Enron Mail

From:1.10043390.-2@multexinvestornetwork.com
To:jwillia@enron.com
Subject:June 1, 2001 - Outlook on broadband, electric utilities
Cc:
Bcc:
Date:Thu, 31 May 2001 21:06:47 -0700 (PDT)

From today's Daily Update, you'll have the opportunity to download
professional perspectives from top analysts at Bear Stearns & Co.,
Lehman Bros., Morgan Stanley, Instinet Research, CIBC World Markets,
and others.

For free research, editor's picks, and more come to the Daily Investor:
http://www.multexinvestor.com/magazinecover.asp?nd=0601#investor
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Featured in today's edition of the Daily Update:

1. TODAY'S SPECIAL REPORT: Argus Research's team comments on the
economy's outlook and the Fed's next moves, as well their impact on
stocks.

2. DAILY FREE SPONSOR REPORT: Morgan Stanley reiterates its "strong
buy-volatile" rating on Visteon (VC).

3. FREE RESEARCH REPORT: Lehman Bros. points to five factors in defending
its bullish stance on the REIT industry.

4. ASK THE ANALYST: RabbittAnalytics.com's Paul Rabbitt believes we will
not retest prior lows.

5. INDEPENDENT'S INVESTMENT REVIEW: Do fundamentals and technicals
support a continued run in the S&P Electric Utilities group?

6. PERSONAL FINANCE'S ASK THE EXPERT: Alan and Stephen Cohn, certified
financial planners and founders of Sage Online

7. HOT REPORT: Bear Stearns & Co. reports on the three-month average
expectations of orders at the capital-equipment level.

8. INVESTORS' CHOICE: 3-DAY FAVORITE: Friedman, Billings, Ramsey & Co.
offers a long-term perspective on "far-sighted" large-cap IT companies.

9. EDITOR'S PICK: CIBC World Markets examines the trends and expectations
for the broadband cable-equipment sector.

10. INVESTMENT IDEAS: Growth potential outweighs nonexistent profits in a
recent tally of Multex's "most recommended" stocks.

11. CHATTING UP WALL STREET GURUS: Joe Battipaglia, chairman of investment
policy, Gruntal & Co.

12. MESSAGE BOARDS: Charles McQuaid of Liberty Acorn Fund says Getty
Images [GETY] is "a win from all sides." Find out why.

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1. TODAY'S SPECIAL REPORT
Responding to the U.S. growth recession -- Argus Research's team comments
on the economy's outlook and its impact on select stocks.

The report's authors pick Cisco (CSCO) as the "focus stock," evaluate 11
growth stocks, 10 value stocks and 6 utility stocks, and comment on the
firm's latest ratings changes (40-page report for purchase - $10).
Click here.
http://www.multexinvestor.com/download.asp?docid=20689879&;nd=0601


2. DAILY FREE SPONSOR REPORT
Visteon (VC) -- Morgan Stanley sets a $30-price target on the global auto
parts supplier.

The firm cites many key positives, such as growth from new technologies,
margin and cost improvements, and new business wins. Register for the
firm's free-research trial to access this report on the "strong
buy-volatile" rated stock.
Click here.
http://www.multexinvestor.com/download.asp?docid=20268633&;sid=8&nd=0601


3. FREE RESEARCH REPORT
Real estate investment trusts (REITs) -- Lehman Bros. points to five
factors in defending its bullish stance on the industry.

The firm reiterates its "strong buy" recommendations on eight stocks,
noting that "what is new about REIT share prices are that they're
behaving the way textbooks suggest...like low beta stocks." This report
remains free for a limited time.
Click here.
http://www.multexinvestor.com/magazinecover.asp?nd=0601#investor


4. TODAY IN THE ANALYST CORNER
Investors' forward expectations -- RabbittAnalytics.com's Paul Rabbitt
believes the market's latest "pause" was healthy.

Rabbitt believes we will not retest prior lows. Find out the right stocks
to own in this market. He will be in the Analyst Corner only until 5 p.m.
ET Mon., June 4, so be sure to ask your question now. Ask the analyst.
Click here.
http://www.multexinvestor.com/ACHome.asp?nd=0601

Find the right stocks to own in this market. Get Rabbitt's Daily Rankings
for Free.
Click here.
http://www.rabbittanalytics.com/signup_multex3.asp


5. INDEPENDENT'S INVESTMENT REVIEW
Electric utility stocks -- Instinet Research examines whether fundamentals
and technicals support their continued run.

The classic defensive play -- the entire S&P Electric Utilities group of
26 stocks -- is among the best performing segment since the S&P 500 peaked
in March 2000. The analysts forecast the group's outlook (11-page report
for purchase - $25).
Click here.
http://www.multexinvestor.com/download.asp?docid=20704787&;nd=0601

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6. PERSONAL FINANCE'S ASK THE EXPERT
Alan and Stephen Cohn, certified financial planners and founders of Sage
Online

Being prepared for both the ups and downs of the market will not only be
profitable but will also give you greater peace of mind. The Cohns are
available to answer investors' queries until Sun., Jun 3. Ask the Expert,
now.
Click here.
http://multexpf.com/asktheexpert.asp?target=/personalfinance/asktheexpert/home&;nd=0601


7. WHAT'S HOT?
Semiconductor book-to-bill ratios -- Bear Stearns & Co. reports on the
actual and expected range for orders at the capital-equipment level.

The document's authors look at back-end and front-end orders and shipments
across the industry for April. The firm forecasts near-term stock-price
reaction and entertains whether we've reached a chip-price bottom (1-page
report for purchase - $10).
Click here.
http://www.multexinvestor.com/download.asp?docid=20696291&;nd=0601


8. INVESTORS' CHOICE: 3-DAY FAVORITE
What's ahead for technology in 2003 to 2004 -- Friedman, Billings, Ramsey
& Co. offers a long-term perspective on "far-sighted" IT companies.

The firm presents a large-cap valuation analysis on IBM (IBM), Cisco
(CSCO), Dell (DELL), EMC (EMC), Hewlett-Packard (HWP), Intel (INTC),
Microsoft (MSFT), Oracle (ORCL), WorldCom (WCOM), and five others (4-page
report for purchase - $10).
Click here.
http://www.multexinvestor.com/download.asp?docid=20541266&;nd=0601


9. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE
Cable-equipment sector in 2002 -- CIBC World Markets examines the trends
and expectations for this broadband niche.

Look at valuations and ratings for 12 suppliers, including ADC Telecom
(ADCT), Broadcom (BRCM), Harmonic (HLIT) and Scientific Atlanta (SFA). See
growth forecasts for digital cable and other industry innovations (18-page
report for purchase - $50).
Click here.
http://www.multexinvestor.com/download.asp?docid=20698102&;nd=0601


10. INVESTMENT IDEAS
The most recommended stocks on Wall Street -- Potential still overrides
profits for many of Wall Street's favorites.

Multex Investor's latest survey of "most recommended" stocks shows that
Wall Street can still deal with money-losing companies as long as profits
are in sight and growth potential is significant. Writer Tom Ryan
explains.
Click here.
http://www.multexinvestor.com/magazine.asp?ref=ideas20010601.html&;nd=0601


11. CHATTING UP WALL STREET'S GURUS
Joe Battipaglia, chairman of investment policy, Gruntal & Co.

In an AOL MarketTalk appearance, Battipaglia explains why he sees domestic
growth ahead. He identifies several retail stocks he feels offer
"interesting opportunities" and explains why local regional banks may be
worth a look. Read Sage Online's transcript.
Click here.
http://multexinvestor.sageonline.com/transcript.asp?id=15492&;nd=0601


12. MESSAGE BOARDS
Talk about your favorite stocks

Charles McQuaid of Liberty Acorn Fund says Getty Images [GETY] is "a win
from all sides." Find out why, and share your opinion.
Click here.
http://multexinvestor.sageonline.com/page.asp?id=2904&;ps=1&s=3&nd=0601

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