Technology >> Sector Roundtables >> November 20, 2000
WILLIAM J. LERNER is the Senior Gaming Analyst at Prudential Equity
Group, LLC. Prior to focusing on gaming and lodging, Mr. Lerner covered
the TV and radio broadcasters as an Associate Analyst. His experience
also includes coverage of Mexican telecoms and strategy at Deutsche
Morgan Grenfell in New York and Mexico City. He is the author of The
Irwin Directory of Emerging Market Brokers, published by Irwin
Professional Publishing in 1996. Mr. Lerner received a BA from Syracuse
University and an MBA from Boston University. Profile
SAFA RASHTCHY is a Vice President of U.S. Bancorp Piper Jaffray and a
Senior Research Analyst focused on the Internet media and commerce. He
joined the Equity Research department of U.S. Bancorp Piper Jaffray as a
Research Analyst in 1997 and has co-authored key industry reports on the
Internet, including 'From e-Publishing to e-Business.' Mr. Rashtchy has
developed his research universe with a focus on the values and
limitations of online advertising and e-commerce, with increasing
attention to the new platforms such as wireless, broadband, and commerce
infrastructures. He has been involved in more than 20 investment banking
transactions, including IPOs, secondary offerings, and M&A. From 1992 to
1996, Mr. Rashtchy was President of ColorWorks Graphics, the digital
imaging company he founded in Boston. Prior to that he worked in various
technical and management capacities in computer graphics and engineering
companies. Mr. Rashtchy received an MBA from Boston University and a BS
in Engineering from Purdue University. He has also published several
technical papers and has presented at various industry conferences. Profile
P. GORDON HODGE is a Research Analyst with Thomas Weisel Partners,
covering the media and entertainment industries. Previously, he was
associated with Montgomery Securities as a Senior Managing Director and
Senior Research Analyst, as well as with Dain Bosworth, Inc. as an
Associate in Corporate Finance. Mr. Hodge holds a Bachelor's degree in
Business from the University of Washington and an MBA from the Graduate
School of Business at Stanford University. Profile
JORDAN ROHAN is a Principal and is the Head of Media Research at Wit
SoundView Corp., with coverage of the media and entertainment, cable,
and online media sectors. He has been covering media companies for over
four years, including two years with SG Cowen and UBS Securities. Prior
to his career in equity research, Mr. Jordan held business planning and
corporate development positions at Walt Disney Company and Intel
Corporation. Mr. Jordan earned a BS in Economics from the Wharton School
of the University of Pennsylvania, and an MBA from Stanford Graduate
School of Business. Profile
TWST: Jordan, let's begin with the impact that the Internet has had onthe media world. How has the advent of the Internet changed the way that
media companies see themselves and the opportunities