|
|
Enron Mail |
TODAY: Ben Macklin, senior analyst with eMarketer, dissects the acquisition
price of AT&T's (T) broadband unit by Comcast (CMCSA). We also offer a pair of perspectives on e-commerce, which seems to be making a comeback in some circles. Also below, we offer Multex Investor members an exclusive opportunity to sign up for a free research trial from Morgan Stanley, and to read up on JDS Uniphase (JDSU). ======================== Sponsored by ========================= Top Wall Street Watcher Ben Zacks: +51.7%/year 5-Year Gain! Moving with the best and brightest of Wall Street's big- money machines earned Ben Zacks a +51.7% five-year average annual gain. Start outperforming long-term. Get Zacks' latest 13-stock buylist with your FREE 30-day trial: http://www.multexinvestor.com/jp.asp?id=nl_INT_020702_a1 ============================================================== Below --------- Investment ideas Broker reports Free and sponsored reports ============================================================== Investment ideas ----------------------------------------- 1. Strong buys: Enterprise is looking up There is cautious optimism among enterprise software developers. By Shannon Swingle, contributing editor Business could be picking up for enterprise software companies, but only a few analysts are moving into upgrade territory. The most recent quarterly reports for a handful of companies showed strong results, but only time will tell. This week, two enterprise software companies in Multex's Internet index have moved into the "strong buy" territory among the average recommendations. Those companies are Mercury Interactive (MERQ) and Siebel Systems (SEBL). So what is making analysts take notice of these companies? Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=6611&;nd=0207 2. Broadly viewed: What is the value of the digital home? Comcast is paying approximately $5,830 for each AT&T Broadband household. Is this a fair price? By Ben Macklin, senior analyst, eMarketer Comcast (CMCSA) is in the process of acquiring AT&T's (T) broadband unit and its 12 million cable households for approximately $70 billion. Comcast's investment equates to approximately $5,830 per AT&T Broadband household. Is this a fair price? As has been widely reported, this deal will create the largest cable company in North America, with 22.3 million subscribers. The current value of the digital home is far less than what Comcast is currently paying, but the future digital home may hold great potential. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=6635&;nd=0207 3. Take a bow: Can eBay give investors an encore? The company is confident that it can maintain super-fast growth, and analysts agree. by Dave Sterman, equity research columnist The economic landscape is littered with the carcasses of dot-coms that tried but failed. Only one firm can say that it consistently delivered on its initial growth metrics: eBay (EBAY). In 1998, when the online auction company went public, it was set to bag some $86 million in revenue. Three years later, that figure has exploded to $749 million, and operating profits have risen thirteen-fold. With shares of eBay trading at lofty heights, investors are clearly expecting more strong growth to come. Can eBay deliver? The answer, according to those who analyze the company, is a resounding "yes." Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=6765&;nd=0207 4. E-commerce insights: E-commerce comes out from under the shadows Companies used to be reluctant to discuss Internet sales, but are now breaking the silence By Steve Butler, senior analyst, eMarketer Until recently, many companies were reluctant to discuss e-commerce because they did not want to share their strategies with competitors. Today, however, companies announce e-business initiatives to show that they are in tune with the times and prepared to face tough competition in the future. By comparing a company's e-commerce activity to that of its competitors, shareholders may gain insight into how well management has grasped the main issues of e-business, developed an integrated technology strategy, and executed its vision. Click here to read more: http://www.theinternetanalyst.com/article.asp?docid=6769&;nd=0207 ======================== Sponsored by ========================= Scottrade Offers Quality Customer Service and $7 Trades. Request Scottrade information today! Top-notch customer service and competitive pricing with low commissions boost Scottrade to rank #1 Online Broker by Kiplinger's Personal Finance. Over 147 U.S. offices staffed with knowledgeable, personal brokers. No inactivity fees. Apply now! http://www.multexinvestor.com/jp.asp?id=nl_INT_020702_a2 ============================================================== Broker reports ----------------------------------------- 1. SPECIAL REPORT: You've got earnings FBR's analysts suggest that investors ignore the open access question and focus on the content growth capabilities of the company. The firm breaks down results by business segment and provides its current investment opinion. (7-page report for purchase - $25) http://www.theinternetanalyst.com/download.asp?docid=26126718&;nd=0207 2. 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.theinternetanalyst.com/download.asp?docid=25966746&;nd=0207 ======================== Sponsored by ========================= Enjoy the worlds first fully flat bed in business class, and two FREE tickets. Simply enroll in Executive Club, fly Club World before April 15, 2002, and youll get two free economy tickets to anywhere British Airways flies. Fly Flat. Fly Free. http://www.multexinvestor.com/jp.asp?id=nl_INT_020702_a3 ============================================================== Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT: The scoop on AOL In addition to its standard scorecard for a variety of metrics, including growth, profitability, and financial health, the firm gives an unusually unequivocal "buy" recommendation to the stock, which it believes is undervalued. This three page report, which is usually sold for $10, is free to Multex Investor members like you for the next 72 hours. http://www.theinternetanalyst.com/download.asp?docid=21427461&;nd=0207 2. FREE SPONSOR REPORT: Morgan Stanley says that JDS Uniphase (JDSU) remains "well positioned to gain share in the optical component market." The firm gives JDSU a "neutral-volatile" rating, saying "we would be buyers of the stock in the $6 range." To read its assessment of key strengths and weaknesses, register for the firm's free-research trial and get the report for free. http://www.theinternetanalyst.com/download.asp?docid=26159265&;sid=8&nd=0207 ================================================================ Click here to register at Multex Investor: http://www.multexinvestor.com/registration/regWrapA1Basic.asp Click here for The Internet Analyst homepage: http://www.theinternetanalyst.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 this mailing list, 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 your feedback to The Internet Analyst, include TIA in the subject line at: investor.feedback@multex.com Please send your questions and comments to: investor.help@multex.com Please email advertising inquiries to us at: advertise@multex.com 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. To advertise in this e-mail, ASK FOR TIA at: advertise@multex.com
|