TODAY: Ben Macklin, senior analyst with eMarketer, dissects the acquisition
price of AT&T's (T) broadband unit by Comcast (CMCSA). We also offer a pair of
perspectives on e-commerce, which seems to be making a comeback in some
circles.

Also below, we offer Multex Investor members an exclusive opportunity to sign
up for a free research trial from Morgan Stanley, and to read up on JDS
Uniphase (JDSU).


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Below
---------

Investment ideas
Broker reports
Free and sponsored reports

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

1. Strong buys: Enterprise is looking up
There is cautious optimism among enterprise software developers.

By Shannon Swingle, contributing editor

Business could be picking up for enterprise software companies, but only a few analysts
are moving into upgrade territory. The most recent quarterly reports for a handful of
companies showed strong results, but only time will tell.

This week, two enterprise software companies in Multex's Internet index have moved
into the "strong buy" territory among the average recommendations. Those companies are
Mercury Interactive (MERQ) and Siebel Systems (SEBL). So what is making analysts
take notice of these companies?

Click here to read more:
http://www.theinternetanalyst.com/article.asp?docid=6611&nd=0207


2. Broadly viewed: 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.theinternetanalyst.com/article.asp?docid=6635&nd=0207


3. Take a bow: Can eBay give investors an encore?
The company is confident that it can maintain super-fast growth, and analysts agree.

by Dave Sterman, equity research columnist

The economic landscape is littered with the carcasses of dot-coms that tried but
failed. Only one firm can say that it consistently delivered on its initial growth
metrics: eBay (EBAY). In 1998, when the online auction company went public, it
was set to bag some $86 million in revenue. Three years later, that figure has
exploded to $749 million, and operating profits have risen thirteen-fold.

With shares of eBay trading at lofty heights, investors are clearly expecting more strong
growth to come. Can eBay deliver? The answer, according to those who analyze the
company, is a resounding "yes."

Click here to read more:
http://www.theinternetanalyst.com/article.asp?docid=6765&nd=0207


4. E-commerce insights: E-commerce comes out from under the shadows
Companies used to be reluctant to discuss Internet sales, but are now breaking the silence

By Steve Butler, senior analyst, eMarketer

Until recently, many companies were reluctant to discuss e-commerce because
they did not want to share their strategies with competitors. Today, however,
companies announce e-business initiatives to show that they are in tune with the
times and prepared to face tough competition in the future.

By comparing a company's e-commerce activity to that of its competitors, shareholders
may gain insight into how well management has grasped the main issues of e-business,
developed an integrated technology strategy, and executed its vision.

Click here to read more:
http://www.theinternetanalyst.com/article.asp?docid=6769&nd=0207


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

1. SPECIAL REPORT: You've got earnings

FBR's analysts suggest that investors ignore the open access question and
focus on the content growth capabilities of the company. The firm breaks down results by
business segment and provides its current investment opinion. (7-page report for purchase
- $25)
http://www.theinternetanalyst.com/download.asp?docid=26126718&nd=0207


2. WHAT'S HOT?: 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=0207


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

1. FREE RESEARCH REPORT:
The scoop on AOL

In addition to its standard scorecard for a variety of metrics,
including growth, profitability, and financial health, the firm gives an unusually
unequivocal "buy" recommendation to the stock, which it believes is undervalued.
This three page report, which is usually sold for $10, is free to Multex Investor
members like you for the next 72 hours.
http://www.theinternetanalyst.com/download.asp?docid=21427461&nd=0207


2. FREE SPONSOR REPORT:

Morgan Stanley says that JDS Uniphase (JDSU) remains "well positioned to gain share in the optical component market."

The firm gives JDSU a "neutral-volatile" rating, saying "we would be buyers of the stock
in the $6 range." To read its assessment of key strengths and weaknesses, register for the
firm's free-research trial and get the report for free.
http://www.theinternetanalyst.com/download.asp?docid=26159265&sid=8&nd=0207


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