Message-ID: <31825804.1075862338864.JavaMail.evans@thyme> Date: Fri, 16 Nov 2001 22:07:01 -0800 (PST) From: insider@newsletters.businessweek.com To: skean@enron.com Subject: November 16 edition Mime-Version: 1.0 Content-Type: text/plain; charset=ANSI_X3.4-1968 Content-Transfer-Encoding: 7bit X-From: BusinessWeek Online's Insider X-To: skean@enron.com X-cc: X-bcc: X-Folder: \SKEAN (Non-Privileged)\Kean, Steven J.\Deleted Items X-Origin: Kean-S X-FileName: SKEAN (Non-Privileged).pst Register/Subscribe Home Get your PeopleSoft 8 CRM Info Kit Today. PeopleSoft 8 CRM is the ONLY internet solution that takes your customer relationship management to a new level. Integrate your customer-facing activities with your critical business applications and manage your customer life cycle -- from prospect to profit. To receive your free PeopleSoft 8 CRM Information Kit and Demo CD, visit www.peoplesoft.com/go/crminfokit9 today. Search THE SITE BW Magazine Daily Briefing e.biz Small Business B-Schools ---------------- Past Issues -> Advanced Search -> FRIDAY, NOVEMBER 16, 2001 CONTENTS Cover Stories Daily Briefing Investing Global Business Technology Small Biz B-Schools Careers This Week November 26 Table of Contents COVER STORY *CONFUSED ABOUT EARNINGS? There are no rules for calculating operating earnings--the number investors watch--as there are for net profits, which are filed with the SEC. So companies are making up their own rules about what to add and what to leave out, and calling the result "earnings." That makes it impossible for investors to compare companies and threatens the credibility of the U.S. financial system. Here's what should be done--and what investors need to know. *Available to all readers after Monday, November 19 SPECIAL REPORT THE INFO TECH 100* In the past six months, the stocks of four-fifths of the BusinessWeek Info Tech 100 declined in value. But a few still shine despite tough times. Available to all readers Plus: INTERACTIVE SCOREBOARD** Expanded online to include the 200 best IT companies, with a wealth of financial data **This, plus many more stories in this Special Report, are available for all readers on Thursday night, Nov. 15 THE CORPORATION: *ALL EYES ON THE ENRON PRIZE Dynegy's deal for the troubled power company could yield billions Available to all readers after Monday, November 19 **Remember, only subscribers can see the entire issue. Selected stories are available to nonsubscribers on Monday. Want to become a subscriber? It's so easy, all you have to do to get started is go to SEARCH PAST ISSUES OF BW Free for subscribers only -- FIVE YEARS of Business Week magazine. BONUS: THE BW 50 The 50 best companies in the S&P 500. Plus: In-depth info on all 500, extra stories, interactive scoreboards, videos, tools, and more -- Here are BW Online highlights from this week: DAILY BRIEFING 11/15 -- NEWS ANALYSIS JDS Uniphase: Ready for an Encore? As the curtain descends on a dismal year, some investors see the leader in optical telecom equipment as a star with comeback potential 11/15 -- NEWSMAKER Q&A JDS's Straus: Banking on Broadband Says the CEO about high-speed access: "Applications and business models that allow somebody to make money will bring growth" 11/15 -- STREET WISE Suddenly, a Chillier Season for Oil Shares Turmoil over production quotas could keep supplies high. Good news for consumers -- and maybe even for investors, of the long-term variety 11/15 -- NEWS ANALYSIS A Hard Slog for Financial "Special Forces" Treasury's money warriors are fighting an uphill battle as they target the clandestine conduits that funnel cash to terrorists 11/14 -- INSIDE WALL STREET ONLINE Holiday Bargain-Hunting on the Street It's that time of year when one investor's loser is another's steal. Here are some big names that could become stocking stuffers SPEND SOME QUALITY TIME WITH YOUR MONEY Watch BusinessWeek TV , a weekly personal finance program that follows money from Wall Street to Main Street: Making it, investing it, and even spending it. Check your local listings for station and exact time. INVESTING 11/15 -- MARKET SNAPSHOT Blue Chips Pocket Gains Hope for an economic recovery in 2002 continues to buoy stocks, but ugly news from Dell and Yahoo may stall performance Friday 11/15 -- FUND Q&A High Quality Munis Bring Solid Returns Christine Thompson has outperformed her peers by making smart bets in the hospital and health care sectors and concentrating on high quality issues 11/12 -- ASK THE ANALYST Fund Selections S&P's Phil Edwards answers your questions on bond funds. Can they continue their winning streak? GLOBAL BUSINESS INTERNATIONAL -- EUROPE'S FUTURE Germany's Challenge Can Europe's top economy lead the Continent to reform? 11/12 -- ONLINE ASIA Not So Fab for a Singapore Chipmaker Chartered Semiconductor CFO Chia Song Hwee gamely maintains that hard times and ferocious competition haven't changed its game plan TECHNOLOGY 11/19 -- TECHNOLOGY & YOU A Light Laptop That's Fully Loaded Toshiba's Port?g? 4000 may be the first compact notebook that doesn't skimp on features 11/15 -- PRIVACY MATTERS Face It, Face-Cams Are Here to Stay Rather than trying to prevent their adoption, privacy advocates would be better served trying to define restrictive guidelines on their use 11/14 -- BYTE OF THE APPLE Office X: The Best and Worst of Microsoft The OS X version of Office is a ringing endorsement of the Mac. Too bad it breaks no new ground and costs so much Plus, you'll find daily coverage of the rapidly changing world of e-business at BW e.biz offers exclusive analysis, commentary, and Web-site reviews every day. Visit often! UPCOMING CONFERENCES: BusinessWeek in partnership with Hewlett-Packard presents: The Sixth Annual BusinessWeek Conference on the Digital Economy, New Priorities: Building a Collaborative Enterprise in Uncertain Times December 6-7, 2001 The Fairmont Hotel, San Francisco, California We are pleased to announce our keynote speakers are: Jack Welch , Former Chairman and CEO of General Electric Company and The Honorable James A. Baker, III, Former U.S. Secretary of State (1989-1992) and Former U.S. Secretary of the Treasury (1985-1988) In light of recent events in New York and Washington D.C., the conference will feature a special session on Digital Security: Job #1 in Threatening Times. Raymond Kelly, Former NYPD Commissioner; Senior Managing Director, Global Security, Bear Stearns will head up the panel Additional Speakers include: Michael Aguilar President and COO Panasonic Company National Marc Andreessen Chairman and Cofounder Loudcloud Bill Bass SVP, E-Commerce and International Lands' End, Inc. Joseph Baylock Group Vice President Gartner, Inc. Daeje Chin President and CEO, Digital Media System Business Samsung Electronics Co., Ltd. Bruce Chizen President and CEO Adobe Eric K. Clemons Professor of Information, Strategy, and Economics The Wharton School, University of Pennsylvania Lisa J. Colnett SVP, Worldwide Process Management and CIO Celestica Inc. Craig Conway President and CEO PeopleSoft, Inc. Richard A. DeMillo Vice President and CTO Hewlett-Packard Company James Hamilton President Efficient Networks Inc. (a subsidiary of Siemens ICN) James E. Heppleman CTO and EVP Software Products, PTC Konrad Hilbers CEO Napster, Inc. David House President, CEO, and Chairman Allegro Networks. John Jordan Principal Cap Gemini Ernst & Young Raymond C. Kurzweil Author The Age of Spiritual Machines David O. Leemon EVP and CSO Charles Schwab Corporation Elias Levy Co-Founder and CTO Security Focus Webb McKinney Business Customer Organization President and HP-Compaq Merger Integration Manager Hewlett-Packard Co. Mike Micucci Vice President, Solutions Strategy Commerce One Lars Nyberg Chairman and CEO NCR Corporation Robert W. Shaner President, Wireless Operations Cingular Wireless Pradeep Sindhu Vice Chairman and CTO Juniper Networks, Inc. Carl Yankowski CEO Palm, Inc. Special Dinner Entertainment by Martin Short and ?The Second City? Comedy Improv Group For a complete listing of speakers, full program details or to register go to SMALL BUSINESS ONLINE 11/19 -- FINANCE Insurance: The Coverage Crunch Providers are spreading premium hikes far and wide. That could doom some small companies 11/12 -- SMART ANSWERS Networking's Human Connection To build a list of business contacts, do the research, compose the pitches, make the lunch dates -- and then listen 11/5 -- VENTURE CAPITAL VCs Remain in Low Gear Downturns usually mean opportunities, but depressed tech spending and a sluggish market are keeping venture capitalists on the sidelines FORUMS Small Business Forum Join the discussion? A reader outlines how factoring your receivables can be a great way to increase cash flow. What do you think? Check out the Financing Your Business folder B-SCHOOLS 11/15 -- MBA JOURNALS Learning in the Real World Classroom If you want to know what business school is like, whom better to ask than MBA students? CAREER MOVES EMBA Profiles & Rankings BusinessWeek's first Executive MBA rankings in a decade grade 35 programs worldwide. The 2001 rankings are based on surveys of over 3,000 graduates of 82 B-schools, as well as a poll of EMBA directors at those 82 schools. Scan 161 profiles of EMBA programs to determine which is right for you B-SCHOOL CALENDAR BusinessWeek Online's New Tool will give you an idea of upcoming events at B-schools in the U.S. and around the world MBA JOURNALS Preparing for B-School In this new series, 11 first-year students discuss the B-school orientation process B-SCHOOL FORUMS Join Today! Visit BW Online's interactive forums for wide-ranging discussions about management education. Search through OVER 228,000 POSTS for topics that interest you CAREERS 11/15 -- PAY & PERKS The CEO Gravy Train Just Got Derailed Sorry, chiefs--"pay for performance" is back in vogue 11/08 -- ASK CAREERS The Gift of Tongues Keeps on Giving Fluency in a second language commands a premium on the job market. How one goes about acquiring it depends on what best suits the individual ASK CAREERS Have a question about your career or workplace issues? E-mail us at: askcareers@businessweek.com Please include your real name and phone number in case we need more information. If we answer your question, only your initials and city will be printed. SEARCH BUSINESSWEEK.COM Search our ENTIRE SITE for all free content, including Daily Briefing, BW e.biz, Small Business, and the Best B-Schools. You'll find our search function in the light-blue bar at the top of nearly every screen on the site See you online, Joleen M. Colpa BW Online The Insider Newsletter is a FREE service provided by BusinessWeek Online. If you've received this message in error or if you would like to change or cancel your newsletter subscription, please go to our Click here to change or remove your subscription. page. If you need other assistance, please contact Customer Service . Get 4 Free Issues of BusinessWeek Magazine Fill in this form to receive your four free issues: Name: E-Mail Address: Street Address: City: State: Zip: Country: Copyright 2001, by The McGraw-Hill Companies Inc. All rights reserved. Terms of Use | Privacy Policy