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In today's edition of the Daily Update, Ben Macklin, senior analyst at eMarketer, does the math for readers curious to know if Comcast (CMCSK ) paid a fair price for AT&T's (T) broadband business. Also today, equity research columnist Dave Sterman reads the mood on Wall Street and explains which telecom companies analysts believe have bottomed out, and which are even turning their fortunes around. We also feature the most popular reports downloaded by our readers during the past week, and feature a report from Morgan Stanley on Fiserv (FISV), which you can read free of charge by registering for the firm's free research trial, available exclusively to Multex Investor members like you. You can also see the most popular tickers and sectors searched by your peers by clicking here: http://www.multexinvestor.com/cs_hot.asp?target=/stocks/companyinformation/analystresearch/whatshot&nd=0201 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Get 10 FREE issues of Investor's Business Daily. More than just a newspaper, Investor's Business Daily is a unique research tool designed to identify winning stocks with insightful charts and ratings you can't find anywhere else.This offer carries no obligation and there's nothing to cancel. http://www.multexinvestor.com/jp.asp?id=nl_MIN020102_A1 ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS What is the value of the digital home? Comcast is paying approximately $5,830 for each AT&T Broadband household. Is this a fair price? By Ben Macklin, senior analyst, eMarketer Comcast (CMCSA) is in the process of acquiring AT&T's (T) broadband unit and its 12 million cable households for approximately $70 billion. Comcast's investment equates to approximately $5,830 per AT&T Broadband household. Is this a fair price? As has been widely reported, this deal will create the largest cable company in North America, with 22.3 million subscribers. The current value of the digital home is far less than what Comcast is currently paying, but the future digital home may hold great potential. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6635&;nd=0201 2. INVESTMENT IDEAS Exiting 2001 on a high note The telecom sector took it on the chin last year, but some companies gave brighter guidance for 2002. By Dave Sterman For the second straight year, the telecom sector took it on the chin. Many companies are now bagging a fraction of the revenues they garnered just a few years ago. But word has quietly spread that the industry may have bottomed and that 2002 may bring better returns. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6637&;nd=0201 ======================== Sponsored by ========================= Enjoy the worlds first fully flat bed in business class, and two FREE tickets. Simply enroll in Executive Club, fly Club World before April 15, 2002, and youll get two free economy tickets to anywhere British Airways flies. Fly Flat. Fly Free. http://www.multexinvestor.com/jp.asp?id=nl_MIN020102_A2 ============================================================== Broker and third-party reports ----------------------------------------- 1. INVESTORS' CHOICE: 3-DAY FAVORITE Bear Stearns publishes a 'top ten list' of Internet security predictions for 2002. After a page of general sector commentary, the firm discusses its list; #3 prediction calls for more sophisticated virus attacks, #6 prediction is that the biometric hype fizzles, #10 predicts security vendor stocks that will outperform. (4-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25966746&;nd=0201 2. TODAY'S SPECIAL REPORT Lehman Brothers comments on the 2002 growth potential for telecom equip. vendors in China. Lehman discusses how wireless and data-networking equipment vendors should fare in China this year and beyond. Corporate spending, CDMA, handsets, mobile licensing all discussed. Implications for CSCO, MOT, NOK, LU, NT, and more. (9-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=26050081&;nd=0201 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Legg Mason identifies its favorites for investors in the electric utility space. No stock or sector commentary, but the firm lists 4 high yield equity ideas, 3 income and growth ideas, and 7 preferred stock ideas. Also, 94 other top yielding preferreds and a complete coverage list with fundamental data. (7-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=26008756&;nd=0201 4. THIRD-PARTY REVIEW Market Edge provides access to its "Second Opinion" service. Market Edge's service allows investors to input a selected stock and instantly receive an investment opinion coupled with detailed technical analysis information including price, volume, and moving average data. (web-based analysis for purchase - $5) http://www.multexinvestor.com/download.asp?docid=21804293&;nd=0201 5. WHAT'S HOT? Morgan Keegan discusses 12 communications stocks in various industry segments. The firm offers opinions on Qwest (Q), Level 3 (LVLT), and Worldcom (WCOM) in long haul, Citizens (CZN), BellSouth (BLS), & Verizon (VZ) in local access, UNWR, LWIN, & PCS in wireless and Dycom (DY) and MTZ in periphery services. (5-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25992861&;nd=0201 ======================== Sponsored by ========================= It's here! The Multex Investor Toolbar Now you can get broker research, quotes, charts and company information from anywhere on the Web. http://www.multexinvestor.com/jp.asp?id=nl_MIN020102_A3 ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST Rabbitt Analytics's Paul Rabbitt discusses his continuing optimism on the economy and stock market. Explaining that an increase in investor pessimism is good for the market, Rabbitt elaborates on his bullish position. Why is he so sure things will get better and what stocks does he like? Feel free to pose him your questions through tonight Fri., Feb. 1, 5 PM ET. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=0201 Find the right stocks to own in this market. Get Rabbitt's Daily Rankings for Free. Click here http://www.multexinvestor.com/jp.asp?id=nl_MIN020102_A4 2. ASK THE EXPERT Ronald E. Newton with Insurance.com talks about how much auto insurance you really need. In reality, there is often a large gap between the insurance you're required to carry and what you should carry. Ask Ronald E. Newton of Insurance.com your questions. He will take investor questions until Thurs., Feb. 7. http://www.multexinvestor.com/AskTheExpertForm.asp?&;nd=0201 3. TRANSCRIPTS On Wednesday, Steve Lord, editor of The Adivsor's Digest, participated in a live Q&A session with investors on the site. Here is one of the many questions he answered. Question: In 1973-74, more than one-third of the value of the S&P 500 was erased and Warren Buffett said that it was the time to invest and get rich. Is it that time again? Steve Lord: Buffett has recently come out and said he expects a five to eight year dry spell following the party we've all just been through. So you can figure we've got at best a three year dry spell left. Buffett also said that the length of the hangover is directly proportional to the length of the party. And personally, I remember from my college days that the length of the hangover can exceed the length of the party! There's nothing I've seen that indicates that Buffett is remotely bullish on anything concerning the broader market. Click here for Lord's complete transcript http://www.multexinvestor.com/LiveEvents/Article.asp?target=/liveevents/article/home&;ForumID=42&DocID=6620&nd=0201 Click here for access to Multex Investor's FREE transcript database http://www.multexinvestor.com/LiveEvents/Search.asp?target=/liveevents/search/query&;nd=0201 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Kintisheff Research speculates on Cisco's results prior to its earnings release. Kintisheff believes Cisco may have had a good quarter based on purchasing data from both component suppliers and equipment customers. Graphs, charts, and financials. This 9-page report, which usually sells for $25, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=26104706&;nd=0201 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $45 price target on "outperform"-rated Fiserv (FISV). The firm explains its valuation methodology and investment strengths and risks for this provider of high-tech and Internet services to the financial services industry. Register for the firm's free-research trial to access research on this and other stocks. http://www.multexinvestor.com/download.asp?docid=4422604&;sid=8&nd=0201 =================================================================== 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. 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.thetelecommanalyst.com/ or http://www.theinternetanalyst.com/
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