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TODAY: We feature Deloitte Research chief economist Carl
Steidtmann, who responds to last week's column by Lawrence Kudlow and disparages tax relief, plus Internet stocks making a comeback, and research from Stephens Inc. and Dain Rauscher Wessels. ========================= Advertisement ======================= Strike back against threats to your wealth and retirement. We are now living in a permanently changed world. Investors are in a battle they cannot afford to lose-a battle they cannot trust analysts to "help" them win. ChangeWave 2.0 is your victory plan for profiting in a radically changed world. Get 3 FREE chapters of this new best-seller at: http://www.changewave.com/b/10/oct6/ ================================================================ FEATURED ARTICLES AND RESEARCH THIS WEEK INCLUDE: 1. BUY RATINGS: Fool me twice, shame on me Amazon fights investor skepticism despite improvements down the line 2. BUCKING THE TREND: Internet stocks that keep rising Three e-business stocks that defy the new conventional wisdom 3. ECONOMIC PROGRESSION: Tax facts and fantasy The tech sector needs a tax cut like an overweight person needs a Big Mac and fries. 4. TOP 10: Most recommended Internet stocks This week's selection includes Intuit (INTU), AOL-Time Warner (AOL), and Jack Henry & Associates (JKHY). 5. VENTURE CAPITAL: Don't believe the hype Venture capitalists reshape their priorities 6. ADVERTORIAL: The real deal: survival kit Investing for the end of the world 7. HOT REPORT: Is this just in time? Dain Rauscher Wessels reviews three collaborative commerce software stocks. 8. SPECIAL REPORT: Internet stock roundup Dain Rauscher Wessels reviews earnings news and competitive developments. 9. EDITOR'S PICK: Vertical Internet leaps Stephens Inc. analyzes the impact of Internet adoption on select industry verticals. 10. FREE SPONSORED REPORT: Morgan Stanley sets a $30 price target on semiconductor designer Silicon Laboratories (SLAB). ========================= Advertisement ======================= "Trade stocks for $7 at Scottrade, a #1 Broker! Over 140 offices s taffed with knowledgeable, personal brokers! Fast Executions! NO Inactivity Fees! Account Protection! Click here and read why Scottrade ranked #1 by KIPLINGER Personal Finance Magazine!" http://www.scottrade.com/index.asp?supbid=4086 ================================================================ Scroll down and click links below to go right to a specific article: 1. BUY RATINGS: Fool me twice, shame on me Amazon fights investor skepticism despite improvements down the line Contributing editor Shannon Swingle reports on what Amazon has done lately, why some analysts think it might be time to consider Amazon's investment potential, and how the granddaddy of e-commerce compares to online auction king eBay. Click here. http://www.theinternetanalyst.com/Analysts/ArticleTIA.asp?ForumID=39&DocID=3521 2. BUCKING THE TREND: Internet stocks that keep rising Three e-business stocks that defy the new conventional wisdom The right business model just might allow Web-based companies to use the Internet as a trampoline with which to vault over their bricks-and-mortar competition, and equity research columnist Dave Sterman discovers why analysts are touting three such stocks. Click here. http://www.theinternetanalyst.com/Analysts/ArticleTIA.asp?ForumID=39&DocID=3591 3. ECONOMIC PROGRESSION: Tax facts and fantasy The tech sector needs a tax cut like an overweight person needs a Big Mac and fries. According to Carl Steidtmann, chief economist at Deloitte Research, "No amount of tax incentives or Fed easing is going to create a pickup in high tech investment." He repudiates Lawrence Kudlow's article and proposes an innovative solution of his own. Click here. http://www.theinternetanalyst.com/Analysts/ArticleTIA.asp?ForumID=39&DocID=3589 ========================= Advertisement ======================= 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 ================================================================ 4. TOP 10: Most recommended Internet stocks This week's selection includes Intuit (INTU), AOL-Time Warner (AOL), and Jack Henry & Associates (JKHY). 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. Click here. http://www.theinternetanalyst.com/Analysts/ArticleTIA.asp?ForumID=39&DocID=1580 5. VENTURE CAPITAL: Don't believe the hype Venture capitalists reshape their priorities Equity research columnist Dave Sterman reports on the lessons that VC firms have learned from their past errors. According to a survey conducted by Vega Consultants, tall talking is out and strong management teams are in. Click here. http://www.theinternetanalyst.com/Analysts/ArticleTIA.asp?ForumID=39&DocID=3536 6. ADVERTORIAL: The real deal: survival kit Investing for the end of the world Charles Payne, Founder, Chief Executive Officer and Principal Analyst, Wall Street Strategies, paints a hypothetical investment scenario for a hypothetical Apocalypse, and runs down the list of his favorite picks among the survivalist's checklist of staples. Click here. http://www.theinternetanalyst.com/Analysts/ArticleTIA.asp?ForumID=39&DocID=3605 7. HOT REPORT: Is this just in time? Dain Rauscher Wessels reviews three collaborative commerce software stocks. The firm urges investors to take "a more constructive view" of the Web-based B2B sector and reviews i2 Technologies (ITWO), Retek (RETK), and SAP (SAP), which have "rebounded nicely" despite poor business fundamentals. (2-page report for purchase - $10) Click here. http://www.multexinvestor.com/download.asp?docid=25189629 8. SPECIAL REPORT: Internet stock roundup Dain Rauscher Wessels reviews earnings news and competitive developments. The firm analyzes scores of stocks, a dozen of which are exposed to the Internet sector, including BEA Systems (BEAS), PeopleSoft (PSFT), Watchguard Technologies (WGRD), SAP (SAP), Oracle (ORCL), and Microsoft (MSFT). (21-page report for purchase - $75) Click here. http://www.multexinvestor.com/download.asp?docid=25230547 9. EDITOR'S PICK: Vertical Internet leaps Stephens Inc. analyzes the impact of Internet adoption on select industry verticals. The firm notes accelerated adoption of Web-based technologies in healthcare as part of an effort to streamline financial processes, investigates stocks in five industry verticals and initiates coverage of three Web stocks. (84-page report for purchase - $150) Click here. http://www.multexinvestor.com/download.asp?docid=25149993 10. FREE SPONSORED REPORT: Morgan Stanley sets a $30 price target on semiconductor designer Silicon Laboratories (SLAB). The firm says SLAB "could become one of the most exciting stocks" in the industry and that "new product revenue growth" will drive the stock price higher. Register for the firm's free-research trial to access research on this "strong buy" rated stock. Click here. http://www.multexinvestor.com/download.asp?docid=4379423&sid=8 ================================================================ 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. 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
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