Message-ID: <12234119.1075845369500.JavaMail.evans@thyme> Date: Tue, 29 May 2001 21:06:22 -0700 (PDT) From: 1.10043390.-2@multexinvestornetwork.com To: jwillia@enron.com Subject: May 30, 2001 - Large-cap value, and air-defense industry 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 analyst commentary on semiconductor capital equipment makers, Intel (INTC) vs. AMD (AMD), Nextel's (NXTL) profitability initiatives, and more. For free research, editor's picks, and more come to the Daily Investor: http://www.multexinvestor.com/magazinecover.asp?nd=0530#investor *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Turn rising energy prices into 100% gains in six months! ChangeWave investors are getting "1999 tech-like" returns from 5 little known energy stocks. Now's your turn to join the party. Discover more in the FREE special report: "Pro-fiting from the Exploding Energy ChangeWave." Access your FREE copy online at: http://www.changewave.com/b/5/mltx4/ =============================================================== Featured in today's edition of the Daily Update: 1. TODAY'S SPECIAL REPORT: C.E. Unterberg Towbin initiates coverage on five semiconductor capital equipment makers that are addressing automation. 2. FREE RESEARCH REPORT: WR Hambrecht + Co. publishes key data points from visit with Nextel (NXTL) management. 3. ASK THE ANALYST: Prudent Bear Fund's David Tice believes the long bear market for gold has ended. 4. INDEPENDENT'S INVESTMENT REVIEW: The Wall Street Transcript talks large-cap value with money manager Roger Palley of Wells Fargo & Co. 5. PERSONAL FINANCE'S ASK THE EXPERT: Alan and Stephen Cohn, certified financial planners and founders of Sage Online 6. HOT REPORT: Robertson Stephens reports on channel checks with motherboard and PC component makers in Asia. 7. INVESTORS' CHOICE: 3-DAY FAVORITE: Research Capital examines the key drivers that will impact future growth. 8. EDITOR'S PICK: Deutsche Banc Alex. Brown asks "Missile defense: What's all the fuss about?" 9. SPONSOR'S "STRONG BUY" SPOTLIGHT: Citing ambitious expansion plans and ongoing productivity gains, Morgan Stanley reiterated "strong buys" on six major retailers last week. 10. MESSAGE BOARDS: Looking for intelligent conversation? Stocks, funds, finance and hot topics are among the Sage possibilities. ======================== Sponsored by ========================= Visit Forbes columnist, Ken Fisher's FREE online seminar on Money Management NOW!! Plus get his Quarterly Stock Market Report and video on Money Management--ABSOLUTELY FREE! You can have your money managed by one of America's leading Money Managers. Learn more NOW!! http://offer.worldatamail.com/cgi-bin/mail.dll?E998 =============================================================== 1. TODAY'S SPECIAL REPORT Semiconductor capital equipment productivity -- C.E. Unterberg Towbin initiates coverage on five companies that are addressing production automation. The firm spotlights Asyst Technologies (ASYT), Brooks Automation (BRKS), PRI Automation (PRIA), August Technology (AUGT), Entegris (ENTG), CoorsTek (CRTK), and Micro Component (MCTI). Three are "strong buys" (12-page report for purchase - $25). Click here. http://www.multexinvestor.com/download.asp?docid=20599440&nd=0530 2. FREE RESEARCH REPORT Nextel's (NXTL) profitability initiatives -- WR Hambrecht + Co. publishes key data points from visit with management. In its reaction to management comments, the firm writes "we believe NXTL's business customer base should be an easy target for the company's Nextel Online wireless Internet service." This report is free for a limited time. Click here. http://www.multexinvestor.com/magazinecover.asp?nd=0530#investor 3. TODAY IN THE ANALYST CORNER Don't forget gold when considering asset allocation -- Prudent Bear Fund's David Tice explains. Tice believes the long bear market for gold has ended. Why should you consider adding gold to your portfolio now? He will be in the Analyst Corner only until 5 p.m. ET, Thurs., May 31, so be sure to ask your question now. Ask the analyst. Click here. http://www.multexinvestor.com/ACHome.asp?nd=0530 Click here http://216.46.231.209/ss?click&prudentbear&3b13abc2 for a special Prudent Bear report, available FREE, only to Multex Investor users. 4. INDEPENDENT'S INVESTMENT REVIEW Money manager interview -- The Wall Street Transcript talks large-cap value with Roger Palley of Wells Fargo & Co. The portfolio manager invests in big companies that have lower price-to-earnings ratios than the average stock, strong balance sheets, and free-cash flow. In this document Palley outlines some of his favorites (9-page report for purchase - $50). Click here. http://www.multexinvestor.com/download.asp?docid=20712925&nd=0530 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=0530 ======================== Sponsored by ========================= Buy stocks for just $3! Here's a great way to invest for the long-term. ShareBuilder lets you make dollar-based investments in the stocks and index shares you choose. Transactions cost just $3 ($2 for a child's account!) and there are no account or investment minimums. http://service.bfast.com/bfast/click?bfmid=29150849&siteid=38314164&bfpage=home =============================================================== 6. WHAT'S HOT? Intel (INTC) vs. AMD (AMD) -- Robertson Stephens reports on channel checks with motherboard and PC component makers in Asia. Despite the seasonally slow demand anticipated for the two rivals' products during the summer, the firm finds that one of them is better positioned to execute when demand picks up again in time for back-to-school (4-page report for purchase - $10). Click here. http://www.multexinvestor.com/download.asp?docid=20641028&nd=0530 7. INVESTORS' CHOICE: 3-DAY FAVORITE Canada's mobile-wireless Internet industry -- Research Capital examines the key drivers that will impact future growth. In this synopsis of its 350-page document, the firm lists price targets and recommendations for four Canadian stocks, only two of which are rated "buys" (1-page report for purchase - $10). Click here. http://www.multexinvestor.com/download.asp?docid=20630300&nd=0530 8. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Aerospace and defense pulse -- Deutsche Banc Alex. Brown asks "Missile defense: What's all the fuss about?" The analysts examine overall strategic considerations of Bush's robust missile defense deployment and what it generally means to certain defense-project contractors. Seven public companies mentioned (26-page report for purchase - $75). Click here. http://www.multexinvestor.com/download.asp?docid=20601429&nd=0530 9. SPONSOR'S "STRONG BUY" SPOTLIGHT Invest where you shop -- Morgan Stanley offers a bullish outlook for the nation's premier retailers. While continuing to endorse select companies in the energy, financial, healthcare, and technology sectors, the firm last week reiterated a number of "strong buy" on a number of the country's prominent chain-store operators. Find out why. Click here. http://www.multexinvestor.com/magazine.asp?ref=msdw20010530.html&nd=0530 10. MESSAGE BOARDS Catch the buzz on the boards at Sage Online If you're looking for lively, intelligent conversation, look no further. Stocks and funds A to Z, finance and hot topics are only a few of the Sage possibilities. Click here. http://multexinvestor.sageonline.com/page.asp?id=2904&ps=1&s=3&nd=0530 =================================================================== 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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