Industry & Services >> Sector Roundtables >> May 15, 2000

Roundtable Forum: Paper & Forest Products

MATT BERLER is a Managing Director at Morgan Stanley Dean Witter. Previously, he was associated with Donaldson, Lufkin & Jenrette and the Institute for Defense Analyses. Mr. Berler holds a Bachelor's degree in History form Cornell University and an MBA from Harvard Business School. A Chartered Financial Analyst, he is a recent President of the New York Society of Paper & Forest Products Analysts. Profile
LISE M. SHONFIELD is a Vice President at ABN AMRO, Inc., responsible for equity research coverage of the US paper and forest products companies. Formerly, she was associated with SNC Warburg. Ms. Shonfield holds a Master's degree in Economics and History from Cambridge University, England. Profile
JOHN D. LINEHAN is an Investment Analyst at T. Rowe Price Associates. Prior to joining the firm, he was associated with E.T. Petroleum, Delaney Petroleum, and Bankers Trust. Mr. Linehan received his Bachelor's degree in Economics form Amherst College and an MBA from Stanford University. Profile
TWST: John, at our last paper and forest products Roundtable, you

questioned whether the rally that was then taking place reflected a

rotation out of technology, or whether it was what you called