In today's edition of the Daily Update, Ben Macklin, senior analyst
at eMarketer, does the math for readers curious to know if Comcast
(CMCSK ) paid a fair price for AT&T's (T) broadband business. Also today,
equity research columnist Dave Sterman reads the mood on Wall Street and
explains which telecom companies analysts believe have bottomed out, and
which are even turning their fortunes around.

We also feature the most popular reports downloaded by our
readers during the past week, and feature a report from Morgan
Stanley on Fiserv (FISV), which you can read free of charge by
registering for the firm's free research trial, available exclusively to
Multex Investor members like you.

You can also see the most popular tickers and sectors searched by your
peers by clicking here:
http://www.multexinvestor.com/cs_hot.asp?target=/stocks/companyinformation/analystresearch/whatshot&nd=0201

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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
What is the value of the digital home?
Comcast is paying approximately $5,830 for each AT&T
Broadband household. Is this a fair price?

By Ben Macklin, senior analyst, eMarketer

Comcast (CMCSA) is in the process of acquiring AT&T's (T)
broadband unit and its 12 million cable households for
approximately $70 billion. Comcast's investment equates to
approximately $5,830 per AT&T Broadband household.  Is this a
fair price?

As has been widely reported, this deal will create the largest cable
company in North America, with 22.3 million subscribers. The
current value of the digital home is far less than what Comcast is
currently paying, but the future digital home may hold great
potential.
Click here to read more.
http://www.multexinvestor.com/article.asp?docid=6635&nd=0201


2. INVESTMENT IDEAS
Exiting 2001 on a high note
The telecom sector took it on the chin last year, but some companies
gave brighter guidance for 2002.

By Dave Sterman

For the second straight year, the telecom sector took it on the chin. Many
companies are now bagging a fraction of the revenues they garnered just
a few years ago. But word has quietly spread that the industry may have
bottomed and that 2002 may bring better returns.

Click here to read more.
http://www.multexinvestor.com/article.asp?docid=6637&nd=0201


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


1. INVESTORS' CHOICE: 3-DAY FAVORITE
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.multexinvestor.com/download.asp?docid=25966746&nd=0201


2. TODAY'S SPECIAL REPORT
Lehman Brothers comments on the 2002 growth potential for telecom
equip. vendors in China.

Lehman discusses how wireless and data-networking equipment
vendors should fare in China this year and beyond. Corporate
spending, CDMA, handsets, mobile licensing all discussed.
Implications for CSCO, MOT, NOK, LU, NT, and more. (9-page
report for purchase - $25)
http://www.multexinvestor.com/download.asp?docid=26050081&nd=0201


3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE
Legg Mason identifies its favorites for investors in the electric utility
space.

No stock or sector commentary, but the firm lists 4 high yield
equity ideas, 3 income and growth ideas, and 7 preferred stock
ideas. Also, 94 other top yielding preferreds and a complete
coverage list with fundamental data. (7-page report for purchase -
$25)
http://www.multexinvestor.com/download.asp?docid=26008756&nd=0201


4. THIRD-PARTY REVIEW
Market Edge provides access to its "Second Opinion" service.

Market Edge's service allows investors to input a selected stock and
instantly receive an investment opinion coupled with detailed technical
analysis information including price, volume, and moving average data.
(web-based analysis for purchase - $5)
http://www.multexinvestor.com/download.asp?docid=21804293&nd=0201


5. WHAT'S HOT?
Morgan Keegan discusses 12 communications stocks in various industry
segments.

The firm offers opinions on Qwest (Q), Level 3 (LVLT), and
Worldcom (WCOM) in long haul, Citizens (CZN), BellSouth (BLS),
& Verizon (VZ) in local access, UNWR, LWIN, & PCS in wireless
and Dycom (DY) and MTZ in periphery services. (5-page report
for purchase - $10)
http://www.multexinvestor.com/download.asp?docid=25992861&nd=0201


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


1. ASK THE ANALYST
Rabbitt Analytics's Paul Rabbitt discusses his continuing optimism on
the economy and stock market.

Explaining that an increase in investor pessimism is good for the market,
Rabbitt elaborates on his bullish position. Why is he so sure things will
get better and what stocks does he like? Feel free to pose him your
questions through tonight Fri., Feb. 1, 5 PM ET. Ask the analyst.
http://www.multexinvestor.com/AskTheAnalystForm.asp?&nd=0201

Find the right stocks to own in this market. Get Rabbitt's Daily Rankings
for Free. Click here http://www.multexinvestor.com/jp.asp?id=nl_MIN020102_A4


2. ASK THE EXPERT
Ronald E. Newton with Insurance.com talks about how much auto
insurance you really need.

In reality, there is often a large gap between the insurance you're
required to carry and what you should carry.  Ask Ronald E. Newton of
Insurance.com your questions.  He will take investor questions until
Thurs., Feb. 7.
http://www.multexinvestor.com/AskTheExpertForm.asp?&nd=0201


3. TRANSCRIPTS
On Wednesday, Steve Lord, editor of The Adivsor's Digest, participated
in a live Q&A session with investors on the site. Here is one of the many
questions he answered.

Question: In 1973-74, more than one-third of the value of the S&P
500 was erased and Warren Buffett said that it was the time to
invest and get rich. Is it that time again?

Steve Lord: Buffett has recently come out and said he expects a five to
eight year dry spell following the party we've all just been through. So
you can figure we've got at best a three year dry spell left. Buffett also
said that the length of the hangover is directly proportional to the length
of the party. And personally, I remember from my college days that the
length of the hangover can exceed the length of the party! There's
nothing I've seen that indicates that Buffett is remotely bullish on
anything concerning the broader market.

Click here for Lord's complete transcript
http://www.multexinvestor.com/LiveEvents/Article.asp?target=/liveevents/article/home&ForumID=42&DocID=6620&nd=0201

Click here for access to Multex Investor's FREE transcript database
http://www.multexinvestor.com/LiveEvents/Search.asp?target=/liveevents/search/query&nd=0201



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


1. FREE RESEARCH REPORT
Kintisheff Research speculates on Cisco's results prior to its earnings
release.

Kintisheff believes Cisco may have had a good quarter based on
purchasing data from both component suppliers and equipment
customers. Graphs, charts, and financials. This 9-page report, which
usually sells for $25, is free to members for the next 72 hours.
http://www.multexinvestor.com/download.asp?docid=26104706&nd=0201


2. DAILY FREE SPONSOR REPORT
Morgan Stanley sets a $45 price target on "outperform"-rated Fiserv
(FISV).

The firm explains its valuation methodology and investment strengths
and risks for this provider of high-tech and Internet services to the
financial services industry. Register for the firm's free-research trial to
access research on this and other stocks.
http://www.multexinvestor.com/download.asp?docid=4422604&sid=8&nd=0201


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Be sure to check out our other newsletters, The Internet Analyst
and The Telecomm Analyst by Multex.com. The newsletters will
inform, educate, and entertain you with usable investment data,
ideas, experts, and info about the Internet and telecommunications
sectors. To see this week's issue,
click here:
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