Enron Mail

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To:jwillia@enron.com
Subject:May 16, 2001 - Supply chain management, IT spending and online
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Date:Tue, 15 May 2001 21:06:57 -0700 (PDT)

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From today's edition of the Daily Update, you can download the
latest research and analyst commentary on ScanSource (SCSC),
Symbol (SBL), Zebra (ZBRA), the GDP report's impact on IT,
communications services' shake-out, an evaluation of online
brokers by The Motley Fool, and much more.

For free research, editor's picks, and more come to the Daily Investor:
http://www.multexinvestor.com/magazinecover.asp?nd=0516#investor
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Featured in today's edition of the Daily Update:

1. TODAY'S SPECIAL REPORT: Robert W. Baird & Co. sees signs of
improvement in several end markets for supply-chain technology.

2. FREE RESEARCH REPORT: Prudential Securities studies recent financials
for sectors encompassing the S&P 500 index.

3. INDEPENDENT'S INVESTMENT REVIEW: Motley Fool looks at the investment
potential in online brokerages.

4. PERSONAL FINANCE'S ASK THE EXPERT: Doug Erbert, personalized rollover
service manager for American Century Investments

5. HOT REPORT: Lehman Bros. analysts see justification for their new
portfolio strategy in studying the new business cycles.

6. INVESTORS' CHOICE: 3-DAY FAVORITE: Friedman, Billings, Ramsey & Co.
offers a long-term perspective on "far-sighted" large-cap IT companies.

7. EDITOR'S PICK: CIBC World Markets uncovers the most surprising trends
from the most recent quarter for communications-services stocks.

8. SPONSOR'S "STRONG BUY" SPOTLIGHT: Spotting signs of a recovery, Morgan
Stanley upgraded a number of semiconductor stocks to "strong buys" last week.

9. THE ANALYST TALKS BACK: TheProTrader.com's David Moore explains how to
optimize trading returns.

10. CHATTING UP WALL STREET GURUS: Frederick Moran, head of Internet stock
research, Jefferies & Co.

11. MESSAGE BOARDS: Jill Maggiore, manager of Wells S&P REIT Index Fund
(WSPAX), says Equity Office Properties Trust (EOP) is her top pick.

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1. TODAY'S SPECIAL REPORT
Supply-chain technology outlook -- Robert W. Baird & Co. sees signs of
improvement in several end markets.

The firm provides a synopsis of the financials of the following
supply-chain stocks' customers: ScanSource (SCSC), Symbol (SBL), Zebra
(ZBRA), CTS (CTS), Avocent (AVCT), Optimal Robotics (OPMR), and Brady
(BRC) (14-page report for purchase - $50).
Click here.
http://www.multexinvestor.com/download.asp?docid=20552730&;nd=0516


2. FREE RESEARCH REPORT
The valuation and earnings trends report -- Prudential Securities studies
recent financials for sectors encompassing the S&P 500 index.

The firm examines consensus 2002 forecasts for traditional techs based on
recent earnings, looks at expectations for the S&P 500 in 2001, and
reports on the increase of P/E ratios for high-valuation stocks. This
report is free for a limited time.
Click here.
http://www.multexinvestor.com/magazinecover.asp?nd=0516#investor


3. INDEPENDENT'S INVESTMENT REVIEW
Should you invest where you invest? -- The Motley Fool looks
at the online brokerage sector.

The firm examines the online broker sector including Ameritrade (AMTD),
E*Trade (ET), Schwab (SCH), and TD Waterhouse(TWE) and discusses which are
positioned to continue to profit from the online trading rage. (24-page
report for purchase - $10).
Click here.
http://www.multexinvestor.com/download.asp?docid=20592094&;nd=0516


4. PERSONAL FINANCE'S ASK THE EXPERT
Doug Erbert, personalized rollover service manager for American Century
Investments

If you've contributed to a retirement plan at work and are getting ready
to change jobs or retire, you'll have choices about what to do with your
money. Erbert, who helps individuals with IRAs, is available to answer
investors' queries until Sun., May. 21. Ask the Expert, now.
Click here.
http://multexpf.com/asktheexpert.asp?target=/personalfinance/asktheexpert/home&;nd=0516


5. WHAT'S HOT?
The new paradigm is alive and well -- Lehman Bros. analysts believe that
key variables in the business cycle remain intact; 35 stocks evaluated.

After studying the first-quarter GDP report, the firm reasserts its
investment conclusion, which considers monetary-policy easing, information
technology's (IT) role in a recovery, and productivity growth (8-page
report for purchase - $25).
Click here.
http://www.multexinvestor.com/download.asp?docid=20504595&;nd=0516

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6. INVESTORS' CHOICE: 3-DAY FAVORITE
What's ahead for technology in 2003 to 2004 -- Friedman, Billings, Ramsey
& Co. offers a long-term perspective on "far-sighted" IT companies.

The firm presents a large-cap valuation analysis on IBM (IBM), Cisco
(CSCO), Dell (DELL), EMC (EMC), Hewlett-Packard (HWP), Intel (INTC),
Microsoft (MSFT), Oracle (ORCL), WorldCom (WCOM), and five others (4-page
report for purchase - $10).
Click here.
http://www.multexinvestor.com/download.asp?docid=20541266&;nd=0516


7. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE
Communications services' shake-out update -- CIBC World Markets uncovers
the most surprising trends from the recent quarter and focuses on 17
stocks.

The firm reveals which companies are likely to lower second-half guidance,
have the best fundamentals, face the greatest risk, and which independents
reported that their business plans are in flux (43-page report for
purchase - $100).
Click here.
http://www.multexinvestor.com/download.asp?docid=20546586&;nd=0516


8. SPONSOR'S "STRONG BUY" SPOTLIGHT
Morgan Stanley revisits a rallying cry for semiconductor stocks -- Spotting
signs of a recovery, Morgan Stanley upgraded a number of semiconductor
stocks to "strong buys" last week.

While keeping a bullish stance on energy and real estate, Morgan Stanley
last week upgraded a number of semiconductor stocks to "strong buys" as
signs of a recovery appear.
Click here.
http://www.multexinvestor.com/magazine.asp?ref=msdw20010516.html&;nd=0516


9. THE ANALYST TALKS BACK
Learning to Successfully Trade the Market -- TheProTrader.com's David
Moore responds to investors' questions.

In his answers to investors' inquiries, Moore details why successful
traders must focus on price, and not time. He discusses how to accurately
read market sentiment, offers tips to new traders, and chimes in with some
current market commentary.
Click here.
http://www.multexinvestor.com/ACQA.asp?date=20010511&;nd=0516


10. CHATTING UP WALL STREET'S GURUS
Frederick Moran, head of Internet stock research, Jefferies & Co.

In an AOL MarketTalk appearance, Moran offers an in-depth look at the
short- and long-term prospects for AOL Time Warner (AOL). He also
discusses cable operator Comcast (CMCSK) and two other buy-rated Internet
stocks. Read Sage Online's transcript.
Click here.
http://multexinvestor.sageonline.com/transcript.asp?id=15164&;nd=0516


11. MESSAGE BOARDS
The REIT stuff

Jill Maggiore, manager of Wells S&P REIT Index Fund (WSPAX), says Equity
Office Properties Trust (EOP) is her top pick.
Click here.
http://multexinvestor.sageonline.com/page.asp?id=2904&;ps=1&s=3&nd=0516

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Be sure to check out our other newsletters, The Internet Analyst
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