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Enron Mail |
In today's edition of the Daily Update, we look at the silver linings for telecom equipment stocks and even Enron. Indeed, where the latter is concerned, eMarketer senior analyst Steve Butler explains how Enron's online trading platform changed the energy trading landscape and created opportunities that would not have otherwise existed. Also, frequent contributor John Filar Atwood discusses three telecom equipment stocks with brighter outlooks than expected. You can link directly to our research page, which features synopses of broker and free reports, and you can also register for the free Morgan Stanley trial by clicking on the Morgan Stanley logo, here: http://www.multexinvestor.com/article.asp?docid=6420&;nd=0128 *************************************************************** 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://ibd.infostreet.com/cgi-bin/freeoffer.cgi?source=A362GGL ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS The EnronOnline diaspora Online energy trading has been orphaned, not aborted By Steve Butler, senior analyst, eMarketer Although the company is now defunct, and while its behavior has taken a serious financial toll on many individuals and companies, Enron's legacy also includes its role as an Internet trailblazer. Indeed, by its sheer size and ambition, the company was able to change the way that its competitors traded, permanently and significantly altering both the energy sector and the Internet. To get an idea of the magnitude of what we're dealing with, according to company data, Enron's (ENE) Internet-based trading exchange, EnronOnline, was processing about 4,000 transactions per day worldwide, with an average deal size of about $500,000, by September of 2001. At an annualized rate, the notional value of online transaction activity conducted through EnronOnline was approximately $510 billion-- a healthy increase from the $101 billion in transactions during 2000. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6425&;nd=0128 2. INVESTMENT IDEAS Analysts see brighter earnings picture for three equipment companies In an uncertain market, analysts seem sure about the earnings potential of these companies by John Filar Atwood, equity research columnist The reduction in capital spending by major carriers has weighed on telecom equipment stock performance in recent months, and threatens to do so throughout 2002. The consensus estimate now appears to be a 26 percent drop in carrier capital expenditures in 2002 resulting in a 23 percent decline in aggregate revenues for the equipment group. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6434&;nd=0128 ======================== Sponsored by ========================= Buyback Guru Sells 4 Stocks, Locks in +46.8% in 3 Months! David Fried knows a stock is undervalued when the company buys back its shares. Thats how he locked in a whopping +46.8% in three short months! "Buy these 6 tech buybacks today," Fried says. Get them with a FREE 30-day trial: http://www.investools.com/c/go/BACK/MTEX1B-backTY2 ============================================================== 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=0128 2. TODAY'S SPECIAL REPORT Prudential provides analysis and an earnings preview for 7 fun-time stocks under coverage. Prudential identifies its favorite 3 12-month ideas as well as its top turnaround candidate from AOL, DIS, Liberty (L), Pixar (PIXR), Six Flags (PKS), USA (USAI), and VIA. Individual commentaries on each stock. 53 figures. (88-page report for purchase - $150) http://www.multexinvestor.com/download.asp?docid=26049306&;nd=0128 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE CIBC World Markets discusses Microsoft's (MSFT) recent earnings and prospects. CIBC provides its investment conclusion on the stock, analysis of MSFT's income statement, balance sheet, comments on the outlook for the company, its valuation, and discusses changes to the firm's revenue/earnings model. (7-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=26037301&;nd=0128 4. THIRD-PARTY REVIEW Interfax updates investors on the latest Chinese technology developments. The report includes recent headline news, discussion of networks and equipment, Internet and wireless technologies, hardware, software, stock market developments and a profile of the Shandong Langchao Software Co. (36-page report for purchase - $50) http://www.multexinvestor.com/download.asp?docid=26088082&;nd=0128 5. WHAT'S HOT? RBC Capital Markets reports on possible bank unsecured credit exposure to Kmart's (KM) bankruptcy. In short order RBC identifies the banks and respective exposures to the situation. Fleet (FBF), Bank of New York (BK), Morgan (JPM), Wachovia (WB), Bank One (ONE), and Wells Fargo (WFC) are amongst 10 listed in the report. (2-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=26063022&;nd=0128 ======================== Sponsored by ========================= The Telecomm Analyst: Wall Street's daily and weekly industry outlook Multex's The Telecomm Analyst features daily telecommunications-industry specific research highlights, investment ideas, analyst opinions, portfolio strategies: http://www.multexinvestor.com/Analysts/HomeTTA.asp To be sure you receive your TTA newsletter every week, click here: http://www.multexinvestor.com/login.asp ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST Schaeffer's Research's Bernie Schaeffer discusses recent price action in major market averages. Calling latest trading activity "disturbing," Schaeffer explains why his chart analysis reveals bearish indications. What are some key levels that investors should watch in the Dow, Nasdaq, and S&P averages? You can ask him questions through tonight, Mon., Jan. 28, 5 PM ET. http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=0128 Twenty 100% profit winners in 2001. Try the nation's leading options newsletter for ONE MONTH FREE! No credit card required. BERNIE SCHAEFFER'S OPTION ADVISOR. Click here http://www.schaeffersresearch.com/redirect.asp?CODE=GB02A8&;PAGE=1 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=0128 Free and sponsored reports ----------------------------------------- 1, FREE RESEARCH REPORT Wachovia Securities provides its 2002 outlook on real estate investment trusts. The firm provides key points, general discussion, fundamental drivers, risk assignments, valuation drivers, plus 2 portfolio recommendations with 12 suggested stocks. 8 tables. This 14-page report, which usually sells for $50, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25975855&;nd=0128 2. DAILY FREE SPONSOR REPORT Morgan Stanley explains its "neutral-volatile" rating on Motorola (MOT). The firm says MOT "has the ability to become the "Intel" of telecom equipment," and lists key investment strengths and risks. Multex Investor members can register for the firm's free-research trial to access research on this and other stocks. http://www.multexinvestor.com/download.asp?docid=4345572&;sid=8&nd=0128 =================================================================== 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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