Natural Resources >> Analyst Interviews >> April 24, 2000

Outlook For Specialty Chemicals : David Begleiter – Credit First Suisse Boston

David Begleiter follows the U.S. chemicals and agriculture industries for the North American equity research group of Deutsche Bank Securities, Inc., which he joined in August 2002. A Securities Analyst for the past 16 years, Mr. Begleiter previously covered the chemicals industry as Senior Analyst for ABN AMRO and Credit Suisse First Boston. Prior to his equity research career, Mr. Begleiter worked as a Corporate Banking Officer, serving the natural resources industry at Bank of Montreal and Midland Bank. He also worked as an Accountant at Coopers & Lybrand. Mr. Begleiter holds an MBA in finance from New York University and a B.A. in political science from Haverford College. He is a CFA charterholder and a CPA. Profile
TWST: Please begin by telling us about the way that you look at this

very heterogeneous group. What approach do you take to the specialty

chemicals?

Mr. Begleiter: There are a few key