June 18, 2001




Current BW Magazine Table of Contents

June 18, 2001 BW Magazine Table of Contents

The Info Tech 100
Table of Contents


Overview

Defensible Niches

Computers

Semiconductors

Software

Telecom

Tech Investing

Analysts' Picks

Private Companies

Interactive Scoreboard

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The Infotech 100
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

The Info Tech 100
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
1. Celestica
2. Verizon Communications
3. Scientific-Atlanta
4. Nvidia
5. China Mobile (Hong Kong)
6. IBM
7. Telefonica Moviles
8. United Micro Electronics
9. American Movil
10. Check Point Software
More...

The IT 100 Scoreboard
in Acrobat Reader format


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

Online Extras
STREET WISE
Siebel: Software That Keeps Customers Satisfied

STREET WISE
EMC: Time to Put Your Money in Storage?

STREET WISE
Juniper: Bracing for Cisco's Counterpunch

STREET WISE
Qwest: Sitting in Telecom's Sweet Spot

STREET WISE
Taiwan Semiconductor: Filling the Needs of the Absolutely Fabless

ONLINE Q&A
When Buying IT, Price Isn't Everything

ONLINE Q&A
A Top IBM Salesman Talks IT

ONLINE Q&A
Jeff Bernstein, Tech Bull

ONLINE Q&A
Pip Coburn, Tech Bear
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