Consumer >> Analyst Interviews >> July 10, 2000
ROBIN M. FARLEY is an Executive Director in the equity research division
of UBS Warburg covering the cruise line, gaming and leisure industries.
Prior to joining Paine Webber (acquired by UBS Warburg), Ms. Farley was
with Deutsche Banc. Alex. Brown and its predecessor firms (BT Alex.
Brown and BT Securities, subsidiaries of Bankers Trust). She has
appeared on CNN and CNBC, and frequently in other media discussing the
leisure industry. Ranked by Institutional Investor magazine for her
research, she has also been named a Wall Street Journal All Star/Best on
The Street, including being ranked number one for stock-picking and an
All-Star for estimate accuracy in 1999. She holds a BA from Princeton
University and an MBA with honors from Columbia Business School. Ms.
Farley is a member of the NYSSA. Profile
BRIAN EGGER is a Director in the Equity Research Department of Credit
Suisse First Boston covering the gaming and lodging industries. He
formerly covered these industries for Donaldson, Lufkin & Jenrette until
DLJ's merger with CSFB in October 2000. A member of the 1999 and the
2000 Institutional Investor All-America Research Teams, he has also been
ranked for earnings estimate accuracy and stock picking in the Wall
Street Journal All-Star Analysts Survey and is a five-time Wall Street
Journal All-Star Analyst. Mr. Egger received a BS in Economics from the
University of Pennsylvania's Wharton School and an MBA from the
University of Chicago. Profile
TWST: Brian, why should investors be looking at the cruise line industryin 2000?
Mr. Egger: I think there are a few general reasons why investors should
consider investing in cruise line