BusinessWeek Online: Daily Briefing

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Sunday, February 01, 2004 • Editions: Edition Preference

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Daily Briefing

STREET WISE
A Tale of Two Telecom Rivals
As Nortel and Lucent fight back from the tech meltdown, both are making progress. Nortel, however, looks like it's doing better

NEWS ANALYSIS
Pixar Twists the Mouse's Tail
Steve Jobs says his animation studio's alliance with Disney is over. Is a new partner waiting in the wings -- or is he just bluffing?

NEWS ANALYSIS
The Dems Follow the Doctor's Advice
After the South Carolina debate, it's clear that most of Howard Dean's rivals are taking up his strong anti-Establishment message

NEWSMAKER Q&A;
Why Gateway Is Marrying eMachines
Explains Gateway's Ted Waitt: "eMachines has developed a true low-cost model that allows it to remain profitable.... Gateway has never been good at that"

NEWS ANALYSIS
Eliot Spitzer's Surprising Donor List
He won't take campaign contributions from companies he's probing. The law firms representing them are a different story, however

SOUND MONEY
The Dollar's Not-So-Scary Swoon
Despite all the angst the greenback is generating, once put into perspective the situation isn't nearly as dire as it seems

THE WEEK AHEAD
Vital Signs for the Week of Feb. 2
On tap: The January employment report, fourth-quarter productivity growth, January business-activity indexes, and more

NOTHING BUT NET
Mydoom's Most Damning Dynamic
As a virus, it's a me-too uncreative piece of work. It's so damaging only because so many individual Net users are still so unprotected

COMMENTARY
The Useless Hysteria over Mydoom
Conspiracy theories from SCO and the open-source community over who or what is behind the nasty virus aren't helping make the Net safer

COMMENTARY -- FROM BW
Harmony and Belly Dancing at Davos
At this year's World Economic Forum confab, anti-Americanism was a faint memory, and practical concerns reigned

STREET WISE
Why the Bull May Be Tiring
After the big gains of 2003, analysts don't see the Street keeping up the pace -- especially since the tax cuts' boost has peaked

NEWS ANALYSIS
Are Interest Rates on the Rise?
With inflation tame and credit demand low, a boost isn't imminent. Still, Greenspan wants to leave himself a little leeway

MARKET VIEWS -- FROM S&P;
Would a Panthers' Win Boost the Bull?
Sorry Patriots' fans -- history says the S&P 500-stock index rises when the NFC takes the Super Bowl. Investors shouldn't bet on it, however

NEWS ANALYSIS
Computer Associates: "A Domino Effect"?
The feds' probe of accounting irregularities at the software company may be working its way to CEO Sanjay Kumar and co-founder Charles Wang

PERSONAL BUSINESS -- FROM BW
Where's the Beef From?
"Boutique" meats raised on family farms are gaining followers among safety-conscious diners

NEWSMAKER Q&A;
A Sensor That Knows How You Feel...
...And can tell you -- or your boss -- when you're getting too tired to function effectively, coming soon from Sandia Labs

INVESTING Q&A;
Time to Stock Up on Tech
S&P's Thomas Smith details the sector's strong outlook and why PC chipmakers aren't the only silicon standouts

FUND Q&A;
Hunting Bargains Off the Beaten Track
From China to the Caribbean, Templeton Global Opportunities Trust's Guang Yang has demonstrated a keen eye for value

STOCK SCREEN -- FROM S&P;
Dividing Shares and Multiplying Gains?
Splitting often gives stocks a short-term lift, so S&P has screened for a list of top-ranked equities that could reap such benefits

TECHNOLOGY SPECIAL REPORT
A Whole New World of Chips
Throughout the downturn, semiconductor makers kept the R&D fires burning. The payoff -- to the industry and consumers -- is already evident, and it promises to keep growing

HEADLINES FROM JANUARY 29

COMMENTARY
Running on Middle-Class Relief

WEB LOG -- CAMPAIGN '04
Which Dem Are Vets Marching For?

ECONOMIC INSIGHT -- FROM S&P;
A Big Jolt from the Fed's Small Switch

COVER STORY -- FROM BW
Which Format Will Win?

ASIAN BUSINESS -- FROM BW
A Cash-Guzzler Called Mitsubishi

NEWS ANALYSIS -- FROM BW
Can Mad Ave. Make Zap-Proof Ads?

HEADLINES FROM JANUARY 28

A NOT-SO-NEUTRAL CORNER
Kerry's Calling Card: Vietnam

NEWS ANALYSIS
Where Round Two Leaves the Dems

NEWS ANALYSIS -- FROM BW
A Vote of Confidence for Vote Counts

NEWS ANALYSIS
Amazon's Stock: Hurts So Good

POWER LUNCH
A Less Suspenseful Oscar Night

STREET WISE
The Two Faces of Wal-Mart

REPORTER'S NOTEBOOK
Meet Martha, the Martyr

PRIVACY MATTERS
Putting a Stop to Fly and Tell

SAM STOVALL'S SECTOR WATCH
A Solid Earnings Season So Far

INTERNATIONAL FINANCE -- FROM BW
The Rush to Cash In on India

EUROPEAN BUSINESS -- FROM BW
Africa: The Next Wireless Frontier

ENTREPRENEUR PROFILES
The King of Rollups

� News Archive

The Buzz on Honeywell

Telik's Promising Tumor Treatments

Envisioning a Buyout for Bioenvision

GDP Preview
BW's Jim Cooper sees fourth-quarter growth of up to 6% -- on top of the third quarter's surprising 8.2%

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Outlook 2004
It looks like a bang-up year ahead, but not for every industry

Where to Invest
Here's how to stay in the fast lane in 2004 without spinning out

Info Tech 100
Giants and upstarts from around the globe that are best positioned for a rebound

The BW50
Our latest picks for the top performers among the S&P; 500

Reader Surveys
What do BusinessWeek Online's readers think about today's hottest topics? See the results

Talking on the Net
Internet telephony: Good for consumers, bad for Big Telecom

Tough Transition
How changeover to digital technology is playing out in consumer electronics

Online Shopping
Retailers are learning how to turn e-shoppers into e-buyers

New Momentum
Wireless is getting its second wind, thanks to lots of new technologies

The PC's Future
Coming machines will be more powerful, but that's just the beginning

Storage Comeback
Businesses find they can't do without lots more. Amen, says the industry

Technology of Finance
Why chief financial officers are getting a crash course in tech

Network Security
Worms, viruses, bugs, spam, and hackers are spurring a push for concrete reforms

High-Tech Cars
Technologies that are here or soon coming promise to create a new automotive era

Solving Social Problems
How technology is being used to fight poverty and improve lives

Apple's Shift
Where "thinking different" is taking it now

Guarding Privacy
For every attack, concerned citizens and lawmakers have a response

Tech's Top Women
While their numbers are small, their accomplishments and influence are huge

How Secure?
A progress report, for better and worse, on the state of America's homeland security

• More Special Reports

Cherney on the Markets
By S&P; technical analyst Paul Cherney

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