To: IQBAL LATIF who wrote (28763 ) 9/10/1999 10:25:00 AM From: IQBAL LATIF Respond to of 50167
A Quartet With Great Marketing Appeal By Dean Tomasula Looking for a play in Internet stocks? Analysts and investment banks contributing research to Multex.com have identified the most followed companies this week in The Internet Analyst'sSM universe of 150 stocks: ISS GROUP (ISSX: research, earnings): Dain Rauscher Wessels rates the shares of ISS GROUP a STRONG BUY, with a price target of $50. The brokerage said its recently announced acquisition of Netrex, a remote security monitoring and management firm, reaffirms ISS GROUP's commitment to the managed security services market. It also extends the company's channel of delivery services. The brokerage forecasts 1999 EPS of $0.13, and 2000 EPS of $0.30. For 3Q99, the company is forecast to earn $0.03 per share, and $0.05 per share for 4Q99. Shares of ISS GROUP were trading at $24.75 early on September 3. There were 29 new reports about the company added to the Multex.com database last week. In August, research about the company was downloaded 43 times. CISCO SYSTEMS (CSCO: research, earnings): Morgan Stanley Dean Witter reiterated its STRONG BUY rating on the shares of CISCO SYSTEMS, saying the company's announced $2 billion deal with IBM (IBM: research, earnings) and a strategic alliance with IBM Global Services was a positive event. The deal will enable CISCO SYSTEMS to replace some of IBM's switching products with its own local area network and wide area network switches and router products, and further consolidates the company's stranglehold on the data networking industry. The company's shares were trading at $70.12 early on September 3. There were 76 new reports about the company added to our database last week. In August, research about the company was accessed 368 times. FATBRAIN.COM (FATB: research, earnings): The shares of FATBRAIN.COM are rated a STRONG BUY, with a price target of $25, by USBancorp Piper Jaffray. The brokerage said the company's launch of its eMatter document distribution service was "a bold initiative that takes a revolutionary approach to the problem of knowledge transfer" and will enable the company to break out of its current niche and become a significant player in the market for Internet-based document distribution. The brokerage forecasts a loss of $1.23 per share for 1999 and a loss of $2.68 per share for 2000. For 3Q99, it forecasts a loss of $0.38 per share and a loss of $0.32 per share for 4Q99. The company's shares were trading at $20.12 early on September 3. CYBERSOURCE (CYBS: research, earnings): C.E. Unterberg, Towbin rates the shares of CYBERSOURCE, a provider of e-commerce transaction services, a STRONG BUY. The brokerage said the company recently announced a partnership with Visa to co-promote an Internet fraud screening service. This partnership, it noted, is a "significant and strong positive" for CYBERSOURCE. The brokerage forecasts a loss for 1999 of $1.35 per share and a loss for 2000 of $1.21 per share. For 3Q99, it forecasts a loss of $0.35 per share, and a loss of $0.32 per share for 4Q99. The company's shares were trading at $33.37 early on September 3. There were eight new reports about the company added to out database last week.