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TODAY: Frequent contributor Dave Sterman discusses the
recent run-up in some B2B stocks, and shakes his head in wonder. Also, Charles Payne of independent analysis firm Wall Street Strategies discusses his outlook for the year. Multex Investor members can also purchase a recent report from Wall Street Strategies featured below. Contributing editor Shannon Swingle writes about the increasing popularity of security software and how that is affecting the market and the Street. Also, we feature a report on Vignette (VIGN) from Morgan Stanley, available for free exclusively to Multex Investor members. All that's required is a simple registration, so sign up now. ======================== Sponsored by ========================= Sector Stock of the Week From $2/share in 1999 to over $30/share today, our featured stock is bound to impress any investor with a pulse! Revenue and earnings are strong and this stock appears immune to fierce competition and a weak economic environment. Be one of the first to get this FREE report! http://www.icabot.com/internetanalyst ============================================================== Below --------- Investment ideas Broker reports Top 10 Free and sponsored reports ============================================================== Investment ideas ----------------------------------------- 1. B2B insights: B is for "bubble" Supply chain software stocks surge--but why? By Dave Sterman, equity research columnist It's dj vu all over again, as stocks of supply chain software vendors i2 Technologies (ITWO), Manugistics (MANU), and SAP (SAP), among others, have climbed sharply in recent months. These stocks were among the highest flyers at the height of the Internet bubble, and it's fair to wonder if investors are slipping back into that old bugaboo, irrational exuberance. The surge in prices is based on a fairly dubious investment thesis: sales are no longer falling and the worst may be over. But sales are not yet rising either. And analysts are compelled to look several years out to justify current stock prices. Make no mistake--supply chain software is an essential part of corporate IT strategy. Companies are looking to port much of their operations onto the Internet so that they can communicate and transact with vendors in an automated fashion. Supply chain software links clients and vendors onto a single platform so they can peek into production schedules and adjust inventories accordingly. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=5994&;nd=0117 2. The real deal: The long and the short Economic factors that will impact the market and investors--and vice versa By Charles Payne, principal analyst, Wall Street Strategies Last year capped the worst two-year stock tumble since 1973- 1974, and effectively eliminated all the hype and hope that mobilized individual investors during the late 1990s. (Although it is unlikely that the individuals who remain in the market continue to expect the returns of yesteryear, investors probably still expect too much from the broad market.) Today, investors are understandably concerned about the market, and are leery of chasing stocks. However, there will be a time during the year when you've just missed the boat (as most missed it last year). And I'm just as sure that something will test the resolve of the market--an event or series of events that will send stocks tumbling. However, I think it is a big mistake for investors to wait for it, or to wait for some type of testing of the bottom. By the same token, however, I think it is still important to take profits and maybe be a little more flexible with stops. I suspect that after two years of depression, this market will still suffer from bouts of mental instability. Let those bi-polar moments work for you. There are tons of funds on the sidelines waiting to chase this market. Keep a steady head, don't panic, and stop worrying about the worse case scenarios. Fundamental change cannot happen until we see a change of mind among investors. Below are my thoughts on leading economic indicators, market trends, my picks of the year , and some sector ideas. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=5906&;nd=0117 4. New coverage: Looking for security The IT security market still looks good, but an attractive market brings on more competition. By Shannon Swingle, contributing editor Though many companies in the technology sector are confronted with crises in valuations and expectations, those focused on IT security have great promise for growth. The volume of Internet transactions continues to rise, making it essential for companies to maintain a secure space in which this business can be conducted. The fallout from recent high-profile computer viruses has hammered this point home. Now recent reports are projecting a sizeable increase in the demand for IT security solutions. From its recent survey on IT security, J.P. Morgan found that companies expect to spend 10.3 percent of their IT budgets on security next year, compared with 7.4 percent for this year. With IT budgets expected to expand by 2.7 percent, the firm figures that IT security spending will grow 43 percent. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=5855&;nd=0117 5. B2B insights: Europe: E-business leader? How do results from SAP (SAP) reflect world markets for e-business applications? By Steve Butler, senior analyst, eMarketer Leading enterprise and e-business software maker SAP (SAP) surprised many technology industry observers last week with its preliminary announcement of strong fourth quarter software license sales. Revenues for the quarter were expected to exceed 1 billion euro, contributing to SAP's annual revenue growth of 16 percent for 2001. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=5983&;nd=0117 ======================== Sponsored by ========================= Rip-Roaring Returns from the Post-September 2001 Rebound! Few profited as handsomely as Steve Harmon in today's market turnaround. For instance, his portfolio of travel security stocks is up an incredible +88% since 9/01. And the best is yet to come! Get a jump on 2002 with a FREE 30-day trial: http://www.investools.com/c/go/BRBN/MTEX2B-brbnTD2?s=S601 ============================================================== Broker reports ----------------------------------------- 1. SPECIAL REPORT: Mobile Internet earnings preview CIBC provides fundamental analysis and earnings coverage for the broader space and individual companies including 724 Solutions (SVNX), Aether (AETH), AvantGo (AVGO), OpenWave (OPWV), Glenayre (GEMS), and Handspring (HAND). (17-page report for purchase - $50) http://www.theinternetanalyst.com/download.asp?docid=25939324&;nd=0117 2. WHAT'S HOT?: Weak sisters, Intel, and more Payne discusses recent market action, including market reaction to Intel's (INTC) results and associated chip stocks. Also, he touches on the CPI report, PC-investment strategy, and offers a stock trade idea in optical systems. (2-page report for purchase - $8) http://www.theinternetanalyst.com/download.asp?docid=26015340&;nd=0117 ======================== Sponsored by ========================= It's here! The Multex Investor Toolbar Now you can get broker research, quotes, charts and company information from anywhere on the Web. http://www.athoc.com/wis/activate/activate.asp?pid=10279&;mktmsg=JA1 ============================================================== Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT: Storage closet The firm provides a broad industry overview and discusses what it will take to increase market share in the year ahead. Also, updates on a number of companies in the sector. This 15-page report, which usually sells for $50, is free to members for the next 72 hours. http://www.theinternetanalyst.com/download.asp?docid=25909141&;nd=0117 2. FREE SPONSOR REPORT: Morgan Stanley is has a "neutral" rating on Vignette (VIGN) because of economic uncertainty. The firm lauds VIGN's technical leadership and competitive positioning, but also warns that a difficult environment is one of several investment risks. Multex Investor members can register for the firm's free research trial to access this and other reports for free. http://www.theinternetanalyst.com/download.asp?docid=4487307&;sid=8&nd=0117 Top 10 ----------------------------------------- Top 10: Most recommended stocks This week, Cisco Systems (CSCO) creeps back into the Top 10 list, but USA Networks (USAI) still tops the list Presenting the latest valuation and analyst recommendation data from Multex's proprietary stock- screening tool applied to the universe of The Internet Analyst stocks. See tables sorting the top 10 stocks according to the highest average recommendation. http://www.theinternetanalyst.com/article.asp?docid=1580&;nd=0117 ================================================================ Click here to register at Multex Investor: http://www.multexinvestor.com/registration/regWrapA1Basic.asp Click here for The Internet Analyst homepage: http://www.multexinvestor.com/Analysts/HomeTIA.asp 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 this mailing list, please REPLY to THIS email message with the word UNSUBSCRIBE in the subject line. 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