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In today's edition of the Daily Update, contributing editor Shannon Swingle reports on new developments in the Internet security sector, which has taken on greater and greater urgency. ======================== Sponsored by ========================= RETIRE OVERSEAS Live like Royalty on $14 a day. Own an exotic beachfront getaway for $35,000. Enjoy fine dining for $7 a person. Employ a maid or gardener for $2 a day. Free report: http://www.agora-inc.com/reports/il/wilvc142 ============================================================== Also, frequent contributor Dave Sterman looks at the plans big wireless service providers have for their smaller brethren. In a word: dinner. The investment implications are interesting to ponder. Members can also read why Morgan Stanley is encouraged by the outlook for Compaq (CPQ) by registering for the firm's free research trial. Today, as every Friday, we also feature the most popular reports downloaded by our readers during the past week. 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=0111 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS Looking for security The IT security market still looks good, but an attractive market brings on more competition. By Shannon Swingle, contributing editor Though many companies in the technology sector are confronted with crises in valuations and expectations, those focused on IT security have great promise for growth. The volume of Internet transactions continues to rise, making it essential for companies to maintain a secure space in which this business can be conducted. The fallout from recent high- profile computer viruses has hammered this point home. Now recent reports are projecting a sizeable increase in the demand for IT security solutions. From its recent survey on IT security, J.P. Morgan found that companies expect to spend 10.3 percent of their IT budgets on security next year, compared with 7.4 percent for this year. With IT budgets expected to expand by 2.7 percent, the firm figures that IT security spending will grow 43 percent. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5855&;nd=0111 ======================== 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://ibd.infostreet.com/cgi-bin/freeoffer.cgi?source=A362GGL ============================================================== 2. INVESTMENT IDEAS Big fish, little fish As growth in wireless slows, investment bankers may get busy By Dave Sterman, equity research columnist News that a few small wireless carriers just reported weak Q4 subscriber results may seem insignificant. But it should be viewed as a defining moment for the next phase of the wireless industry: consolidation. As growth slows, the larger carriers appear set to gobble up the smaller carriers in a bid to maintain growth. The industry's structure holds the key. Big carriers such as Sprint PCS (PCS), Nextel Communications (NXTL) and AT&T Wireless (AWE) have entered into agreements with 'affiliates.' These affiliates are run by entrepreneurs that got the green light to raise capital and launch service in areas not served by their bigger counterparts. For example, Alamosa Holdings (APS), Ubiquitel (UPCS), and Airgate PCS (PCSA) all operate in conjunction with national player Sprint PCS. They benefit from a national marketing plan, and get paid by the minute when callers roam into their territorial networks. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5861&;nd=0111 Broker and third-party reports ----------------------------------------- 1. INVESTORS' CHOICE: 3-DAY FAVORITE The 451 discusses Cisco's (CSCO) new focus on the mobile wireless market. This report examines IP infrastructure spending, the next-gen Internet and network architecture layers, Cisco's strategic alliances and mobile business customer targets, and advanced e- services and content applications. (2-page report for purchase - $5) http://www.multexinvestor.com/download.asp?docid=5676705&;nd=0111 2. TODAY'S SPECIAL REPORT Robert Baird & Co. reviews 2001 and previews 2002 for major wireless service companies. The firm identifies the winners and losers from 2001 and recommends large- and small-cap players for investment in 2002. It looks at some of the major industry developments from last year and discusses 2002 industry catalysts. (7-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25912036&;nd=0111 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Brown Brothers Harriman discusses numerous factors that affect January stock performance. BBH identifies several reasons to expect a strong January in the market. The forecasting effect, small-cap effect, and tax-selling rebound effect are explained. The analysts also touch on positive economic developments. (7-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25836499&;nd=0111 4. THIRD-PARTY REVIEW Kintisheff Research reports on the outlook for volatile fiber optics concern JDS Uniphase (JDSU). In the report, Kintisheff discusses the sector supply chain situation, the IBM deal, and gives short- and long-term investment opinions on JDSU. In total 5 pages of company commentary and 5 pages of detailed financials. (10-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25932378&;nd=0111 5. WHAT'S HOT? Crowell, Weedon, & Co. publishes its January recommendation list. In the report, the firm offers a page of general market commentary and then lists its recommendations which include 8 income stocks, 16 established growth companies, 2 aggressive growth names, and 2 special situation stocks. (3-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25916323&;nd=0111 ======================== 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.athoc.com/wis/activate/activate.asp?pid=10279&;mktmsg=JA1 ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST Market Edge's Tom Ventresca explains why bad news can sometimes be good news for the market. Ventresca explains that investor sentiment tends to be an inverse indicator for stocks. He identifies some of his favorite market indicators and discusses his firm's sentiment index. Pose him your questions through today Fri., Jan. 11, 5 PM ET. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=0111 Register to receive a FREE weekly market commentary and FREE trial! Get unbiased, computer generated BUY-HOLD-SELL opinions on 4,700 stocks and more. No credit card needed. Click Here http://www.marketedge.com/multex.asp?Location=3 2. ASK THE EXPERT Insurance.com's Ronald E. Newton is with us for one more day, discussing life insurance coverage issues brought up by divorce. Newton explains the importance of reviewing insurance coverage in the midst of divorce to protect loved ones should catastrophic events occur. Do you have all the coverage you need? Newton's He can take your questions through tonight Thurs., Jan. 10, 5 PM ET. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&;nd=0111 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT CIBC World Markets provides its forward-looking view on communications companies. CIBC explains its sector optimism and why it sees fundamentals improving. It explains the rationale for its top picks in 2002, one of which is 'strong-buy' rated AT&T (T). This 12-page report, which usually sells for $25, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25921298&;nd=0111 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $15 price target on "outperform"-rated Compaq (CPQ). The firm believes that, after years of being like the boy who cried wolf, management finally has measurable gains in restructuring, and outlines key investment positives and risks in this report, which you can read by registering for the firm's free-research trial. http://www.multexinvestor.com/download.asp?docid=25444116&;sid=8&nd=0111 =================================================================== 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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