TODAY: Business-to-business e-commerce has been buried before, but
despite unfulfilled expectations and goals bordering on naivete, it
continues to find new adepts, as eMarketer senior analyst Steve Butler
explains in a pair of articles. Also, contributing editor Shannon
Swingle discusses B2C e-commerce via a familiar medium--your television.

Finally, Multex Investor members like you can take advantage on an
exclusive free offer and read a report from Morgan Stanley on Openwave
Systems (OPWV) by registering for the firm's free research trial offer.
See details below.

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Below
---------

Investment ideas
Broker reports
Free and sponsored reports

==============================================================


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

1. B2B insights: Internet-based trading networks chip at EDI base
EDI networks stand to lose a lot of business as companies move their purchasing to the Internet.

By Steve Butler

Electronic data interchange (EDI) networks operated by companies such as
General Electric's (GE) Global eXchange Services division are vastly
larger than those operated any Internet-based trading exchange. But time
may be running out faster than a pharmaceutical patent, as cheaper,
potentially more ubiquitous Internet-based exchanges gear up and add
clients both big and small.

For the time being, however, the private EDI operators are in the
driver's seat. As the biggest EDI network operator, GE GXS estimates
that there are more than 100,000 trading partners connected through its
systems, trading more than $1 trillion in transactions annually. The
Giga Information Group estimates that approximately 50,000 trading
partners connect to each other using IBM's (IBM) value-added networks.

Click here to read more:
http://www.theinternetanalyst.com/article.asp?docid=6502&nd=0131


2. B2B TV: Interactive software dawns
Cable's upgrade to a digital platform is driving iTV.

By Shannon Swingle, contributing editor

"500 channels and still there's nothing to watch" may have been what
viewers used to say in the early days of cable and satellite. But this
is the beginning of a new era in television. Not only are channels
getting better and more interesting, but viewers are now being invited
to interact with this medium. And it's interactivity that may make all
the difference.

Click here to read more:
http://www.theinternetanalyst.com/article.asp?docid=6411&nd=0131


3. B2B insights: The EnronOnline diaspora
Online energy trading has been orphaned, not aborted

By Steve Butler, senior analyst, eMarketer

Although the company is now defunct, and while its behavior has taken a
serious financial toll on many individuals and companies, Enron's legacy
also includes its role as an Internet trailblazer. Indeed, by its sheer
size and ambition, the company was able to change the way that its
competitors traded, permanently and significantly altering both the
energy sector and the Internet.

To get an idea of the magnitude of what we're dealing with, according to
company data, Enron's (ENE) Internet-based trading exchange,
EnronOnline, was processing about 4,000 transactions per day worldwide,
with an average deal size of about $500,000, by September of 2001. At an
annualized rate, the notional value of online transaction activity
conducted through EnronOnline was approximately $510 billion--a healthy
increase from the $101 billion in transactions during 2000.

Click here to read more:
http://www.theinternetanalyst.com/article.asp?docid=6425&nd=0131


4. Pent-up aggression: Can EMC (EMC) stay atop the data storage mountain?
Still the market share king, margins and analyst confidence are waning for this former stalwart

By Dave Sterman, equity research columnist

The boom in data storage has become a bust. Prices for data storage gear
have plunged as heavy competition has led to fierce price wars. Few have
taken a deeper hit from the storage sector's comedown than industry
leader EMC (EMC).

Shares of EMC, which hit the triple-digit mark in late 2000, plunged to
$11 a year later. But after reporting last week that fourth quarter
sales rose by 25 percent sequentially, shares of EMC have rebounded and
are now 50 percent higher than their October nadir. Speculation abounds
that the company, and the entire data storage sector, are poised for a
comeback.

Click here to read more:
http://www.theinternetanalyst.com/article.asp?docid=6507&nd=0131


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==============================================================


Broker reports
-----------------------------------------

1. WHAT'S HOT?: And the nominees are.

Bear Stearns publishes a 'top ten list' of Internet security predictions
for 2002.

After a page of general sector commentary, the firm discusses its list;
#3 prediction calls for more sophisticated virus attacks, #6 prediction is
that the biometric hype fizzles, #10 predicts security vendor stocks that
will outperform. (4-page report for purchase - $10)
http://www.theinternetanalyst.com/download.asp?docid=25966746&nd=0131


2. SPECIAL REPORT: Freemarkets' price is right

The firm makes a valuation-based bullish investment case for
this B2B services company. An investment overview, valuation analysis,
analyst report, peer comparison, and grades on growth, profitability,
and financial health all included. (3-page report for purchase - $10)
http://www.theinternetanalyst.com/download.asp?docid=21260335&nd=0131


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

1. FREE RESEARCH REPORT:
Laying the foundation

In the report, C.E. UT identifies its top pick for 2002 and reviews 8
stocks in its coverage universe including BEAS, CHKP, CTXS, ISSX, NETE,
NUAN, RSAS, and SPWX. This 14-page report, which usually sells for $50,
is free to members for the next 72 hours.
http://www.theinternetanalyst.com/download.asp?docid=25935024&nd=0131


2. FREE SPONSOR REPORT:
Morgan Stanley calls Openwave Systems (OPWV) the "premier proxy for wireless Internet adoption."

The firm lists key investment strengths and risks for this
"neutral-volatile" rated stock, and explains how it sees the company
growing through both mergers and acquisitions as well as internal
development. Multex Investor members like you can access this report for
free by registering for the firm's free-research trial.
http://www.theinternetanalyst.com/download.asp?docid=20255845&sid=8&nd=0131


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