Message-ID: <11019403.1075845367878.JavaMail.evans@thyme> Date: Tue, 22 May 2001 21:06:18 -0700 (PDT) From: 1.10043390.-2@multexinvestornetwork.com To: jwillia@enron.com Subject: May 23, 2001 - Reorgs, proven biotechs, and wireless ops 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 AT&T's (T) restructuring plan, the asset management industry, picking stocks in the IT services arena, grown-up biotechnology stocks, and much more. For free research, editor's picks, and more come to the Daily Investor: http://www.multexinvestor.com/magazinecover.asp?nd=0523#investor *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= MortgageIT.com, a premier online provider of residential mortgages, consistently provides borrowers with the very lowest rates and the best mortgage programs available. The company assists customers who are purchasing a home or refinancing an existing loan in all 50 states. http://www.mortgageit.com =============================================================== Featured in today's edition of the Daily Update: 1. TODAY'S SPECIAL REPORT: Lehman Bros. attempts to put mutual fund flows in a "factual perspective" by dispelling myths. 2. FREE RESEARCH REPORT: Robert W. Baird & Co. provides the keys to picking stocks in the IT services arena. 3. ASK THE ANALYST: Morgan Stanley's Andrew Conway discusses the strongest global beverage brands. 4. INDEPENDENT'S INVESTMENT REVIEW: The Motley Fool examines biotechnology stocks that have come of age. 5. PERSONAL FINANCE'S ASK THE EXPERT: Alan and Stephen Cohn, certified financial planners and founders of Sage Online 6. INVESTORS' CHOICE: 3-DAY FAVORITE: Friedman, Billings, Ramsey & Co. offers a long-term perspective on "far-sighted" large-cap IT companies. 7. HOT REPORT: CIBC World Markets makes its recommendations on AT&T's (T) wireless-exchange offer. 8. EDITOR'S PICK: Bear Stearns & Co. scrutinizes opportunities in the U.S. national wireless industry. 9. SPONSOR'S "STRONG BUY" SPOTLIGHT: Morgan Stanley reiterated "strong buys" on numerous semiconductor issues 10. CHATTING UP WALL STREET GURUS: Neil George, consulting adviser with Money Growth Institute 11. MESSAGE BOARDS: Bridgeway fund manager John Montgomery finds a gem amid the ruins of the Internet sector. Find out why he likes Register.com (RCOM). ======================== Sponsored by ========================= A special offer from Merrill Lynch Direct! Self-directed investors can access Merrill Lynch's research and market information and trade online from $29.95 per equity trade. Open an account and get $100. Click here to learn more. http://www.mldirect.ml.com/publish/public/offer.asp?medium=MUL0002& =============================================================== 1. TODAY'S SPECIAL REPORT Focus on the asset management industry -- Lehman Bros. attempts to put mutual fund flows in a "factual perspective" by dispelling myths. View the trends and challenges brokers and money managers face. Look at valuation and fund flows for the likes of Charles Schwab (SCH), Merrill Lynch (MER), Morgan Stanley (MWD), Goldman Sachs (GS), and others (22-page report for purchase - $75). Click here. http://www.multexinvestor.com/download.asp?docid=20596839&nd=0523 2. FREE RESEARCH REPORT Information technology services -- Robert W. Baird & Co. provides the keys to picking stocks in the IT services arena. "A healthy balance sheet and cash flow from operations, strong recurring revenue and the ability to sell projects on a business case justified basis," the firm says about its four stock picks. This report is free for a limited time. Click here. http://www.multexinvestor.com/magazinecover.asp?nd=0523#investor 3. TODAY IN THE ANALYST CORNER Wet your whistle with these stocks -- Morgan Stanley's Andrew Conway explains. Conway takes a look at the strongest brands in the global beverage industry. Which companies does he recommend investors quench their thirst with long term? Ask the analyst. Gain free access to Morgan Stanley's research for 30 days. Simply register and submit a question. Conway will be in the Analyst Corner only until 5 p.m. ET Wed., May 23, so ask your question now. Click here. http://www.multexinvestor.com/ACHome.asp?nd=0523 4. INDEPENDENT'S INVESTMENT REVIEW First-generation biotechs come of age -- The Motley Fool "Select" report features a group that still attracts attention despite high prices. In addition to the large-cap biotech feature, the authors examine one favorite to please biotech contrarians. They also highlight the leader of the pack of decimated telecom stocks, and a small-cap favorite (26-page report for purchase - $10). Click here. http://www.multexinvestor.com/download.asp?docid=20678241&nd=0523 5. PERSONAL FINANCE'S ASK THE EXPERT Alan and Stephen Cohn, certified financial planners and founders of Sage Online Being prepared for both the ups and downs of the market will not only be profitable but give you greater peace of mind. The Cohns are available to answer investors' queries until Sun., Jun 3. Ask the Expert, now. Click here. http://multexpf.com/asktheexpert.asp?target=/personalfinance/asktheexpert/home&nd=0523 ======================== Sponsored by ========================= Win $25,000 in the Multex Investor Challenge -- Round 2! Round 2 trading has begun! Don't delay! Register now to compete for $25k and other GREAT prizes. Test your investment strategies by managing a $100k risk-free virtual portfolio! http://www2.investmentchallenge.com/multex =============================================================== 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=0523 7. WHAT'S HOT? AT&T's (T) restructuring plan -- CIBC World Markets makes its recommendations on T's wireless-exchange offer. The firm provides shareholders with a restructuring time table, a valuation of T shares along with the firm's price target, and an explanation of how the AT&T Wireless (AWE) stock offer impacts holders of T (4-page report for purchase - $10). Click here. http://www.multexinvestor.com/download.asp?docid=20538997&nd=0523 8. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Wireless telephony from sea to shining sea -- Bear Stearns & Co. scrutinizes opportunities in the U.S. national wireless industry. Analysts say that wireless' fundamentals remain intact, despite concerns about subscriber growth and average revenue per use, and say there are "two major growth opportunities" not yet priced into the industry (182-page report for purchase - $300). Click here. http://www.multexinvestor.com/download.asp?docid=20608134&nd=0523 9. SPONSOR'S "STRONG BUY" SPOTLIGHT More than a third of the list -- Morgan Stanley continued its rallying on behalf of semiconductor stocks. While endorsing a number of wireless-service providers, biotechnology manufacturers, energy suppliers, real estate companies, and employee recruiters last week, semiconductor stocks again received the most "strong buy" endorsements from the firm. Click here. http://www.multexinvestor.com/magazine.asp?ref=msdw20010523.html&nd=0523 10. CHATTING UP WALL STREET'S GURUS Neil George, consulting adviser with Money Growth Institute In a SageOnline transcript from an AOL MarketTalk appearance, George opines regarding Vivendi Universal's (V) proposed acquisition of MP3.com (MPPP), Advanced Micro Devices (AMD), Intel (INTC), and energy and financial stocks. Click here. http://multexinvestor.sageonline.com/transcript.asp?id=15322&nd=0523 11. MESSAGE BOARDS Up from the ashes Bridgeway fund manager John Montgomery finds a gem amid the ruins of the Internet sector. Find out why he likes Register.com (RCOM). Click here. http://multexinvestor.sageonline.com/page.asp?id=2904&ps=1&s=3&nd=0523 =================================================================== 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