Industry & Services >> Sector Roundtables >> June 18, 2001
TODD B. ERNST is a Vice President/Aerospace and Defense Analyst at
Prudential Securities. Previously, he was associated with AT&T. Mr.
Ernst received his Bachelor's degree from DePauw University and his MBA
from the University of Michigan. Profile
PIERRE A. CHAO is a Managing Director and Senior Aerospace/ Defense
Analyst at Credit Suisse First Boston. Previously, he was associated
with Morgan Stanley Dean Witter, Smith Barney, JSA International and
Prudential-Bache Capital Funding. Mr. Chao received dual Bachelor's
degrees in Political Science and Management Science from M.I.T. A
Chartered Financial Analyst, he is President of the Aerospace Analyst
Society Profile
JOSEPH D. SAN PIETRO is a Vice President and Senior Aerospace and
Defense Analyst in the Equity Research division of Dresdner Kleinwort
Wasserstein. Prior to joining the firm, he was a member of the Aerospace
and Defense team at Morgan Stanley Dean Witter. He began his career as a
Management Consultant at Monitor Company and later worked at A.T.
Kearney. Mr. San Pietro holds a BA in Comparative Political Change from
Boston University. Profile
CAI VON RUMOHR is a Managing Director and Senior Research Analyst
specializing in the aerospace industry and satellite services. Mr. von
Rumohr has followed the aerospace industry since 1969 and has been named
to Institutional Investor's 'All-America Research Team' 26 times since
its inception in 1972. Mr. von Rumohr is a member and past President of
the Aerospace Analysts' Society of New York and has taught the Aerospace
Industry portion of the Boston Society of Security Analysts' courses on
analysis. He received a BA from Harvard College and an MBA from Harvard
Business School. Profile
TWST: Todd, let's begin by reviewing the performance of the Aerospaceand Defense stocks over the past 12 months; what stands out, as you look
back at the performance of the stocks that you