Enron Mail

From:1.10043390.-2@multexinvestornetwork.com
To:jwillia@enron.com
Subject:November 27, 2001 - Stimulating times
Cc:
Bcc:
Date:Mon, 26 Nov 2001 21:08:41 -0800 (PST)


Read what independent analyst Charles Payne has to say about potential market
stimuli for the week.

We also feature a report from columnist Dave Sterman, who discusses Internet
stocks with momentum; among our featured analyst research, independent firm
123Jump.com examines Internet stocks with cash to spare.

Members can also take advantage of an opportunity to sign up for free reports
from Morgan Stanley and read about Web infrastructure firm Loudcloud (LDCL),
among others.

You can also link directly to our research page, which features synopses
of broker and free reports, by clicking here:
http://www.multexinvestor.com/article.asp?docid=4554&;nd=1127

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Below
--------

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


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

1. INVESTMENT STRATEGIES
Stimulus is the key going forward
Investors themselves, and not any single outside force, may
generate a further market rally.

By Charles Payne, founder, CEO, and principal analyst, Wall Street Strategies

With Thanksgiving smack dab in the middle of the week, it was hard determining
what the market wanted to do or where investors' heads were at. After all, the
market seemed to be running on empty until the holiday-shortened Friday
session, when the market zoomed. Of course, sticking with the engine analogy,
nay-sayers will say that the market was just rolling downhill, benefiting from an
abbreviated session that saw lighter-than-normal volume. I would agree that
Fridays session wasnt an apples-to-apples comparison with regular sessions--it
was more like running a soapbox derby racer versus an open-wheel Indy-type
car that the market typically runs during a full session. According to those folks
that dont believe in the current market rally, Fridays results were amusing and
even entertaining, but of no enduring value.

It would be easy to write the session off as a day-race that held little value in the
grand scheme of things, but that would be a big mistake. In the soapbox derby,
gravity draws the homemade racers down a modest hill. The same could have
happened to stocks on Friday. Instead stocks climbed up that same modest hill.
Stocks defied both gravity and the naysayers by trading higher and higher as the
day went on. There is a message in that achievement: I think it tells us that when
left to its own devices, the market wants to rally higher. Sure, when there are
earnings reports, economic data, brokerage downgrades, wars, unemployment,
fear, and warnings from corporate America, the race becomes akin to handling a
high-performance race car and turning corners at 180 miles an hour. It isnt as
easy as it looks.

Click here to read more.
http://www.multexinvestor.com/article.asp?docid=4549&;nd=1127


2. INVESTMENT IDEAS
Models of success?
Surviving Internet players have better business models, but share
prices may still be too high for some.

By Dave Sterman

In a few weeks, 2001 will come to a close, putting the wraps on a forgettable year
for the Internet sector. Many firms have already headed for bankruptcy, and other
weaker players are also expected to shutter operations later in the winter.

But investors are clearly focusing on the eventual winners in the Internet space,
as share prices for healthier companies have been soaring in recent weeks. This
week, we went looking for net stocks that are still growing and appear firmly in
the "survivor" category.

We specifically looked for Web-oriented companies that are boosting sales at a
heady clip. As the accompanying table shows, these stocks have also seen their
shares rise sharply, leading to the question: are they still a bargain?

Click here to read more.
http://www.multexinvestor.com/article.asp?docid=4547&;nd=1127



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

1. TODAY'S SPECIAL REPORT
Robertson Stephens reports on the current state of the nation's 4
regional bell operating companies.

A collective and individual take on BellSouth (BLS), Verizon (VZ),
Qwest (Q), and SBC (SBC) is provided, as well as investment conclusions.
Valuation, long-distance, DSL/data service, wireless, and competition are
discussed. (80-page report for purchase - $150)
http://www.multexinvestor.com/download.asp?docid=25610009&;nd=1127


2. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE
CIBC World Markets discusses its view of cable and satellite
television providers.

CIBC explains its positions on both the cable and satellite
sectors. It identifies its favorite cable company and one its finds
"increasingly interesting," and discusses the proposed EchoStar (DISH)/GM-
Hughes (GMH) merger. (21-page report for purchase - $75)
http://www.multexinvestor.com/download.asp?docid=25575286&;nd=1127


3. WHAT'S HOT?
Prudential Securities explains why communications chip investors
should watch government spending.

In this report, a discussion of how new government spending trends could have
an impact on companies producing communications semiconductors. Affected
companies as well as positive and negative scenarios are discussed. (4-page
report for purchase - $10)
http://www.multexinvestor.com/download.asp?docid=25557033&;nd=1127


4. INVESTORS' CHOICE: 3-DAY FAVORITE
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=1127


5. THIRD-PARTY REVIEW
123Jump.com makes the case for several cash-healthy Internet
stocks.

Five stocks are identified with strong growth potential in
addition to attractive cash positions at present. Caution is urged with regards to
companies with potentially high burn rates and unsustainable growth prospects.
(6-page report for purchase - $25)
http://www.multexinvestor.com/download.asp?docid=25536903&;nd=1127


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

1. ASK THE ANALYST
Market Edge's Tom Ventresca explains how to profit from industry group
analysis.

Ventresca discusses how Market Edge's proprietary Power Ratings system can
help you identify the strongest stocks in the strongest sectors. Can this system
boost your portfolio returns? You can pose him questions until Wed., Nov. 28.
Ask the analyst.
http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=1127

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unbiased, computer generated BUY-HOLD-SELL opinions on 4,700 stocks and
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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.
http://www.multexinvestor.com/AskTheExpertForm.asp?&;nd=1127


3. TONIGHT'S LIVE EVENT
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about creating your own private pension. Click here
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Free and sponsored reports
-----------------------------------------

1. FREE RESEARCH REPORT
Robert Baird & Co. takes a look at the business process outsourcing industry.

Baird analysts provide an update on developments among financial processing
companies. Industry charts, graphs, insights, and a featured stock highlight their
analysis. This 19-page report, which usually sells for $50, is free to members for
the next 72 hours.
http://www.multexinvestor.com/download.asp?docid=25575154&;nd=1127


2. DAILY FREE SPONSOR REPORT
Morgan Stanley sets a $6 price target on Web infrastructure solutions maker
Loudcloud (LDCL).

The firm believes in LDCL's technology team, and argues that the company has
a "first-mover advantage in the market." Register for the firm's free-research
trial to access research on this and other stocks.
http://www.multexinvestor.com/download.asp?docid=20374475&;sid=8&nd=1127

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