TODAY: We feature Deloitte Research chief economist Carl 
Steidtmann, who responds to last week's column by Lawrence 
Kudlow and disparages tax relief, plus Internet stocks making 
a comeback, and research from Stephens Inc. and Dain Rauscher 
Wessels.

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FEATURED ARTICLES AND RESEARCH THIS WEEK INCLUDE:

1. BUY RATINGS: Fool me twice, shame on me
Amazon fights investor skepticism despite improvements down the line 

2. BUCKING THE TREND: Internet stocks that keep rising
Three e-business stocks that defy the new conventional wisdom

3. ECONOMIC PROGRESSION: Tax facts and fantasy
The tech sector needs a tax cut like an overweight person needs a 
Big Mac and fries.

4. TOP 10: Most recommended Internet stocks
This week's selection includes Intuit (INTU), AOL-Time Warner (AOL), 
and Jack Henry & Associates (JKHY).

5. VENTURE CAPITAL: Don't believe the hype
Venture capitalists reshape their priorities

6. ADVERTORIAL: The real deal: survival kit
Investing for the end of the world

7. HOT REPORT: Is this just in time?
Dain Rauscher Wessels reviews three collaborative commerce software 
stocks.

8. SPECIAL REPORT: Internet stock roundup
Dain Rauscher Wessels reviews earnings news and competitive 
developments.

9. EDITOR'S PICK: Vertical Internet leaps
Stephens Inc. analyzes the impact of Internet adoption on select 
industry verticals.

10. FREE SPONSORED REPORT: Morgan Stanley sets a $30 price target 
on semiconductor designer Silicon Laboratories (SLAB).

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Scroll down and click links below to go right to a specific article:

1. BUY RATINGS: Fool me twice, shame on me
Amazon fights investor skepticism despite improvements down the line 

Contributing editor Shannon Swingle reports on what Amazon has done 
lately, why some analysts think it might be time to consider Amazon's 
investment potential, and how the granddaddy of e-commerce compares 
to online auction king eBay.
Click here.
http://www.theinternetanalyst.com/Analysts/ArticleTIA.asp?ForumID=39&DocID=3521

2. BUCKING THE TREND: Internet stocks that keep rising
Three e-business stocks that defy the new conventional wisdom

The right business model just might allow Web-based companies to 
use the Internet as a trampoline with which to vault over their 
bricks-and-mortar competition, and equity research columnist Dave 
Sterman discovers why analysts are touting three such stocks.
Click here.
http://www.theinternetanalyst.com/Analysts/ArticleTIA.asp?ForumID=39&DocID=3591


3. ECONOMIC PROGRESSION: Tax facts and fantasy
The tech sector needs a tax cut like an overweight person needs a 
Big Mac and fries.

According to Carl Steidtmann, chief economist at Deloitte Research, 
"No amount of tax incentives or Fed easing is going to create a 
pickup in high tech investment." He repudiates Lawrence Kudlow's 
article and proposes an innovative solution of his own. 
Click here.
http://www.theinternetanalyst.com/Analysts/ArticleTIA.asp?ForumID=39&DocID=3589


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4. TOP 10: Most recommended Internet stocks
This week's selection includes Intuit (INTU), AOL-Time Warner (AOL), 
and Jack Henry & Associates (JKHY).

Presenting the latest valuation and analyst recommendation data from 
Multex's proprietary stock-screening tool applied to the universe of
The Internet Analyst stocks. See tables sorting the top 10 stocks 
according to the highest average recommendation.
Click here.
http://www.theinternetanalyst.com/Analysts/ArticleTIA.asp?ForumID=39&DocID=1580


5. VENTURE CAPITAL: Don't believe the hype
Venture capitalists reshape their priorities

Equity research columnist Dave Sterman reports on the lessons that 
VC firms have learned from their past errors. According to a survey 
conducted by Vega Consultants, tall talking is out and strong 
management teams are in. 
Click here.
http://www.theinternetanalyst.com/Analysts/ArticleTIA.asp?ForumID=39&DocID=3536


6. ADVERTORIAL: The real deal: survival kit
Investing for the end of the world

Charles Payne, Founder, Chief Executive Officer and Principal Analyst, 
Wall Street Strategies, paints a hypothetical investment scenario 
for a hypothetical Apocalypse, and runs down the list of his 
favorite picks among the survivalist's checklist of staples.
Click here.
http://www.theinternetanalyst.com/Analysts/ArticleTIA.asp?ForumID=39&DocID=3605


7. HOT REPORT: Is this just in time?
Dain Rauscher Wessels reviews three collaborative commerce software 
stocks.

The firm urges investors to take "a more constructive view" of the 
Web-based B2B sector and reviews i2 Technologies (ITWO), Retek 
(RETK), and SAP (SAP), which have "rebounded nicely" despite poor 
business fundamentals. (2-page report for purchase - $10)
Click here.
http://www.multexinvestor.com/download.asp?docid=25189629


8. SPECIAL REPORT: Internet stock roundup
Dain Rauscher Wessels reviews earnings news and competitive 
developments.

The firm analyzes scores of stocks, a dozen of which are exposed 
to the Internet sector, including BEA Systems (BEAS), PeopleSoft 
(PSFT), Watchguard Technologies (WGRD), SAP (SAP), Oracle (ORCL), 
and Microsoft (MSFT). (21-page report for purchase - $75)
Click here.
http://www.multexinvestor.com/download.asp?docid=25230547


9. EDITOR'S PICK: Vertical Internet leaps
Stephens Inc. analyzes the impact of Internet adoption on select 
industry verticals.

The firm notes accelerated adoption of Web-based technologies in 
healthcare as part of an effort to streamline financial processes, 
investigates stocks in five industry verticals and initiates 
coverage of three Web stocks. (84-page report for purchase - $150)
Click here.
http://www.multexinvestor.com/download.asp?docid=25149993


10. FREE SPONSORED REPORT: Morgan Stanley sets a $30 price target 
on semiconductor designer Silicon Laboratories (SLAB).

The firm says SLAB "could become one of the most exciting stocks" 
in the industry and that "new product revenue growth" will drive 
the stock price higher. Register for the firm's free-research 
trial to access research on this "strong buy" rated stock.
Click here.
http://www.multexinvestor.com/download.asp?docid=4379423&sid=8

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

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