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Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: The Telecomm Analyst <1.11176403.-3@multexinvestornetwork.com< X-To: <alewis@ect.enron.com< X-cc: X-bcc: X-Folder: \Andrew_Lewis_Dec2000\Notes Folders\Notes inbox X-Origin: Lewis-A X-FileName: alewis.nsf TODAY: EXODUS takes on the Baby Bells, TRANSMETA challenges INTEL, an upgrade for AT&T WIRELESS and more. Read on. ================= Advertisement ================ Fundamentals Always Prevail: These 14 Stocks Will Prove It Since 1994, Alvin Toral averaged a whopping +79.3% yearly. His secret? "Fundamentals always prevail": booming revenues and earnings, reasonable P/Es, strong cash flow. He just said "buy" to 14 fundamentally-solid stocks. Get this FREE Report: http://www.investools.com/c/go/PFUN/MTEX3A-pfunTB7?s=S601 ------------------------------------------------ Dear Telecomm Analyst Readers: Click Here to go directly to the ONLINE VERSION (and see the cool graphics). If the links are not clickable (i.e. they are not underlined), then cut and paste them into your browser. http://www.thetelecommanalyst.com/default.asp OR Click Here to go directly to the PDF of Issue #37 and Print It Out NOW (It takes 1 to 2.5 minutes to download): http://www.thetelecommanalyst.com/pdfversions/001212ttanl.pdf Special features this week: Hot Lunch: Danny Kessels, Co-Founder and Chief Executive Officer, of Dottism, Talks About Centralizing All Your Communications Needs. http://www.thetelecommanalyst.com/individual/001212sections/hotlunch.asp In Executives Zero In: Chief Financial Officer of EXODUS COMMUNICATIONS Explains How Theyll Withstand The Competition Of The Baby Bells. http://www.thetelecommanalyst.com/individual/001212sections/zeroin.asp The Analyst's Spotlight: William Blair & Co. Analyst Discusses The Future Of Optical Networking And The JDS UNIPHASE/SDL Merger. http://www.thetelecommanalyst.com/individual/001212sections/spotlight.asp ================= Advertisement ================ We know you want the beat the stock market, and we can help you do it! Try Risk-FREE all your favorite Business & Technology magazines like Newsweek, Fortune, Time, Business Week and more! We have over 1,000 risk-FREE MAGAZINES to choose from, PLUS 100's of FREE GIFTS like a Sony Walkman from Time, a Sweatshirt from Sports Illustrated and more... P.S. Don't wait! Get your risk-FREE MAGAZINES NOW! http://www.enews.com/portal/1,1074,71052,00.html ------------------------------------------------ The Telecomm Analyst always welcomes your feedback, whether it's good, bad or raving! So keep e-mailing your feedback to The Telecomm Analyst at TTA@multex.com -- also check out Rants & Raves http://www.thetelecommanalyst.com/individual/001212sections/psych.asp where everyone has a voice. Scroll down and click links below to go right to a specific article: 1. Strong Buys: A Strange Merger, A Profitable Split, and An Analyst Conference. http://www.thetelecommanalyst.com/individual/001212sections/strongbuys.asp 2. The Sell Report: AVANTGO: A Fair Weather Strategy For Foul Weather Markets. http://www.thetelecommanalyst.com/individual/001212sections/sellreport.asp 3. Insider Trading Alert: COMMSCOPE: Two Savvy Insiders Buy Before The Stock Drops. http://www.thetelecommanalyst.com/individual/001212sections/tradealert.asp 4. Upgrades & Downgrades: A Present For A Next-Generation, Long-Haul Carrier. http://www.thetelecommanalyst.com/individual/001212sections/updowngrade.asp 5. Hot Lunch: Danny Kessels, Co-Founder and Chief Executive Officer, of Dottism, Talks About Centralizing All Your Communications Needs. http://www.thetelecommanalyst.com/individual/001212sections/hotlunch.asp 6. In Executives Zero In: Chief Financial Officer of EXODUS COMMUNICATIONS Explains How Theyll Withstand The Competition Of The Baby Bells. http://www.thetelecommanalyst.com/individual/001212sections/zeroin.asp 7. Telecom Insight: Worldwide SFF Voice Centric Device Forecast. http://www.thetelecommanalyst.com/individual/001212sections/insight.asp ================= Advertisement ================ Get Red Herring insight into hot IPOs, investing strategies, stocks to watch, future technologies, and more. FREE E-newsletters from Redherring.com provide more answers, analysis and opinion to help you make more strategic investing decisions. Subscribe today http://www.redherring.com/jump/om/i/multex/email2/subscribe/47.html ------------------------------------------------ 8. The Local Loop: FIRSTWORLD COMMUNICATIONS: Morphing From A CLEC To A Web Hosting Play. http://www.thetelecommanalyst.com/individual/001212sections/localloop.asp 9. Wireless Dispatch: CERTICOM: Exploiting A First-Mover Advantage In Wireless Security. http://www.thetelecommanalyst.com/individual/001212sections/wireless.asp 10. The Analyst's Spotlight: William Blair & Co. Analyst Discusses The Future Of Optical Networking And The JDS UNIPHASE/SDL Merger. http://www.thetelecommanalyst.com/individual/001212sections/spotlight.asp 11. Panning For Gold: QUALCOMM: How To Deal With Depressed Investments. http://www.thetelecommanalyst.com/individual/001212sections/pan4gold.asp 12. Top Company Picks: TRANSMETA: New Chips On The Block. http://www.thetelecommanalyst.com/individual/001212sections/companypicks.asp 13. The D.C. Buzz: FCC Frees Up Spectrum For Fixed Satellite And Wireless Services. http://www.thetelecommanalyst.com/individual/001212sections/dcbuzz.asp 14. Rants, Raves and Stress: Coping With Chronic Stress, Part I http://www.thetelecommanalyst.com/individual/001212sections/psych.asp Letters: a) Adding Perspective On TELMEX. b) Any News On METRICOM? c) A Grateful Reader. http://www.thetelecommanalyst.com/individual/001212sections/psych.asp#editor Put in your two cents worth on the Telecom issues that interest you on The Telecomm Analyst's new message boards. http://207.18.193.75/multex/telecommanalyst/TTAforum/default.asp Like a specific article? Now you can send it to a friend with just a click. Check out the send to a friend feature next to each article. E-mail your Feedback to TheTelecommAnalyst@Multex.com or TTA@Multex.com, and distribute this newsletter freely. Credit any excerpts to The Telecomm Analyst(SM) by Multex.com. For article reprints, e-mail Mitch Burkhardt at Burkham@multex.com. Best Regards, Eric Lopkin Publisher Multex.com 33 Maiden Lane NY, NY 10038 TheTelecommAnalyst@Multex.com To advertise in this e-mail, ASK FOR TTA at advertise@multex.com. To get to Multex Corporate & Institutional: www.Multex.com. To get to Multex Investor Network: www.MultexInvestor.com. If you do not wish to receive further issues of The Telecomm Analyst, please click on the REPLY button on your email software, and reply to THIS e-mail message with the word UNSUBSCRIBE in the subject line. If you would like to remove yourself from the mailing list for ALL MultexInvestor e-mails, including The Telecomm Analyst and the Multex Investor Daily Update, please respond to THIS message with the word No EMAIL in the subject line of your message. Alternately, you may go to the account update page on Multex Investor ( http://www.multexinvestor.com/edituinfo.asp ) to remove yourself from mailing lists and/or to update your account information. You will be prompted to log in or to activate your account (if you haven't already done so) before you can make changes to your information.
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