Prepared by R.R. Donnelley Financial -- Prospectus Supplement #1 dated 05/17/2002
 
Filed Pursuant to Rule 424(b)(3)
Registration No. 333-84694
PROSPECTUS SUPPLEMENT NO. 1
TO THE PROSPECTUS DATED APRIL 11, 2002
 
$1,150,000,000
 
LOGO
 
3% Senior Convertible Debentures Due 2021
and the Common Stock Issuable upon Conversion of the Debentures
 
 
This prospectus supplement supplements information contained in the prospectus, dated April 11, 2002, covering the resale by the selling security holders of our 3% Senior Convertible Debentures due 2021 and shares of our common stock issuable upon conversion of the debentures. This prospectus supplement is not complete without, and may not be delivered or used except in connection with, the prospectus, including any amendments or supplements thereto. The terms of the debentures are set forth in the prospectus.
 
 
Investing in the debentures or the common stock into which the debentures are convertible involves risks. Please carefully consider the “Risk Factors” section beginning on page 6 of the prospectus.
 
 
Neither the Securities and Exchange Commission nor any state securities commission has approved or disapproved of these securities or passed upon the adequacy or accuracy of this prospectus supplement. Any representation to the contrary is a criminal offense.
 
 
This prospectus supplement amends the table appearing under the “Selling Security Holders” section beginning on page 41 of the prospectus by deleting the following selling security holders and their information from such table:
 
Name of Selling Security Holder
   
Principal
Amount of
Debentures
Beneficially
Owned That
May Be Sold
     
Percentage of
Debentures
Outstanding
   
Number of
Shares of
Common
Stock That
May Be Sold
     
Percentage of
Common Stock
Outstanding
Aligemeine Pensionskasse Der Snissair Group
   
290,000
     
*
   
9,000
     
*
Alta Partners Holdings LDC
   
9,000,000
     
*
   
279,329
     
*

Name of Selling Security Holder
  
Principal
Amount of
Debentures
Beneficially
Owned That
May Be Sold
     
Percentage of
Debentures
Outstanding
    
Number of
Shares of
Common
Stock That
May Be Sold
     
Percentage of
Common Stock
Outstanding
Argent Classic Convertible Arbitrage Fund
(Bermuda) Ltd.
  
14,500,000
     
1.26
%
  
450,031
     
*
Argent Classic Convertible Arbitrage Fund L.P.
  
6,000,000
     
*
 
  
186,219
     
*
Arkansas Teachers Retirement System
  
3,237,000
     
*
 
  
100,465
     
*
Attorneys’ Title Insurance Fund Inc.
  
200,000
     
*
 
  
6,207
     
*
Bear, Stearns & Co. Inc.
  
9,000,000
     
*
 
  
279,329
     
*
CA State Automobile Assn Inter-Insurance
  
1,000,000
     
*
 
  
31,036
     
*
Castle Convertible Fund, Inc.
  
500,000
     
*
 
  
15,518
     
*
Celina Mutual Insurance Company
  
10,000
     
*
 
  
310
     
*
Clinton Multistrategy Master Fund, Ltd.
  
5,500,000
     
*
 
  
170,701
     
*
Clinton Riverside Convertible Portfolio Limited
  
5,500,000
     
*
 
  
170,701
     
*
Credit Suisse First Boston Corporation
  
4,962,000
     
*
 
  
154,003
     
*
Credit Suisse First Boston Corporation, London Branch
  
15,575,000
     
1.35
%
  
483,395
     
*
Deam Convertible FD
  
7,500,000
     
*
 
  
232,774
     
*
Deutsche Banc Alex. Brown Inc.
  
84,250,000
     
7.33
%
  
2,614,835
     
*
Engineers Joint Pension Fund
  
437,000
     
*
 
  
13,563
     
*
Federated Rural Electric Insurance Exchange
  
250,000
     
*
 
  
7,759
     
*
Fidelity Advisor Series I: Fidelity Advisor Dividend Growth Fund
  
1,287,000
     
*
 
  
39,944
     
*
Fidelity Advisor Series I: Fidelity Advisor Equity Value Fund
  
54,000
     
*
 
  
1,675
     
*
Fidelity Financial Trust: Fidelity Equity-Income II Fund
  
30,160,000
     
2.62
%
  
936,064
     
*
First Union Securities Inc.
  
20,000,000
     
1.74
%
  
620,732
     
*
FIST—Franklin Equity Income Fund
  
2,400,000
     
*
 
  
74,487
     
*
FTVIPT—Franklin Growth & Income Securities Fund
  
2,625,000
     
*
 
  
81,471
     
*
Gemini Sammelstiftung Zur Forderling
  
110,000
     
*
 
  
3,414
     
*
Goldman, Sachs & Co.
  
5,500,000
     
*
 
  
170,701
     
*
Granville Capital Corporation
  
25,000,000
     
2.17
%
  
775,915
     
*
Hannover Life Reassurance Company of America
  
750,000
     
*
 
  
23,277
     
*
Innovest Finanzdienstleistungs AG
  
550,000
     
*
 
  
17,070
     
*
J.P. Morgan Securities Inc.
  
37,850,000
     
3.29
%
  
1,174,736
     
*

S-2

Name of Selling Security Holder
   
Principal
Amount of
Debentures
Beneficially
Owned That
May Be Sold
     
Percentage of
Debentures
Outstanding
     
Number of
Shares of
Common
Stock That
May Be Sold
     
Percentage of
Common Stock
Outstanding
KBC Financial Products USA Inc.
   
4,250,000
     
*
 
   
131,905
     
*
Lipper Convertibles L.P.
   
17,600,000
     
1.53
%
   
546,244
     
*
Lipper Offshore Convertibles, L.P.
   
11,400,000
     
*
 
   
353,817
     
*
Lipper Series II, L.P.
   
2,000,000
     
*
 
   
62,073
     
*
Lumberman’s Mutual Casualty
   
627,000
     
*
 
   
19,459
     
*
Morgan Stanley & Co.
   
10,000,000
     
*
 
   
310,366
     
*
Morgan Stanley Dean Witter Convertible Securities Trust
   
2,500,000
     
*
 
   
77,591
     
*
Motion Pictures Industry
   
507,000
     
*
 
   
15,735
     
*
Nicholas Applegate Convertible Fund
   
1,460,000
     
*
 
   
45,313
     
*
Nicholas Applegate Global Holdings LP
   
35,000
     
*
 
   
1,086
     
*
Nicholas Applegate Investment Grade Convertible
   
15,000
     
*
 
   
465
     
*
Nomura Securities International, Inc.
   
7,500,000
     
*
 
   
232,774
     
*
Oak Casualty Insurance Company
   
30,000
     
*
 
   
931
     
*
Onex Industrial Partners Limited
   
5,160,000
     
*
 
   
160,148
     
*
Pacific Life Insurance Co.
   
1,500,000
     
*
 
   
46,554
     
*
Palladin Securities LLC
   
2,000,000
     
*
 
   
62,073
     
*
Pebble Capital Inc.
   
1,760,000
     
*
 
   
54,624
     
*
Pensionskasse Ciba Spezialitatenchemie
   
480,000
     
*
 
   
14,897
     
*
Pensionskasse Der Lonza AG
   
100,000
     
*
 
   
3,103
     
*
Physicians Life
   
169,000
     
*
 
   
5,245
     
*
PIMCO Convertible Fund
   
1,150,000
     
*
 
   
35,692
     
*
Radian Asset Guaranty
   
2,500,000
     
*
 
   
77,591
     
*
Radian Guaranty Inc.
   
3,000,000
     
*
 
   
93,109
     
*
Ram Trading Ltd.
   
9,270,000
     
*
 
   
287,709
     
*
RET Pension Plan of the CA State Automobile
   
250,000
     
*
 
   
7,759
     
*
San Diego City Retirement
   
1,014,000
     
*
 
   
31,471
     
*
San Diego County Convertible
   
1,536,000
     
*
 
   
47,672
     
*
Screen Actors Guild Pension Convertible
   
465,000
     
*
 
   
14,432
     
*
SG Cowen Securities Corp.
   
3,000,000
     
*
 
   
93,109
     
*

S-3

Name of Selling Security Holder
   
Principal
Amount of
Debentures
Beneficially
Owned That
May Be Sold
     
Percentage of
Debentures
Outstanding
     
Number of
Shares of
Common
Stock That
May Be Sold
     
Percentage of
Common Stock
Outstanding
Silvercreek II Limited
   
380,000
     
*
 
   
11,793
     
*
SunAmerica Style Select Series Equity Income Fund
   
529,000
     
*
 
   
16,418
     
*
TD Securities (USA) Inc.
   
36,750,000
     
3.20
%
   
1,140,595
     
*
Travelers: Travelers Equity Income
   
520,000
     
*
 
   
16,139
     
*
UBS O’Connor LLC f/b/o UBS Global Equity Arbitrage Master Ltd.
   
10,000,000
     
*
 
   
310,366
     
*
Variable Insurance Products Fund: Value Portfolio
   
6,000
     
*
 
   
186
     
*
Wachovia Bank National Association
   
37,905,000
     
3.30
%
   
1,176,443
     
*
Wachovia Securities International Ltd.
   
10,000,000
     
*
 
   
310,366
     
*
Wake Forest University
   
632,000
     
*
 
   
19,615
     
*
Wake Forest University Convertible Arbitrage
   
395,000
     
*
 
   
12,259
     
*
WPG Convertible Arbitrage Overseas Master Fund, L.P.
   
3,500,000
     
*
 
   
108,628
     
*
Writers Guild—Industry Health Fund
   
274,000
     
*
 
   
8,504
     
*
Wyoming State Treasurer
   
904,000
     
*
 
   
28,057
     
*
Zurich Institutional Benchmarks Master Fund Ltd.
   
2,500,000
     
*
 
   
77,591
     
*
Any other holder of debentures or future transferee, pledgee, donee or successor of any holder
   
34,933,000
     
3.04
%
   
1,084,202
     
*
 
This prospectus supplement supplements the table appearing under the “Selling Security Holders” section beginning on page 41 of the prospectus by adding the following selling security holders and their information to such table:
 
Name of Selling Security Holder
   
Principal
Amount of
Debentures
Beneficially
Owned That
May Be Sold
     
Percentage of
Debentures
Outstanding
   
Number of
Shares of
Common
Stock That
May Be Sold
     
Percentage of
Common Stock
Outstanding
Allgemeine Pensionskasse Der SwissAir Group
   
$
690,000
     
*
   
21,415
     
*
Alta Partners Holdings LDC
   
 
9,525,000
     
*
   
295,623
     
*
Amerisure Mutual Insurance Company
   
 
330,000
     
*
   
10,242
     
*
Annapurna Convertible (USD) Ltd.
   
 
100,000
     
*
   
3,103
     
*
Annapurna I Convertible Ltd.
   
 
350,000
     
*
   
10,862
     
*
Argent Classic Convertible Arbitrage Fund (Bermuda) Ltd.
   
 
11,400,000
     
*
   
353,817
     
*
Argent Classic Convertible Arbitrage Fund L.P.
   
 
4,100,000
     
*
   
127,250
     
*

S-4

Name of Selling Security Holder
  
Principal
Amount of
Debentures
Beneficially
Owned That
May Be Sold
     
Percentage of
Debentures
Outstanding
     
Number of
Shares of
Common
Stock That
May Be Sold
     
Percentage of
Common Stock
Outstanding
Auspicis Ltd.
  
400,000
     
*
 
   
12,414
     
*
Beamtenversigherungskasse Des Kantons Zurich
  
3,800,000
     
*
 
   
117,939
     
*
Bear, Stearns & Co. Inc.
  
4,000,000
     
*
 
   
124,146
     
*
Celina Mutual Insurance Company
  
15,000
     
*
 
   
465
     
*
Clinton Multistrategy Master Fund, Ltd.
  
6,500,000
     
*
 
   
201,738
     
*
Clinton Riverside Convertible Portfolio Limited
  
6,500,000
     
*
 
   
201,738
     
*
Convertible Securities Fund
  
110,000
     
*
 
   
3,414
     
*
Credit Suisse First Boston Corporation, London Branch
  
9,949,000
     
*
 
   
308,783
     
*
Deam Convertible FD
  
4,500,000
     
*
 
   
139,664
     
*
Deutsche Banc Alex. Brown Inc.
  
9,500,000
     
*
 
   
294,847
     
*
Engineers Joint Pension Fund
  
123,000
     
*
 
   
3,817
     
*
Equity & Convertible Fund
  
1,460,000
     
*
 
   
45,313
     
*
Equity Income Fund
  
225,000
     
*
 
   
6,983
     
*
Experta Hybrid Fund
  
300,000
     
*
 
   
9,310
     
*
Experta Hybrid International Fund
  
1,000,000
     
*
 
   
31,036
     
*
Experta International Convertible Expert
  
3,550,000
     
*
 
   
110,180
     
*
Federated Rural Electric Insurance Exchange
  
300,000
     
*
 
   
9,310
     
*
Financial American Life Insurance Company
  
15,000
     
*
 
   
465
     
*
First American Properties and Casualty
  
15,000
     
*
 
   
465
     
*
First American Specialty
  
30,000
     
*
 
   
931
     
*
First Union Securities Inc.
  
17,500,000
     
1.52
%
   
543,140
     
*
Gemini Sammelstiftung Zur Forderling Der Personalvorsorge
  
260,000
     
*
 
   
8,069
     
*
General Motors Employees Global Group Pension Trust
  
2,069,000
     
*
 
   
64,214
     
*
Goldman, Sachs & Co.
  
7,000,000
     
*
 
   
217,256
     
*
Granville Capital Corporation
  
22,000,000
     
1.91
%
   
682,805
     
*
Hannover Life Reassurance Company of America
  
950,000
     
*
 
   
29,484
     
*
HSBC Trustee Zola Managed Trust
  
1,100,000
     
*
 
   
34,140
     
*
J.P. Morgan Securities Inc.
  
14,800,000
     
1.29
%
   
459,342
     
*
Jefferies & Co.
  
5,500,000
     
*
 
   
170,701
     
*
Jefferies Umbrella Fund Global Convertible Bonds
  
500,000
     
*
 
   
15,518
     
*
Jefferies Umbrella Fund US Convertible Bonds
  
300,000
     
*
 
   
9,310
     
*
KBC Financial Products (Cayman Islands)
  
33,500,000
     
2.91
%
   
1,039,726
     
*

S-5

Name of Selling Security Holder
   
Principal
Amount of
Debentures
Beneficially
Owned That
May Be Sold
     
Percentage of
Debentures
Outstanding
     
Number of
Shares of
Common
Stock That
May Be Sold
     
Percentage of
Common Stock
Outstanding
KBC Financial Products USA Inc.
   
3,000,000
     
*
 
   
93,109
     
*
LLT Limited
   
673,000
     
*
 
   
20,887
     
*
Lyxor Master Fund
   
2,400,000
     
*
 
   
74,487
     
*
Midwest Family Mutual Insurance Company
   
120,000
     
*
 
   
3,724
     
*
Midwest Security Life
   
250,000
     
*
 
   
7,759
     
*
Morgan Stanley & Co.
   
6,078,000
     
*
 
   
188,640
     
*
Nations Convertible Securities Fund
   
7,140,000
     
*
 
   
221,601
     
*
Nations Equity Income Fund
   
920,000
     
*
 
   
28,553
     
*
Nomura Securities International, Inc.
   
5,000,000
     
*
 
   
155,183
     
*
Oak Casualty Insurance Company
   
40,000
     
*
 
   
1,241
     
*
Oppenheimer Convertible Securities Fund
   
5,000,000
     
*
 
   
155,183
     
*
Palladin Securities LLC
   
1,000,000
     
*
 
   
31,036
     
*
Pebble Capital Inc.
   
1,860,000
     
*
 
   
57,728
     
*
Pensionskasse Ciba Specialty Chemicals
   
530,000
     
*
 
   
16,449
     
*
Pensionskasse Der Antalis AG
   
140,000
     
*
 
   
4,345
     
*
Pensionskasse Der Ems Chemie AG
   
140,000
     
*
 
   
4,345
     
*
Pensionskasse Der Ems Dottikon AG
   
250,000
     
*
 
   
7,759
     
*
Pensionskasse Der Lonza AG
   
240,000
     
*
 
   
7,448
     
*
Pensionskasse Der Rockwell Automation AG
   
180,000
     
*
 
   
5,586
     
*
Pensionskasse Pluss—Staufer AG
   
150,000
     
*
 
   
4,655
     
*
Pensionskasse Vantico
   
250,000
     
*
 
   
7,759
     
*
Personalfursorgestiftung Der Geraude—Versicherung Des Kantons Bern
   
550,000
     
*
 
   
17,070
     
*
Personalvorsorge Der PV Promea
   
320,000
     
*
 
   
9,931
     
*
Quattro Fund Ltd.
   
9,000,000
     
*
 
   
279,329
     
*
R2 Investments, LDC
   
10,000,000
     
*
 
   
310,366
     
*
Ram Trading Ltd.
   
7,270,000
     
*
 
   
225,636
     
*
SG Cowen Securities Corp.—Convertible Arbitrage
   
15,000,000
     
1.30
%
   
465,549
     
*
SunAmerica Style Select Series Equity Income Fund
   
759,000
     
*
 
   
23,556
     
*
Susquehanna Capital Group
   
10,000,000
     
*
 
   
310,366
     
*

S-6

Name of Selling Security Holder
   
Principal
Amount of
Debentures
Beneficially
Owned That
May Be Sold
     
Percentage of
Debentures
Outstanding
     
Number of
Shares of
Common
Stock That
May Be Sold
     
Percentage of
Common Stock
Outstanding
TD Securities (USA) Inc.
   
42,750,000
     
3.72
%
   
1,326,815
     
*
The Philanthropic Pension
   
130,000
     
*
 
   
4,034
     
*
Tribeca Investments L.L.C.
   
12,000,000
     
1.04
%
   
372,439
     
*
UBS O’Connor LLC f/b/o UBS Global Equity Arbitrage Master Ltd.
   
6,000,000
     
*
 
   
186,219
     
*
UBS Warburg LLC
   
1,111,000
     
*
 
   
34,481
     
*
US Bancorp Piper Jaffray
   
2,000,000
     
*
 
   
62,073
     
*
Wachovia Bank National Association
   
39,000,000
     
3.39
%
   
1,210,428
     
*
Wake Forest University
   
138,000
     
*
 
   
4,283
     
*
WPG Convertible Arbitrage Overseas Master Fund, L.P.
   
4,500,000
     
*
 
   
139,664
     
*
Zazove Convertible Arbitrage Fund L.P.
   
350,000
     
*
 
   
10,862
     
*
Zurich Institutional Benchmark Master Fund c/o Quattro Fund
   
8,000,000
     
*
 
   
248,292
     
*
Zurich Institutional Benchmarks Master Fund Ltd.
   
1,750,000
     
*
 
   
54,314
     
*
 
To our knowledge, none of the selling security holders listed in the second table above has, or within the past three years has had, any material relationship with us or our affiliates, except that:
 
 
•
 
Convertible Securities Fund, Equity & Convertible Fund, Equity Income Fund, Nations Convertible Securities Fund and Nations Equity Income Fund are affiliates of Banc of America Securities LLC, and Banc of America Securities LLC acted as a co-manager in the private placement of our debentures;
 
 
•
 
Credit Suisse First Boston Corporation acted as a lead manager in the private placement of our debentures, and its affiliate, Credit Suisse First Boston, is the documentation agent and a lender under our Five Year Credit Agreement, dated as of November 5, 1999, as amended, and the documentation agent and a lender under our Amended and Restated 364-Day Credit Agreement, dated as of November 3, 2000, as renewed and amended;
 
 
•
 
Deutsche Banc Alex. Brown Inc. acted as a co-manager in the private placement of our debentures, and its affiliate, Deutsche Bank AG, is a lender under our Five Year Credit Agreement, dated as of November 5, 1999, as amended, and a lender under our Amended and Restated 364-Day Credit Agreement, dated as of November 3, 2000, as renewed and amended;
 
 
•
 
First Union Securities Inc. is an affiliate of Wachovia Bank National Association, and Wachovia Bank National Association is a lender under our Five Year Credit Agreement, dated as of November 5, 1999, as amended;
 
 
•
 
Goldman, Sachs & Co. served as a lead underwriter in our initial public offering and has, from time to time, provided other financial advisory services to us;
 
 
•
 
HSBC Trustee Zola Managed Trust is an affiliate of HSBC, and HSBC acted as a co-manager in the private placement of our debentures;

S-7

 
 
•
 
J.P. Morgan Securities Inc. acted as a lead manager in the private placement of our debentures and is the syndication agent under our Five Year Credit Agreement, dated as of November 5, 1999, as amended, and the syndication agent under our Amended and Restated 364-Day Credit Agreement, dated as of November 3, 2000, as renewed and amended, and its affiliate, JP Morgan Chase Bank (formerly known as The Chase Manhattan Bank), is a lender under our Five Year Credit Agreement, dated as of November 5, 1999, as amended, and a lender under our Amended and Restated 364-Day Credit Agreement, dated as of November 3, 2000, as renewed and amended;
 
 
•
 
Morgan Stanley & Co. served as a lead underwriter in our initial public offering and has, from time to time, provided other financial advisory services to us;
 
 
•
 
SG Cowen Securities Corp. is an affiliate of Societe Generale, and Societe Generale is a lender under our Five Year Credit Agreement, dated as of November 5, 1999, as amended; and
 
 
•
 
Wachovia Bank National Association is a lender under our Five Year Credit Agreement, dated as of November 5, 1999, as amended.
 
 
The date of this prospectus supplement is May 17, 2002

S-8