Enron Mail

From:1.10043390.-2@multexinvestornetwork.com
To:jwillia@enron.com
Subject:November 19, 2001 - The age of alliances
Cc:
Bcc:
Date:Sun, 18 Nov 2001 21:05:00 -0800 (PST)


You have questions, we have suggestions. Reports you could download
deal with burning questions of the day: beyond naming rights for
Enron Field, what is the impact of Enron's (ENE) merger with
Dynergy (DYN)? How are alliances affecting the hardware sector?
You can also read about telecom equipment makers that face hard
times and more upbeat trends in the VC market.

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Below
--------

- Investment ideas
- Broker and third-party research
- Online advice and chats
- Free and sponsored reports


Investment ideas
-----------------------------------------

1. INVESTMENT IDEAS
Can equipment makers overcome a capex slowdown in 2002?
Analysts believe that a few stocks are worth buying despite continued belt
tightening.

by John Filar Atwood, equity research columnist

The 2002 capex picture for large carriers is coming into focus, and it isn't
pretty. The push to control spending will continue, and capex budgets look
to be slashed by an average of 25 percent next year.

Click here to read more.
http://www.multexinvestor.com/article.asp?docid=4347&;nd=1119


2. INVESTMENT IDEAS
Better safe than sorry
In an insecure world, Corporate America is investing in security software

By Carla Drysdale

If you're like me, a "virus warning" in your email inbox isn't likely to faze you.
You click on it and glance through it, with a vague sense of gratitude that
the warning will hopefully prevent your computer from imploding.

So at first I took it in stride when I received a message saying: "If you receive
an email entitled 'Bad Times,' delete it IMMEDIATELY. Apparently this one is
pretty nasty."

I thought, okay, and I kept reading. "It will not only erase everything on your
hard drive, but it will also delete anything on disks within 20 feet of your
computer...It will do all your drugs and drink all your liquor." Now that's a nasty
virus! While this science fiction scenario might have been written by someone
who's seen The Matrix once too often, it is a tongue-in-cheek reminder that smart
hackers can wreak all kinds of havoc.

Fortunately for the makers of anti-virus software, Fortune 100 companies are
acutely aware of the problem, and they are keeping security software firms busier
than ever--and that makes them an attractive target for private equity as well.

Click here to read more.
http://www.multexinvestor.com/article.asp?docid=4349&;nd=1119


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Broker and third-party reports
-----------------------------------------

1. TODAY'S SPECIAL REPORT
CIBC World Markets discusses voice over Internet Protocol (VoIP)
and packet switching technology.

CIBC reports on the growing need for data solutions, focusing on
network convergence, next-gen services, and the softswitch. They touch on
the role of sector players including Sonus (SONS), Avaya (AV), Cisco (CSCO),
and more. (74-page report for purchase - $150)
http://www.multexinvestor.com/download.asp?docid=25470059&;nd=1119


2. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE
Bear Stearns explains how it sees mergers and alliances affecting
the competitive landscape.

The analysts discuss 3 major business models they see developing in
the hardware space and why they are developing now. They dissect
the HWP/CPQ merger and hypothesize what other alliances or mergers
may take place. (22-page report for purchase - $75)
http://www.multexinvestor.com/download.asp?docid=25400744&;nd=1119


3. WHAT'S HOT?
Sanders Morris Harris offers its insights into the combination of
two energy sector giants.

The firm offers its opinion on the deal both from a Dynegy (DYN) and
Enron perspective (ENE). Enron's swift rise and fall is discussed as well
as possible collateral damage and issues to be dealt with as the merger
proceeds. (3-page report for purchase - $10)
http://www.multexinvestor.com/download.asp?docid=25525249&;nd=1119


4. INVESTORS' CHOICE: 3-DAY FAVORITE
RBC Capital Markets reports its findings after a recent trip to
5 Silicon Valley network solutions providers.

The analysts recently visited Extreme Networks (EXTR), Juniper
(JNPR), Riverstone (RSTN), ONI Systems (ONIS), and Finisar (FNSR).
They relate individual company findings and offer a forward-looking
industry-wide opinion. (3-page report for purchase - $10)
http://www.multexinvestor.com/download.asp?docid=25456311&;nd=1119


5. THIRD-PARTY REVIEW
Standard & Poors profiles the NYSE's most capitalized company,
General Electric (GE).

S&P provides an overview, business summary, and industry outlook for GE.
Also included in the report, a peer group comparison, recent news headlines,
Wall Street analysts' consensus opinions, and S&P's fair value for
the stock. (5-page report for purchase - $5)
http://www.multexinvestor.com/download.asp?docid=407622&;nd=1119


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Online advice and chats
-----------------------------------------

1. ASK THE ANALYST
Schaeffer's Research's Bernie Schaeffer believes recent strength is nothing
more than a bear rally.

While impressed with the market's broad move higher since Sept. 21, Schaeffer
says to keep an eye on the exit door. Why does he believe bulls will ultimately
succumb to selling pressure? He can answer questions through today Mon.,
Nov. 19, 5 PM ET. Ask the analyst.
http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=1119

Can your portfolio be fixed? Discover tactics to help you approach your fallen
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CyberSeminar - "HOW TO REPAIR BROKEN STOCKS". Click here
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2. ASK THE EXPERT
American Century Investment's Karen Burnett talks about choosing a retirement
plan for your business.

Choosing a retirement plan for your business or yourself is one of the most
important financial decisions you will make. Karen Burnett of American Century
Investments will take your questions until Thurs., November 29.
Click here
http://www.multexinvestor.com/AskTheExpertForm.asp?&;nd=1119



Free and sponsored reports
-----------------------------------------

1. FREE RESEARCH REPORT
Robertson Stephens discusses telecom underachiever Lucent's (LU) future
following its analyst meeting.

The firm provides a rather skeptical view of Lucent's prospects, despite new
product announcements in their optical, packet-based, access, and wireless
businesses. This ten-page report, which usually sells for $25, is free to
members for the next 72 hours.
http://www.multexinvestor.com/download.asp?docid=25466802&;nd=1119


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Morgan Stanley sets a $43 price target on ADRs of Spanish telecom service
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