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In today's edition of the Daily Update, equity research columnist John Filar Atwood discusses the new opportunities for wireless stocks in the brave new "defensive" world headed up by Tom Ridge, secretary for homeland defense. Also today, eMarketer senior analyst Ben Macklin explains which telecom sector offers the most hope for growth. If you're interested in broadband technology, you might want to read what Morgan Stanley has to say about Polycom (PLCM); sign up for the firm's free research trial available only to Multex Investor members like you. You can link directly to our research page, which features synopses of broker and free reports, and a link to the Morgan Stanley free research trial, by clicking here: http://www.multexinvestor.com/article.asp?docid=6126&;nd=0121 *************************************************************** 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 - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS Homeland defense may be catalyst for troubled wireless companies Wireless stocks have tumbled in 2002, but $10 billion in national security spending offers some long-term hope by John Filar Atwood, equity research columnist The news just keeps getting worse for wireless stocks. They have fallen for three straight weeks amid reports from Verizon (VZ) and others that subscriber growth is much slower than expected due to the struggling economy. The downward spiral continued after a few analysts recently downgraded the entire sector. Without any positive developments to cling to, investor pessimism appears to be feeding on itself. So far in 2002, the Philadelphia Stock Exchange's wireless telecom index is off by 7.7 percent. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6136&;nd=0121 2. INVESTMENT IDEAS Demanding times While capital expenditures have ground to a halt, one sector offers hope By Ben Macklin, senior analyst, eMarketer Has the telecom sector "bottomed out?" This is a question many investors and those associated with the industry would like answered. Certainly the US telecom sector has experienced a significant downturn over the last 18 months, with tens of thousands of job cuts and capital spending slashed. According to Lehman Brothers, 2002 will see a 20 percent reduction in capital expenditure (capex) across the sector. Internationally, Merrill Lynch estimates that capex will also decline in the Asia/Pacific, Europe and, most especially, the Latin American telecom sectors in 2002. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6125&;nd=0121 ======================== 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/MTEX1B-brbnTD3?s=S601 ============================================================== Broker and third-party reports ----------------------------------------- 1. 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=0121 2. TODAY'S SPECIAL REPORT Lehman Brothers presents its case for investing in the biotech sector. In the report, a sector overview, discussion of drug launches, potential drug approvals, investment recommendations, risks, potential acquisition targets, PEG valuation analysis, top picks (3 large cap, 4 mid-/small- cap), 12 figures. (21-page report for purchase - $75) http://www.multexinvestor.com/download.asp?docid=25976283&;nd=0121 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Prudential explains why it expects hotel-oriented REITs to outperform in 2002. Pru discusses how substantial it sees the recovery as being. It details recent RevPAR trends, provides expectations through 2003, and identifies three of its buy-rated stocks, one of them being MeriStar Hospitality (MHX). (12-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25978439&;nd=0121 4. THIRD-PARTY REVIEW Independent research firm The Motley Fool publishes its monthly report. In its January issue, TMF reviews the surprising rebound in online retailers, including discussion of AMZN and EBAY, profiles IMS Health (RX), looks at the satellite radio space, and discusses its Foolish 8, with a focus on Neogen (NEOG). (22-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=26025863&;nd=0121 5. WHAT'S HOT? Bear Stearns publishes a 'top ten list' of Internet security predictions for 2002. After a page of general sector commentary, the firm discusses its list; #3 prediction calls for more sophisticated virus attacks, #6 prediction is that the biometric hype fizzles, #10 predicts security vendor stocks that will outperform. (4-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25966746&;nd=0121 ======================== 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 PowerOptionsPlus.com's Victor Schiller discusses how to insure your equity investments. Schiller explains how option collars provide downside protection on stock purchases. Most individuals wouldn't drive without auto insurance--can you afford to invest without stock insurance? Ask him questions on this subject through tonight, Mon., Jan. 21, 5 PM ET. http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=0121 Try our PowerOptionsPlus FREE Trial NOW! The Best Way To Find, Compare, Analyze, and Make Money On Option Investments...And it's Guaranteed. Click here http://www.poweropt.com/mtx1 2. ASK THE EXPERT Multex.com's Alan Cohn explains some of the ways Americans will benefit from new tax laws. Citing aspects of new tax rules relating to individuals over 50, education, and estate taxes, Cohn shows how a wide range of citizens will benefit. How do the new laws affect you? He can take your questions until Thurs., Jan. 24. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&;nd=0121 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Jefferies and Co. reports on the outlook for the oil drilling industry. While maintaining a favorable long-term opinion on the group, the firm does see a level of short-term uncertainty. It identifies a recovery timeframe and 3 focus stocks. This 12-page report, which usually sells for $25, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25968489&;nd=0121 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $43 price target for broadband product maker Polycom (PLCM). The firm believes that PLCM will outperform its competitors and outlines its valuation methodology and key investment positives and risks associates with this stock. Register for the firm's free-research trial to access research on this and other stocks. http://www.multexinvestor.com/download.asp?docid=25095516&;sid=8&nd=0121 =================================================================== 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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