Enron Mail

From:1.10043390.-2@multexinvestornetwork.com
To:jwillia@enron.com
Subject:May 31, 2001 - Drug distribution IT, pharma's Karma
Cc:
Bcc:
Date:Wed, 30 May 2001 21:06:08 -0700 (PDT)

In today's Daily Update, we feature research on healthcare
information technology stocks, the inverted relationship
between tech and drug stock performance, the long-awaited
CLEC "clean up," and much more.

For free research, editor's picks, and more come to the Daily Investor:
http://www.multexinvestor.com/magazinecover.asp?nd=0531#investor
***************************************************************
You are receiving this mail because you have registered for
Multex Investor. To unsubscribe, see bottom of this message.
***************************************************************

======================== Sponsored by =========================
Turn the exploding energy shortfall into 100% gains in six months.
We have fallen into an electronic sinkhole. Blackouts and high fuel
costs promise to return again this summer. Can you profit from this
surging demand? You bet. Discover ChangeWave's top 5 NextGen energy
stocks in your FREE special report at:

http://www.changewave.com/b/5/mltx5/
===============================================================

Featured in today's edition of the Daily Update:

1. TODAY'S SPECIAL REPORT: CIBC World Markets sees positive trends
regarding achievable expectations for certain telecom-service providers.

2. DAILY FREE SPONSOR REPORT: Morgan Stanley reiterates its "strong buy"
rating on American Standard (ASD).

3. FREE RESEARCH REPORT: Prudential Financial presents highlights and
opinions on companies displaying at the Electronic Entertainment Expo.

4. ASK THE ANALYST: Prudent Bear Fund's David Tice believes the long bear
market for gold has ended.

5. INDEPENDENT'S INVESTMENT REVIEW: Analysts name their supply-chain
favorites among healthcare IT and drug distribution stocks.

6. INVESTORS' CHOICE: 3-DAY FAVORITE: Research Capital examines the key
drivers that will impact future growth.

7. HOT REPORT: Robertson Stephens believes bookings have bottomed for a
"strong buy" rated chip-industry.

8. EDITOR'S PICK: Deutsche Banc Alex. Brown wonders if "the end of the
tech wreck will ruin pharma's Karma?"

9. TODAY'S TOP 10: Investors purchased research on tech survivors and
emerging players.

10. MESSAGE BOARDS: Looking for intelligent conversation? Stocks, funds,
finance and hot topics are among the Sage possibilities.

======================== Sponsored by =========================
Get 10 FREE issues of Investor's Business Daily. More than just a newspaper,
Investor's Business Daily is a unique research tool designed to identify
winning stocks with insightful charts and ratings you can't find anywhere
else.This offer carries no obligation and there's nothing to cancel.

http://ibd.infostreet.com/cgi-bin/freeoffer.cgi?source=A362GGL
===============================================================

1. TODAY'S SPECIAL REPORT
Beginning the long-awaited CLEC "clean up" -- CIBC World Markets sees
positive trends regarding achievable expectations.

The firm points to three players best positioned in a "more stable
environment," which it predicts will return later this year or in 2002. It
also names two other companies as "beneficiaries" of a telecom shakeout
(11-page report for purchase - $25).
Click here.
http://www.multexinvestor.com/download.asp?docid=20689803&;nd=0531


2. DAILY FREE SPONSOR REPORT
American Standard (ASD) -- Morgan Stanley sets a $74-price target on the
capital goods company.

"In the longer termwe believe the shares can trade at 15 times forecast
earnings per share," the firm concludes. Register for the firm's
free-research trial to access this report on the "strong buy" rated stock.
Click here.
http://www.multexinvestor.com/download.asp?docid=4375201&;sid=8&nd=0531


3. FREE RESEARCH REPORT
Gamers and their game consoles -- Prudential Financial presents highlights
from the Electronic Entertainment Expo.

Discover what the analysts think of Microsoft's (MSFT) Xbox and Nintendo's
(NTDOY) GameCube, as well as the stocks of the companies that supply chips
for that industry, ATI Tech (ATYT) and NVIDIA (NVDA). This report remains
free for a limited time.
Click here.
http://www.multexinvestor.com/magazinecover.asp?nd=0531#investor


4. TODAY IN THE ANALYST CORNER
Don't forget gold when considering asset allocation -- Prudent Bear Fund's
David Tice explains.

Tice believes the long bear market for gold has ended. Why should you
consider adding gold to your portfolio now? He will be in the Analyst
Corner only until 5 p.m. ET, Thurs., May 31, so be sure to ask your
question now. Ask the analyst.
Click here.
http://www.multexinvestor.com/ACHome.asp?nd=0531

Click here http://216.46.231.209/ss?click&;prudentbear&3b13abc2 for a
special Prudent Bear report, available FREE, only to Multex Investor
users.


5. INDEPENDENT'S INVESTMENT REVIEW
Healthcare IT and drug distribution -- The Wall Street Transcript asks
analysts to name their supply-chain favorites among 13 companies
discussed.

Top pundits at U.S. Bancorp Piper Jaffray and SG Cowen go head to head in
a transcript taken from a roundtable discussion in which leading companies
that use data to run more efficient healthcare are assessed (21-page
report for purchase - $150).
Click here.
http://www.multexinvestor.com/download.asp?docid=20712929&;nd=0531

======================== Sponsored by =========================
What is The Internet Analyst?

The Internet Analyst is a weekly snapshot, that informs, educates, and
entertains investors with valued insight and reputable information about
Internet Industry investing. It features original editorial on Internet
companies and trends, along with exclusive interviews with analysts,
executives, and technology pundits. To subscribe e-mail tia@multex.com and
place subscribe in the subject.

http://www.theinternetanalyst.com/default.asp?promo=unl
===============================================================

6. INVESTORS' CHOICE: 3-DAY FAVORITE
Canada's mobile-wireless Internet industry -- Research Capital examines
the key drivers that will impact future growth.

In this synopsis of the firm's 350-page document, the firm lists price
targets and recommendations for four Canadian stocks, only two of which
are rated "buys" (1-page report for purchase - $10).
Click here.
http://www.multexinvestor.com/download.asp?docid=20630300&;nd=0531


7. WHAT'S HOT?
A "strong buy" rated chip-industry favorite -- Robertson Stephens believes
bookings have bottomed and expects a gradual recovery in the second half.

"Technology buys dominate orders," the firm says about the outlook on this
large-cap equipment supplier for which bookings are expected to grow as it
"leverages the industry recovery currently underway" (11-page report for
purchase - $25).
Click here.
http://www.multexinvestor.com/download.asp?docid=20625435&;nd=0531


8. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE
Pharmaceutical industry outlook -- Deutsche Banc Alex. Brown wonders if
"the end of the tech wreck will ruin pharma's Karma?"

The analyst rates Bristol-Myers Squibb (BMY), American Home Products
(AHP), Merck (MRK), and four other large-cap stocks. He provides detailed
drug pipeline analysis on all of them and near-term catalysts (200-page
report for purchase - $300).
Click here.
http://www.multexinvestor.com/download.asp?docid=20564570&;nd=0531


9. TODAY'S TOP 10
Best-selling reports on Multex Investor -- Investors continue to mine
tech's fallen angels for a glimpse at tomorrow's leaders.

Still smitten with technology, individuals purchased documents outlining
investment ideas that point to survivors of the current shakeout or those
companies poised to take advantage of the next wave of emerging
technologies. Writer Tom Ryan reports.
Click here.
http://www.multexinvestor.com/magazine.asp?ref=topten20010531.html&;nd=0531


10. 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=0531

===================================================================
Please send your questions and comments to:
mailto:investor.help@multex.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 the mailing list for the Daily Update, 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 advertising inquiries to us at:
mailto:advertise@multex.com.

For information on becoming an affiliate click here:
http://www.multexinvestor.com/Affiliates/home.asp

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