FROM THE MAGAZINE The Era of Efficiency
More and more, companies are judging tech investments by the sober criterion of what will save them the most money
DEFENSIBLE NICHES
Little Niches That Grew
Companies such as Scientific-Atlanta and Nvidia are hitting it big by actively keeping their focus small
Red-Hot in Firewalls
Check Point Software Technologies has been beating the likes of Cisco Systems at selling the latest in security software
COMPUTERS
Less Is More
After years of selling high-powered servers, computer makers are discovering that customers want smaller, simpler ones
SEMICONDUCTORS
UMC: No. 2, and Trying Harder
The contract chipmaker is catching up with TSMC, but it still can't get respect from investors
SOFTWARE
The Chain Gang
Sales of customer and supply-chain programs are still strong--and likely to
keep growing
TELECOM
The Monopolies
The slowdown is making the sector reel. So far the Baby Bells have been stalwarts, but the fear is growing that they could crack, too
Mexico's 800-Pound Gorilla
The secret of Telmex' success: It owns virtually all of the local telephone lines in the country
INVESTING IN TECHNOLOGY
Learning to Live with Less
Thanks in large part to lagging spending from telecom carriers, the sector can expect a slow recovery in 2002
ANALYSTS' PICKS
Tech Stocks: What the Street Likes
The Nasdaq may be down 57% from its high in March, 2000, but these six mavens see plenty of opportunities
PRIVATE COMPANIES
Clicking at Greybar
The 132-year electrical connector and cable company has a revamped distribution system--and a raft of new warehouses
INTERACTIVE SCOREBOARD
The Info Tech 100 Check out our Interactive Scoreboard, which is expanded online to include the 200 best IT companies, with a wealth of financial data
PORTFOLIO The Infotech 100
Track the performance of the top IT 100 companies on this year's list
TABLES Slicing and Dicing the IT 100
Featuring the top 10 public and private companies, and more info distilled from the IT 100
AUDIO INTERVIEW Jeff Bernstein, Bull
The Pilgrim Funds portfolio manager says "This year is a washout, and everybody knows it." But start getting ready now for 2002
AUDIO INTERVIEW Pip Coburn, Bear
The UBS Warburg strategist says it'll be "two, three, four, or even five years" before the next big trends really juice the market
Copyright 2001, Bloomberg L.P.
