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Subject:November 20, 2001 - Top ten tech picks, healthcare, and network
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Date:Mon, 19 Nov 2001 21:08:57 -0800 (PST)

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Whats in a name? Maybe something after all, as Dave Sterman discusses
in a feature about stocks with the word "digital" in their name. We
encourage members to download free research from Morgan Stanley on
Sprint PCS (PCS) affiliate US Unwired (UNWR), and a free Lehman Brothers
report on healthcare stocks.
Gesundheit!

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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
Gone digital
Companies with digital in their names seem to be on a roll.

By Dave Sterman

Whats in a name? Plenty, if youre talking about the word "digital."
Screening for fast-growing Net stocks, we found that three of them use
that ubiquitous moniker in their title. Recently, we chronicled the bright
prospects for Digital Insight (DGIN).

This week, were looking at the other digitals, and found a pretty
ompelling investment case for each of those as well. Both DigitalThink
(DTHK) and Digital River (DRIV) are taking advantage of the unique selling
properties associated with the Web.

Click here to read more.
http://www.multexinvestor.com/article.asp?docid=4361&;nd=1120


2. INVESTMENT IDEAS
Charge!!!
Consumers came to the rescue of retailers, and individual investors
will come to the rescue of the street.

by Charles Payne, founder, chief executive officer and principal analyst, Wall
Street Strategies

Last week saw a marked contrast to the previous week as the Northern Alliance
went from the Keystone Cops to a liberating rebel force, pushing the Taliban
back on their heels (or on their toes, as they scatter to caves and tunnels in
the southern part of Afghanistan). Wall Street mavens and the media suggested
that stocks were pushed higher by the war victories, and while I agree that
the prospect of a short war is a positive element for the market, I believe
that the week's success had some domestic ingredients as well. In fact, I think
the most telling moment of the week came when retail sales figures were released
last Wednesday, once again beating expectations.

In the previous week, many observers were surprised to see that consumer
sentiment (as monitored by the Michigan survey) came in well above estimates,
and was quickly dismissed as some type of fluke. After last week, though, I
dont think anyone can question the resolve of the American consumer.
http://www.multexinvestor.com/article.asp?docid=4401&;nd=1120



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

1. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE
Crowell, Weedon, & Co. identify their favorite names in the tech
space.

The analysts list stocks they feel will "emerge from the recession
in enhanced competitive positions." In addition to their "top 10"
discussion, they identify 21 tech "outperformers" as well as 24
"underperformers." (10-page report for purchase - $25)
http://www.multexinvestor.com/download.asp?docid=25517283&;nd=1120


2. WHAT'S HOT?
RBC Capital Markets reports on early spending indications in the
sector.

The firm provides an industry-wide picture and cites two factors
driving SAN-related expenditures. They analyze increased govt. and
private sector spending, and identify four companies poised to benefit
from current trends. (2-page report for purchase - $10)
http://www.multexinvestor.com/download.asp?docid=25517155&;nd=1120


3. 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=1120


4. THIRD-PARTY REVIEW
Renowned independent research firm, The Motley Fool, provides its
monthly securities analysis.

In Novembers Select issue, TMF identifies some of the mutual fund
industrys best money managers and they provide analysis of Check Point
Software (CHKP), Medarex (MEDX), Abgenix (ABGX), and Ambassador
International (AMIE) (23-page report for purchase - $10)
http://www.multexinvestor.com/download.asp?docid=25560342&;nd=1120


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

1. ASK THE ANALYST
PowerOptionsPlus.coms Victor Schiller tells how to run a portfolio like
cash-generating business.

Schiller explains how you can produce extra portfolio cash by selling call
options on stock you currently own. How do call options work and how much
cash can they generate for you? Pose him questions on this subject until
Fri, Nov. 23. Ask the analyst.
http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=1120

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2. ASK THE EXPERT
American Century Investments 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=1120


3. TODAY'S LIVE EVENT
Chat LIVE TODAY at 4:00pm ET and learn about the exciting
revolution going on in the alternative energy sector

Today at 4:00pm ET, Glen Hilton, Portfolio Manager for
Montgomerys New Power Fund, will answer your questions about the
exciting revolution going on in the alternative energy sector.
Click here
http://www.multexinvestor.com/LiveEvents/Article.asp?target=%2Fliveevents%2Farticle%2Fhome&ForumID=42&DocID=4259&nd=1120


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

1. FREE RESEARCH REPORT
Lehman Brothers offers an optimistic outlook on health care service stocks.

Lehman offers five reasons why health care facility stocks could be headed in an
upwards direction. Also, some commentary on recent corporate developments in
the sector. This 11-page report, which usually sells for $25, is free to members
for the next 72 hours.
http://www.multexinvestor.com/download.asp?docid=3710747&;nd=1120


2. DAILY FREE SPONSOR REPORT
Morgan Stanley sets a $15 price target on Sprint PCS (PCS) affiliate US Unwired
(UNWR).

Discover which factors outweigh investment risks, leading to an "outperform"
rating on UNWR stock. Register for the firms free-research trial to access
research on this and other stocks.
http://www.multexinvestor.com/download.asp?docid=20474856&;sid=8&nd=1120


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