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In today's edition of the Daily Update, equity research columnist Dave Sterman explains how the vicissitudes affecting Cisco (CSCO) in turn effect the market and other network equipment manufacturers as well. Also, Ben Mattlin reports on three international telcos that are so bad, they may actually be good. Readers who are registered for the free research trial from Morgan Stanley can read what the firm thinks may be strong catalysts for Getty Images (GETY). If you aren't already registered, here's your excuse. It costs not a dime and only a few minutes to fill out the form. Finally, our staff at Multex Investor would like to wish all of you a very happy and healthy Holiday season. *************************************************************** 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 - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENTOR Stealthy superstars of telecom The three worst international telco equipment companies--or are they? By Ben Mattlin, equity research columnist Perhaps it's the Scrooge in me, but for this holiday column let's focus not on attractive or highly rated stocks--where, let's face it, opinions can vary--but on the stinkers, the lemons of international telecom equipment companies that you'd have to be crazy to bet your money on. Or would you? Click here to read more. http://www.multexinvestor.com/article.asp?docid=5407&;nd=1225 2. INVESTMENT IDEAS All eyes on Cisco (CSCO) A plethora of smaller companies are nipping at its heels, but all they may get is bone By Dave Sterman, equity research columnist What do Juniper Networks (JNPR), Foundry Networks (FDRY), Extreme Networks (EXTR) and Riverstone Networks (RSTN) have in common? They all sport a market capitalization in excess of $1 billion (despite the massive tech sell-off of the last 18 months), and they all toil in the looming shadow of Cisco Systems (CSCO). Although growth investors continually check the pulse of these other tech upstarts, they can't do research in a vacuum. As goes Cisco, so goes these networkers. To be sure, these companies can try and wrest a few points of market share from Cisco. But if the market for switches and routers doesn't rebound sharply, share gains will result in only a minor revenue uptick. And no one has greater visibility into the direction of the networking market than Cisco. So when Cisco CEO John Chambers speaks, the sector listens. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5288&;nd=1225 WORD FROM OUR SPONSOR -------------------------- New Enhancements to Education Savings Plans One of the biggest challenges investors face today is investing for a college education. Find out what's new with education savings plans. http://www.americancentury.com/mi/nsltr51.html ======================== 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 ============================================================== 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=1225 ======================== 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 Garzarelli Capital's Elaine Garzarelli explains her short-term view of the market. Citing growing bullish sentiment from the investment advisor community, Garzarelli explains the drop in her composite market readings. Should investors expect a short-term correction? You can pose her questions through tonight, Tues., Dec. 25, 5 PM ET. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=1225 2. ASK THE EXPERT American Century's James Bell discusses some mutual fund tax-planning strategies worth considering. Bell identifies several tax-related tips that mutual fund investors will want to give some thought to as the end of the year rapidly approaches. How can you minimize your tax obligations? Pose him your questions until Thurs., Dec. 27. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&;nd=1225 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Lehman Brothers reviews Q3 results and previews next year for emerging telecom companies. The firm discusses valuation, prospects and cash positions of these stocks in its coverage area: Allegiance (ALGX), Broadwing (BRW), Global Crossing (GX) and more. This 65-page report, which usually sells for $150, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25843415&;nd=1225 2. DAILY FREE SPONSOR REPORT Morgan Stanley says Getty Images (GETY) "should benefit from several key milestones in the upcoming year." The firm says this "pioneer of digitization technologies and e-commerce" is likely to "expand its market opportunity, accelerate growth, and improve profitability." Get the low-down on this and other stocks by registering for the firm's free-research trial. http://www.multexinvestor.com/download.asp?docid=4378684&;sid=8&nd=1225 =================================================================== 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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