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In today's edition of the Daily Update, we offer a spate of ideas and some promises we hope are kept. Like many of us at this time of year, certain telcos are trying to shed excess pounds (of debt) to make themselves more attractive (to investors), and equity research columnist Dave Sterman does his best impression of a personal trainer keeping his eye on analyst sentiment. The new year also means new conditions for private B2B exchanges, and eMarketer senior analyst Steve Butler explains how the survivors are adapting. Finally, Morgan Stanley has a stock idea for investors with an appetite for wireless, but are leery of indigestion. Multex Investor members get a free insight into Alltel (AT) thanks to the free research trial available exclusively to them (that's you). You can also link directly to our research page, which features synopses of broker and free reports, by clicking here: http://www.multexinvestor.com/article.asp?docid=5719&;nd=0108 *************************************************************** 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 Portly telcos Telecom stocks trying to slalom through tough conditions while carrying a few extra pounds of debt By Dave Sterman, equity research columnist Telecom bankruptcies have been making headlines for most of the last year. Struggling upstarts that borrowed too much money had to fold up shop as the cash ran out and creditors came knocking. But debt problems of another sort are cropping up for much larger telecom firms. These companies are not candidates for bankruptcy, but staggering debt loads may hinder their operational flexibility and could even cause them to radically scale back their businesses. For equity investors, the situation certainly bears watching. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5628&;nd=0108 2. INVESTMENT IDEAS How the survivors have evolved From passive transaction-based units to active technology providers and, ultimately, proselytizers By Steve Butler, senior analyst, eMarketer At the beginning of 2001, eMarketer selected five so-called "independent exchanges" that we believed were worth watching during the course of the year. Chosen for the diversity of their vertical industry operations, these benchmark exchanges were noted as useful indicators of the success or failure of online exchange-based trade within various industries. Known as a pioneer within the energy industry and among business-to- business (B2B) exchanges in general, Altra Market Place was placed on the list because of its background as a facilitator of commodity-based trade. Citadon has long emphasized its Web-based, collaborative software for the engineering and building industry, while eMerge Interactive (EMRG) was initially known as a cattle broker with extensive online and offline trading operations. MetalSite was selected because of its presence within the highly- competitive online steel-trading industry, and SciQuest (SQST) was noted for its leadership as a provider of Internet-based catalog and trading technology for the life sciences industry. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5720&;nd=0108 WORD FROM OUR SPONSOR -------------------------- First Baby of the New Year Looks to be Science & Technology Funds As the new year began, technology funds seem to be off to a roaring start. Both the Dow Jones and Nasdaq indices saw gains powered primarily by technology stocks. http://www.multexinvestor.com/ExpertInsights/SponsorHome.asp?target=/funds/expertinsights/sponsor&;sid=127&nd=0108 ======================== Sponsored by ========================= Buy stocks for just $4! 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 $4, or buy all the stocks you want for only $12 per month and there are no account or investment minimums. http://service.bfast.com/bfast/click?bfmid=29150849&;siteid=38314164&bfpage=home ============================================================== 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=0108 2. TODAY'S SPECIAL REPORT Oscar Gruss & Son offers views on its universe of 26 Israeli tech stocks. The firm provides company snapshots, descriptions, recent notable events, and/or outlooks for stocks such as Check Point (CHKP), Comverse (CMVT), Mercury Interactive (MERQ), Terayon (TERN, Vyyo (VYYO), Amdocs (DOX), and more. (30-page report for purchase - $75) http://www.multexinvestor.com/download.asp?docid=25909975&;nd=0108 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Friedman, Billings, Ramsey offers a positive outlook on specialty pharmaceuticals. FBR looks at 2001 highlights, provides a 2002 outlook, and profiles 5 of its top picks and 4 it likes least. Two of its five favorites are Andrx (ADRX) and Barr (BRL), while 2 it doesn't like are Watson (WPI) and King (KG). (6-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25912221&;nd=0108 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=0108 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=0108 ======================== 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 The Technical Trader's Harry Boxer discusses the characteristics of his ideal technical chart. Identifying a stock he likes at the moment, Boxer explains why he favors its chart, the internal technicals, and low-priced stocks in general. Do all of your stocks possess ideal technicals? He can answer your questions until Wed., Jan. 9. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=0108 Sign up for a FREE TRIAL to Harry's "Real-Time Technical Trading Diary" and receive Harry's "Top 20 Technical Picks for 2002" report-- FREE. Click here https://www.thetechtrader.com/sec-bin/ttuser?ref=multex3 2. ASK THE EXPERT Insurance.com's Ronald E. Newton discusses 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? He can take your questions until Thurs., Jan. 10. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&;nd=0108 3. TONIGHT's Live Event Chat LIVE TONIGHT at 9pm ET and ask about the economy and your stocks. Tonight at 9pm ET, Jim Weiss, CIO - Equities State Street Research, will answer your questions about the current economy and your stocks. Don't miss this chance to learn more. Click here http://www.multexinvestor.com/LiveEvents/Article.asp?target=/liveevents/article/home&;ForumID=42&DocID=5640&nd=0108 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Barrington Research takes a look at the current state of the economy. Barrington looks at Q3 GDP, the Fed Beige Report, inventories, leading indicators, consumer spending, retail sales, consumer credit, employment trends, and more. This 13-page report, which usually sells for $50, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25899632&;nd=0108 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $75 price target for "outperform"-rated Alltel (AT). The firm argues that AT offers investors "wireless exposure with the positive net income, free cash flow, and balance sheet strength of a wireline operator." Register for the firm's free-research trial to access this and other commentary, available exclusively to Multex Investor members. http://www.multexinvestor.com/download.asp?docid=25931994&;sid=8&nd=0108 =================================================================== 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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