), Zebra (ZBRA), CTS (CTS), Avocent (AVCT), Optimal Robotics (OPMR), and Brady (BRC) (14-page report for purchase - $50). Click here. http://www.multexinvestor.com/download.asp?docid=20552730&nd=0516 2. FREE RESEARCH REPORT The valuation and earnings trends report -- Prudential Securities studies recent financials for sectors encompassing the S&P 500 index. The firm examines consensus 2002 forecasts for traditional techs based on recent earnings, looks at expectations for the S&P 500 in 2001, and reports on the increase of P/E ratios for high-valuation stocks. This report is free for a limited time. Click here. http://www.multexinvestor.com/magazinecover.asp?nd=0516#investor 3. INDEPENDENT'S INVESTMENT REVIEW Should you invest where you invest? -- The Motley Fool looks at the online brokerage sector. The firm examines the online broker sector including Ameritrade (AMTD), E*Trade (ET), Schwab (SCH), and TD Waterhouse(TWE) and discusses which are positioned to continue to profit from the online trading rage. (24-page report for purchase - $10). Click here. http://www.multexinvestor.com/download.asp?docid=20592094&nd=0516 4. PERSONAL FINANCE'S ASK THE EXPERT Doug Erbert, personalized rollover service manager for American Century Investments If you've contributed to a retirement plan at work and are getting ready to change jobs or retire, you'll have choices about what to do with your money. Erbert, who helps individuals with IRAs, is available to answer investors' queries until Sun., May. 21. Ask the Expert, now. Click here. http://multexpf.com/asktheexpert.asp?target=/personalfinance/asktheexpert/home&nd=0516 5. WHAT'S HOT? The new paradigm is alive and well -- Lehman Bros. analysts believe that key variables in the business cycle remain intact; 35 stocks evaluated. After studying the first-quarter GDP report, the firm reasserts its investment conclusion, which considers monetary-policy easing, information technology's (IT) role in a recovery, and productivity growth (8-page report for purchase - $25). Click here. http://www.multexinvestor.com/download.asp?docid=20504595&nd=0516 ======================== Sponsored by ========================= What goes up when the market goes down? The Prudent Bear Fund is designed to benefit from stock market declines. Visit http://www.prudentbear.com for a prospectus and more information. =============================================================== 6. INVESTORS' CHOICE: 3-DAY FAVORITE What's ahead for technology in 2003 to 2004 -- Friedman, Billings, Ramsey & Co. offers a long-term perspective on "far-sighted" IT companies. The firm presents a large-cap valuation analysis on IBM (IBM), Cisco (CSCO), Dell (DELL), EMC (EMC), Hewlett-Packard (HWP), Intel (INTC), Microsoft (MSFT), Oracle (ORCL), WorldCom (WCOM), and five others (4-page report for purchase - $10). Click here. http://www.multexinvestor.com/download.asp?docid=20541266&nd=0516 7. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Communications services' shake-out update -- CIBC World Markets uncovers the most surprising trends from the recent quarter and focuses on 17 stocks. The firm reveals which companies are likely to lower second-half guidance, have the best fundamentals, face the greatest risk, and which independents reported that their business plans are in flux (43-page report for purchase - $100). Click here. http://www.multexinvestor.com/download.asp?docid=20546586&nd=0516 8. SPONSOR'S "STRONG BUY" SPOTLIGHT Morgan Stanley revisits a rallying cry for semiconductor stocks -- Spotting signs of a recovery, Morgan Stanley upgraded a number of semiconductor stocks to "strong buys" last week. While keeping a bullish stance on energy and real estate, Morgan Stanley last week upgraded a number of semiconductor stocks to "strong buys" as signs of a recovery appear. Click here. http://www.multexinvestor.com/magazine.asp?ref=msdw20010516.html&nd=0516 9. THE ANALYST TALKS BACK Learning to Successfully Trade the Market -- TheProTrader.com's David Moore responds to investors' questions. In his answers to investors' inquiries, Moore details why successful traders must focus on price, and not time. He discusses how to accurately read market sentiment, offers tips to new traders, and chimes in with some current market commentary. Click here. http://www.multexinvestor.com/ACQA.asp?date=20010511&nd=0516 10. CHATTING UP WALL STREET'S GURUS Frederick Moran, head of Internet stock research, Jefferies & Co. In an AOL MarketTalk appearance, Moran offers an in-depth look at the short- and long-term prospects for AOL Time Warner (AOL). He also discusses cable operator Comcast (CMCSK) and two other buy-rated Internet stocks. Read Sage Online's transcript. Click here. http://multexinvestor.sageonline.com/transcript.asp?id=15164&nd=0516 11. MESSAGE BOARDS The REIT stuff Jill Maggiore, manager of Wells S&P REIT Index Fund (WSPAX), says Equity Office Properties Trust (EOP) is her top pick. Click here. http://multexinvestor.sageonline.com/page.asp?id=2904&ps=1&s=3&nd=0516 =================================================================== 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. You may also unsubscribe on the account update page at: http://www.multexinvestor.com/edituinfo.asp =================================================================== Please email advertising inquiries to us at: mailto:advertise@multex.com. For information on becoming an affiliate click here: http://www.multexinvestor.com/Affiliates/home.asp Be sure to check out our other newsletters, The Internet Analyst and The Telecomm Analyst by Multex.com. The newsletters will inform, educate, and entertain you with usable investment data, ideas, experts, and info about the Internet and Telecommunications sectors. To see this week's issue, click here: http://www.theinternetanalyst.com or http://www.thetelecommanalyst.com