INTRODUCTION
Information Technology Annual Report
MAIN STORY
Making the Tech Slump Pay Off
It's a risky gambit--sometimes fatal, in fact--but stepping on the gas when others hit the brakes can allow a company to overtake its mightiest rivals
HARDWARE
Brighter Stars in the East
The BusinessWeek IT 100 list is studded with thriving Asian companies, which are well suited to survive a downturn
Online Extra: Samsung Electronics Steps Up the Voltage
Not content with being a commodity chipmaker, the Korean giant is now putting its name on highly regarded consumer goods
Online Extra: Quanta's New Leap
The Taiwanese private-label computer maker plans to expand beyond notebooks and into higher-margin displays and servers
COMPUTERS
Who Will Master the Server Biz?
The same combination of off-the-shelf parts and ruthless efficiency that vaulted Dell to the top in PCs is helping it grab share in the more lucrative server market, collapsing profit margins for everyone. Here's how rivals are fighting back
Online Extra: Can Dell Keep Beating the Odds?
While the ever-growing PC maker's formula clearly works, some say its stock price reflects past success -- not challenges ahead
Online Extra: Lexmark May Not be Sexy, But...
...The low-cost printer company's bottom line sure has opened eyes recently, thanks to lucrative replacement ink cartridges
SOFTWARE
Information Is Power
With business intelligence software, executives can see in a flash what all the sales data mean--then quickly take steps that can lure customers, improve service, and maximize profits
SERVICES
The Deal Drought
Tech-service providers aren't signing many new contracts, and the ones in hand are being renegotiated and pared down
SEMICONDUCTORS
Smaller Chips, Bigger Costs
The soaring prices of the latest technology is forcing more chipmakers to outsource their manufacturing
INTERNET
Finally, the Pot of Gold
Profits arrive for dot-com survivors with critical mass and products that need shipping only in cyberspace
Online Extra: Expedia's Excellent Adventure
By branching out from airline tickets to entire vacation packages, the online travel service is taking off
Online Extra: Hotels.com: Time to Check In?
As online bookings soar, the discounted-room seller is in a good spot. One caveat for investors: Barry Diller may buy it out
STOCK PICKS
What's on Wall Street's Shopping List
Despite the formidable odds, these stock-pickers haven't given up hope. They have managed to identify a few stocks that merit a buy recommendation
PRIVATE COMPANIES
How Seagate Got Its Groove Back
Going private freed the disk-drive maker from Wall Street's unrelenting demands. Now retooled, profitable, and boasting a 56% market share, it may be ready to go public again
THE SCOREBOARD
The Information Technology 100/200 Interactive Scoreboard
Scoreboard: The Information Technology 100 (.pdf)
| |
INTERACTIVE SCOREBOARD
The Info Tech 200
We've expanded the IT 100 online to include the world's top 200 IT companies -- and we've made it an Interactive Scoreboard, with a wealth of additional financial data
The Top 10
Ranked by Performance
June 17, 2002
Stars of Europe
Logitech: The House That Mice Built
Strong brand identity comes from products known for innovation, quality,
and catchy design
June 10, 2002
Street Wise
Verizon: Champ or Pretender?
Desperate for winners, the Street has crowned its stock, but it hasn't dodged the telecom meltdown
April 17, 2002
Street Wise
IBM: Can It Shake Its Big Blues?
While short-term prospects are grim, a formidable range of products and
services could prove to be winners
April 15, 2002
Street Wise
L-3: A Torrid Tech
Since September, the maker of secure military networking gear and bomb
detectors has been in hot demand
March 25, 2002
The BusinessWeek 50
CACI: Aggressive Growth in Defense
This military IT company uses brainpower, not metal-bending, to produce
powerful returns
March 25, 2002
The BusinessWeek 50
Activision: Plenty of Thrills and Spills
Like its video games, its stock can make extreme moves -- but in the end, investors should enjoy it
|
=Subscribers Only
Copyright 2002 , by The McGraw-Hill Companies Inc. All rights reserved.
