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To:jwillia@enron.com
Subject:May 9, 2001 - Large-cap tech outlook via suppliers and emerging
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Date:Tue, 8 May 2001 21:06:59 -0700 (PDT)

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From today's edition of the Daily Update, you can download the
latest research and analyst commentary on IBM (IBM), Cisco (CSCO),
Dell (DELL), EMC (EMC), Hewlett-Packard (HWP), Intel (INTC),
Microsoft (MSFT), Oracle (ORCL), WorldCom (WCOM), Act Mftg. (ACTM),
Celestica (CLS), C-MAC (CMS), Flextronics (FLEX), safe havens for
your portfolio by The Motley Fool, and much more.

For free research, editor's picks, and more come to the Daily Investor:
http://www.multexinvestor.com/magazinecover.asp?nd=0509#investor
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Featured in today's edition of the Daily Update:

1. TODAY'S SPECIAL REPORT: Instinet Research locates the stocks, sectors
and industries with bullish and bearish ranks.

2. FREE RESEARCH REPORT: Prudential Securities offers its opinion on the
natural-gas distributor industry based on storage and demand data.

3. ASK THE ANALYST: Morgan Stanley's Phil Roth provides a forward-looking
technical view of the market.

4. INDEPENDENT'S INVESTMENT REVIEW: In this premier edition of the
"Select" monthly series, The Motley Fool offers its best investment ideas.

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

6. HOT REPORT: Friedman, Billings, Ramsey & Co. offers a long-term
perspective on "far-sighted" large-cap IT companies.

7. EDITOR'S PICK: CIBC World Markets provides an outlook on 10 companies
that supply Cisco (CSCO), Motorola (MOT), IBM (IBM), and others.

8. SPONSOR'S "STRONG BUY" SPOTLIGHT: Morgan Stanley analysts continue
to recommend stocks with positive underlying trends, market leaders, and
low P/Es.

9. ANALYST IN DEMAND: Taking stock of MultexInvestor.com's own analyst,
Marc Gerstein, director of investor research at Market Guide: part 2

10. CHATTING UP WALL STREET GURUS: Frank X. Curzio, president of F.X.C.
Investors

11. MESSAGE BOARDS: Find out why Marsico fund manager James Gendleman says
Embraer (ERJ) is his favorite stock.

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1. TODAY'S SPECIAL REPORT
Earnings evaluation rankings -- Instinet Research finds the stocks,
sectors and industries with bullish and bearish ranks.

While hundreds of stocks may populate the report, only 12 make the bullish
deciles list this time around. The research also examines equities covered
by more than three analysts that have upwardly been revised (15-page
report for purchase - $25).
Click here.
http://www.multexinvestor.com/download.asp?docid=20560379&;nd=0509


2. FREE RESEARCH REPORT
Natural gas distributors -- Prudential Securities offers its opinion on
the industry based on storage and demand data.

Companies mentioned include Reliant Energy (REI), Dynegy (DYN), Duke
Energy (DUK), Williams (WMB), Calpine (CPN), Sierra Pacific (SRP), and
Enron (ENE).
This report is free for a limited time.
Click here.
http://www.multexinvestor.com/magazinecover.asp?nd=0509#investor


3. TODAY IN THE ANALYST CORNER
Technical market forecast -- Morgan Stanley's Phil Roth is ready to take
investors' questions.

Roth provides technical commentary on the broader market and specific
sectors. Why is he expecting investors will retest prior lows this fall,
and which sectors does he perceive to be in favorable long-term positions?
Ask the analyst.

Here is your opportunity to gain free access to Morgan Stanley's research.
Simply register and submit a question below. Roth will be in the Analyst
Corner only until 5 p.m. ET Wed., May 9, so be sure to ask your question
now.
Click here.
http://www.multexinvestor.com/ACHome.asp?nd=0509


4. INDEPENDENT'S INVESTMENT REVIEW
Safe havens for your portfolio -- The Motley Fool offers its best
investment-idea selections.

In this premier edition of the "Select" monthly series, the authors find
three "safe haven" stocks, offer simple investment techniques, present a
"rule maker" of the month, and profile a small-cap stock idea (24-page
report for purchase - $10).
Click here.
http://www.multexinvestor.com/download.asp?docid=20519475&;nd=0509


5. 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.
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6. WHAT'S HOT?
What's ahead for technology in 2003 and 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=0509


7. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE
A quarterly wrap up of EMS and OEM stocks -- CIBC World Markets provides
an outlook on 10 companies that supply Cisco (CSCO), Motorola (MOT), IBM
(IBM), and others.

Stocks covered: Act Mftg. (ACTM), Celestica (CLS), C-MAC (CMS),
Flextronics (FLEX), Jabil Circuit (JBL), Plexus (PLXS), Pemstar (PMTR),
Sanmina (SANM), SCI Sys. (SCI), and Solectron (SLR). Three are "strong
buys" (21-page report for purchase - $75).
Click here.
http://www.multexinvestor.com/Download.asp?docid=20521541&;nd=0509


8. SPONSOR'S "STRONG BUY" SPOTLIGHT
Stocks with positive trends, market leaders, and low P/Es -- Morgan
Stanley analysts showcased top-ranking, "under-valued" stocks.

The firm reiterated its "strong buy" rating on 11 companies last week, and
upgraded only one to the top rating. What most of these companies have in
common is that they have capitalizations of less than $20 billion and low
price to-earnings ratios.
Click here.
http://www.multexinvestor.com/magazine.asp?ref=msdw20010509.html&;nd=0509


9. ANALYST IN DEMAND
Marc Gerstein, director of investor research at Market Guide, part 2 --
Taking stock of MultexInvestor.com's own analyst.

The analyst, whose career has spanned two decades, has been one of the
tech bubble's most-quoted pundits on Wall Street. Get a hint at what to
expect when he'll be appearing at next week's The 13th Annual Las Vegas
Money Show.
Click here.
http://www.multexinvestor.com/magazine.asp?ref=analyst20010509.html&;nd=0509


10. CHATTING UP WALL STREET'S GURUS
Frank X. Curzio, president of F.X.C. Investors

In a recent AOL MarketTalk appearance, Curzio spotlights five oil and gas
companies that the analyst likes, discusses the California power crisis,
the Fed and much more. Read the transcript to learn more.
Click here.
http://multexinvestor.sageonline.com/transcript.asp?id=14979&;nd=0509


11. MESSAGE BOARDS
Buy-side pro's top pick

Find out why Marsico International Opportunities Fund (MIOFX) manager
James Gendleman says Embraer-Empresa Brasileira de Aeronautica S.A. (ERJ)
is his favorite stock.
Click here.
http://multexinvestor.sageonline.com/page.asp?id=2904&;ps=1&s=3&nd=0509

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Be sure to check out our other newsletters, The Internet Analyst
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