Enron Mail

From:1.10043390.-2@multexinvestornetwork.com
To:jwillia@enron.com
Subject:May 25, 2001 - PC price wars, banking's outlook
Cc:
Bcc:
Date:Thu, 24 May 2001 21:06:10 -0700 (PDT)

From today's Daily Update, you'll have the opportunity to
download professional perspectives from top analysts at
U.S. Bancorp Piper Jaffray regarding Cisco (CSCO), JM
Lafferty Associates on the Nasdaq 100 (QQQ), and more.

For free research, editor's picks, and more come to the Daily Investor:
http://www.multexinvestor.com/magazinecover.asp?nd=0525#investor
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Featured in today's edition of the Daily Update:

1. TODAY'S SPECIAL REPORT: The Buckingham Research Group says PC makers
have become ruthless in their total-solution selling game.

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

3. FREE RESEARCH REPORT: Jefferies & Co. provides a run down on March
quarter installations of DSL lines.

4. ASK THE ANALYST: Schaeffer's Investment Research Inc.'s Bernie
Schaeffer explains why he's turned bullish on gold.

5. INDEPENDENT'S INVESTMENT REVIEW: JM Lafferty Associates finds four new
leaders among a group that is "very weak."

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

7. HOT REPORT: U.S. Bancorp Piper Jaffray comments on how Cisco's (CSCO)
discontinuation of certain product lines impacts other 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: Robinson-Humphrey looks ahead at short-term challenges
and opportunities the banking sector is most likely to face.

10. INVESTMENTOR: Columnist William L. Valentine, CFA, explains why market
timing is so difficult.

11. CHATTING UP WALL STREET GURUS: Harry Boxer, chief technical analyst
with America-iNvest.com

12. MESSAGE BOARDS: Bridgeway fund manager John Montgomery finds a gem
amid the ruins of the Internet sector. Find out why he likes Register.com
(RCOM).

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1. TODAY'S SPECIAL REPORT
The new computer wars -- The Buckingham Research Group says PC makers have
become ruthless in their total-solution selling game.

The report covers the competitive landscape involving Dell (DELL), IBM
(IBM), Sun Microsystems (SUNW), Gateway (GTW), Hewlett-Packard (HWP), SCI
Systems (SCI), Diebold (DBD), and others. The firm also ranks them (4-page
report for purchase - $10).
Click here.
http://www.multexinvestor.com/download.asp?docid=20577787&;nd=0525


2. DAILY FREE SPONSOR REPORT
Mirant (MIR) -- Morgan Stanley sets a $52-price target on the energy
merchant.

The firm considers MIR a notable bargain and believes merchant energy is
becoming "among the most predictable of all industries." Register for the
firm's free-research trial to access this report on the "strong
buy-volatile" stock.
Click here.
http://www.multexinvestor.com/download.asp?docid=5502343&;sid=8&nd=0525


3. FREE RESEARCH REPORT
DSL industry update -- Jefferies & Co. provides a run down on March
quarter installations.

"Starting in 2001, DSL will migrate from being just a wholesale 'Net
access business that's limited to data to one that delivers voice, video,
and a host of other value-added services," the firm says in this report
that remains free for a limited time.
Click here.
http://www.multexinvestor.com/magazinecover.asp?nd=0525#investor


4. TODAY IN THE ANALYST CORNER
Like Midas, investors can get the golden touch -- Schaeffer's Investment
Research Inc.'s Bernie Schaeffer explains.

Schaeffer explains why he's turned bullish on gold. Can gold add luster to
your portfolio? He will be in the Analyst Corner only until 5 p.m. ET
Tues., May 29, so be sure to ask your question now. Ask the analyst.
Click here.
http://www.multexinvestor.com/ACHome.asp?nd=0525

Get a FREE Schaeffer's Hot Stocks trade PLUS his Monday Morning Outlook, a
FREE e-weekly that prepares you for the investing week ahead.
Click for FREE trade.
http://www.schaeffersresearch.com/redirect.asp?CODE=GB01E8&;PAGE=1


5. INDEPENDENT'S INVESTMENT REVIEW
Monitoring the Nasdaq 100 (QQQ) -- JM Lafferty Associates finds four new
leaders among a group that is "very weak."

The firm says that although investor expectations are favorable for QQQ
companies, a high proportion 72% -- of them are underperforming the S&P
500. But a handful of them are leading companies (44-page report for
purchase - $25).
Click here.
http://www.multexinvestor.com/download.asp?docid=20511311&;nd=0525

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executives, and technology pundits. To subscribe e-mail tia@multex.com
and place subscribe in the subject.

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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 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=0525


7. WHAT'S HOT?
Reaction to Cisco's (CSCO) product decision -- U.S. Bancorp Piper Jaffray
comments on how its discontinuation of certain product lines impacts other
stocks.

The analysts believe that CSCO's actions will impact Comverse Tech (CMVT),
Openwave (OPWV), RADVision (RVSN), Sonus Networks (SONS), and Clarent
(CLRN). Find out if it'll be positive or negative for each (2-page report
for purchase - $10).
Click here.
http://www.multexinvestor.com/download.asp?docid=20596766&;nd=0525


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=0525


9. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE
Banking industry 1Q01 review and outlook -- Robinson-Humphrey looks ahead
at short-term challenges and opportunities the sector is most likely to
face.

Interest rates and inventory levels are bound to impact banks, the
analysts write, pointing to those companies that manage margins best. 30
companies are mentioned, but only six are rated "buys" (24-page report for
purchase - $75).
Click here.
http://www.multexinvestor.com/download.asp?docid=20533955&;nd=0525


10. THE INVESTMENTOR
Come on in, the water's fine -- Columnist William L. Valentine, CFA,
explains why market timing is so difficult.

"Stock money needs to be in stocks, through good and bad times. The market
simply cannot be 'timed.' That is, no mortal man or woman is endowed with
the telepathy to know when to get in or out of the market," the analyst
reminds investors.
Click here.
http://www.multexinvestor.com/magazine.asp?ref=ideas20010525.html&;nd=0525


11. CHATTING UP WALL STREET'S GURUS
Harry Boxer, chief technical analyst with America-iNvest.com

In an AOL MarketTalk transcript featured on Sage Online, Boxer opines
regarding The Talbots (TLB), USEC (USU), Intel (INTC), Commerce One
(CMRC), IBM (IBM), Wind River Systems (WIND), Corning (GLW), and Oracle
(ORCL).
Click here.
http://multexinvestor.sageonline.com/transcript.asp?id=15341&;nd=0525


12. MESSAGE BOARDS
Up from the ashes

Bridgeway fund manager John Montgomery finds a gem amid the ruins of the
Internet sector. Find out why he likes Register.com (RCOM).
Click here.
http://multexinvestor.sageonline.com/page.asp?id=2904&;ps=1&s=3&nd=0525

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