Title: Managing director
Company: Morgan Stanley Dean Witter
Thesis: Investors shun auto stocks because they are too unpredictable, too volatile and too cyclical. Regular monthly revenue from e-commerce would smooth out earnings and improve profits.
Title: Executive vice president and CFO
Company: General Motors
Thesis: GM is creating shareholder value in nontraditional ways such as its partnership with Commerce One Inc. Also: GM wants to increase its market share, but not at the expense of profits.
Title: Executive vice president of procurement and supply, general manager of Jeep operations, board of management member
Thesis: The old Chrysler Corp. adopted supply-chain management to cut costs and save the company in a dire emergency. But it turned out to be good for shareholder value, too.
Title: Chairman and CEO
Company: Collins & Aikman Corp.
Thesis: Companies that go after shareholder value should provide broad incentives to the work force, and teach cash-flow management all the way to the shop floor.
Title: Director of North American investment banking
Company: PricewaterhouseCoopers Securities
Thesis: Automaker mergers create opportunities for suppliers to boost shareholder value. But only the strongest will survive - suppliers that can take responsibility for the entire process, from research and development, up to and including final assembly.