Consumer >> Sector Roundtables >> May 8, 2000
ROBIN FARLEY is a Vice President and Senior Analyst in the Equity
Research Division of Deutsche Banc Alex. Brown, where she covers the
cruise line, gaming and leisure industries. Prior to joining the firm,
she was associated with Ladenburg Thalmann & Company as an Equity
Analyst. Ms. Farley holds a Bachelor's degree from Princeton University
and an MBA from Columbia Business School. She is a member of the NYSSA. Profile
HARRY CURTIS is a Managing Director at Robertson Stephens. Prior to
joining the firm, he was associated with Smith Barney. Mr. Curtis
studied at Williams College and holds a Bachelor's degree from
Connecticut College. He is a Chartered Financial Analyst. Profile
DAVID W. ANDERS is employed at Merrill Lynch as a First Vice
President covering the lodging and gaming sectors. Prior to this,
he was employed by Credit Suisse First Boston for just over three
years, where he covered gaming, lodging and leisure companies.
Mr. Anders started his career with Montgomery Securities in 1992.
He earned a Master of Science degree in Finance from the
University of Wisconsin, where he was a member of the Applied
Securities Analysis Program. For the last five years
Institutional Investor magazine has ranked Mr. Anders as one of
the top gaming and lodging analysts. He has been widely quoted in
many other trade publications. Additionally, Mr. Anders has
appeared on CNBC, CNNfn and Bloomberg Television. 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: I'd like to start with a review of the performance of the gamingindustry over the past six to 12 months. Brian, what stands out as you
look back at the performance of the companies and the