Consumer >> Analyst Interviews >> July 10, 2000

Outlook For Cruise Lines : Brian Egger – Donaldson, Lufkin & Jenrette

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 industry

in 2000?

Mr. Egger: I think there are a few general reasons why investors should

consider investing in cruise line