Enron Mail

From:1.10043390.-2@multexinvestornetwork.com
To:jwillia@enron.com
Subject:May 14, 2001 - Insights on health-care, IT, Internet
Cc:
Bcc:
Date:Sun, 13 May 2001 21:07:03 -0700 (PDT)

From today's issue of the Daily Update, download analysts'
suggestions on non-tech investment ideas, Internet stocks
to watch, and their assessment of investment risks for
select health-care stocks. Also, independent research
examines recession clues while Sun Microsystems' (SUNW)
CEO offers evidence of IT backlogs.

For free research, editor's picks, and more come to the Daily Investor:
http://www.multexinvestor.com/magazinecover.asp?nd=0514#investor
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Featured in today's edition of the Daily Update:

1. TODAY'S SPECIAL REPORT: U.S. Bancorp Piper Jaffray issues an update on
key Internet stocks to watch and the firm's current investment thesis.

2. DAILY FREE SPONSOR REPORT: Morgan Stanley ranks Embratel (EMT) a
"strong buy."

3. FREE RESEARCH REPORT: Argus Research suspects that, although we've
managed to avoid a recession, the economy is still fragile.

4. ASK THE ANALYST: Schaeffer Investment Research Inc.'s Bernie Schaeffer
sees the Nasdaq heading lower short-term.

5. INDEPENDENT'S INVESTMENT REVIEW: CNBC/Dow Jones Business Video
interviews Sun Microsystems' (SUNW) chief exec on the state of the
technology industry.

6. PERSONAL FINANCE'S ASK THE EXPERT: Doug Erbert, personalized rollover
service manager for American Century Investments

7. HOT REPORT: TradingWeapon.com's AXXel Knutson presents his top-10
antithesis-to-hype stocks.

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: Prudential Securities analyzes the first-quarter
results and major events for 38 companies in its health-care universe.

10. CHATTING UP WALL STREET GURUS: Rahim Kassim-Lakha, portfolio manager
with U.S. Global Investors

11. MESSAGE BOARDS: Looking for intelligent conversation? Stocks, funds,
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1. TODAY'S SPECIAL REPORT
Looking for the catalysts of a rebound -- U.S. Bancorp Piper Jaffray
issues an update on key Internet stocks to watch and the firm's current
investment thesis.

Internet analyst Safa Rashtchy provides ratings, valuations, and
commentary on Yahoo! (YHOO), Amazon.com (AMZN), eBay (EBAY), InfoSpace
(INSP), and GoTo.com (GOTO). Only one is a "strong buy," while two are
"buys" (2-page report for purchase - $10).
Click here.
http://www.multexinvestor.com/download.asp?docid=20517788&;nd=0514


2. DAILY FREE SPONSOR REPORT
Embratel (EMT) -- Morgan Stanley sets a $22-price target on the Brazilian
telecom concern.

"Over the long term, we think EMT represents the best risk-adjusted
money-making stock idea among the Latin America wireline companies," the
firm notes. 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=5709014&;sid=8&nd=0514


3. FREE RESEARCH REPORT
Back from the brink? -- Argus Research suspects that although we've
managed to avoid a recession the economy is still fragile.

The staff at this firm identifies "a number of conditions that are
flashing on our radar screen, which possess the ability to send the
fragile economy into recession." This report is free for a limited time.
Click here.
http://www.multexinvestor.com/magazinecover.asp?nd=0514#investor


4. TODAY IN THE ANALYST CORNER
Weakness ahead for the tech sector? -- Schaeffer's Investment Research
Inc.'s Bernie Schaeffer explains.

Schaeffer thinks the tech sector might be in for some short-term weakness.
How low could it go? He will be in the Analyst Corner only until 5 p.m. ET
Tues., May 15, so be sure to ask your question now. Ask the analyst.
Click here.
http://www.multexinvestor.com/ACHome.asp?nd=0514

Prepare for the investing week ahead with Schaeffer's insight to the
hottest sectors and stocks. Sign up for his FREE e-weekly market report,
Monday Morning Outlook.
Click here.
http://www.schaeffersresearch.com/redirect.asp?CODE=GB01A8&;PAGE=1


5. INDEPENDENT'S INVESTMENT REVIEW
Sun Microsystems' (SUNW) chairman and CEO -- CNBC/Dow Jones Business Video
interviews Scott McNealy on the state of the technology industry.

McNealy discusses the capital-spending freeze, the backlog of information
technology (IT) projects in the industry, and the tech cycle. He also
discusses layoffs, competition, and his general strategy
(audio/video/transcript for purchase - $8).
Click here.
http://www.multexinvestor.com/download.asp?docid=20587990&;nd=0514

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6. PERSONAL FINANCE'S ASK THE EXPERT
Doug Erbert, personalized rollover service manager for American Century
Investments

If you've contributed to a retirement plan at work and are getting ready
to change jobs or retire, you'll have choices about what to do with your
money. Erbert, who helps individuals with IRAs, is available to answer
investors' queries until Sun., May. 21. Ask the Expert, now.
Click here.
http://multexpf.com/asktheexpert.asp?target=/personalfinance/asktheexpert/home&;nd=0514


7. WHAT'S HOT?
Some favorite "non-techs" -- TradingWeapon.com's AXXel Knutson presents
his top-10 antithesis-to-hype stocks.

The analyst offers logistics, oil and gas, aviation, apparel, and
construction-service stocks as investment ideas. He provides his witty
commentary, price thresholds, strategies, and fundamental data on each one
(6-page report for purchase - $25).
Click here.
http://www.multexinvestor.com/download.asp?docid=20522338&;nd=0514


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=0514


9. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE
Prognosis on 38 health-care companies -- Prudential Securities analyzes
the first-quarter results and major events for biotechs, drugs and
medical-tech stocks.

Ratings, risk assessment, performance, and commentary on Amgen (AMGN),
Celera Genomics (CRA), Gilead Sciences (GILD), Human Genome Sciences
(HGSI), Johnson & Johnson (JNJ), UnitedHealth Group (UNH) and others
(45-page report for purchase - $100).
Click here.
http://www.multexinvestor.com/download.asp?docid=20544855&;nd=0514


10. CHATTING UP WALL STREET'S GURUS
Rahim Kassim-Lakha, portfolio manager with U.S. Global Investors

In an AOL MarketTalk transcript featured on Sage Online, Kassim-Lakha
discusses which companies stand to benefit from a long-term solution to
California's power shortage, alternative energy source relief for the
state, and more Fed interest-rate easing.
Click here.
http://multexinvestor.sageonline.com/transcript.asp?id=15061&;nd=0514


11. MESSAGE BOARDS
Catch the buzz on the boards at Sage Online

If you're looking for lively, intelligent conversation, look no further.
Stocks and funds A to Z, finance and hot topics are only a few of the Sage
possibilities.
Click here.
http://multexinvestor.sageonline.com/page.asp?id=2904&;ps=1&s=3&nd=0514

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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.theinternetanalyst.com or
http://www.thetelecommanalyst.com