Enron Mail

From:1.11176403.-2@multexinvestornetwork.com
To:alewis@ect.enron.com
Subject:May 30, 2001 - Large-cap value, and air-defense industry
Cc:
Bcc:
Date:Tue, 29 May 2001 21:28:59 -0700 (PDT)

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
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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.

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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

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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

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