Industry & Services >> Sector Roundtables >> July 17, 2000

Roundtable Forum: Aerospace / Defense

TODD B. ERNST is a Vice President/Aerospace and Defense Analyst at Prudential Securities. Previously, he was associated with AT&T. Mr. Ernst received his Bachelor's degree from DePauw University and his MBA from the University of Michigan. Profile
PIERRE A. CHAO is a Managing Director and Senior Aerospace/ Defense Analyst at Credit Suisse First Boston. Previously, he was associated with Morgan Stanley Dean Witter, Smith Barney, JSA International and Prudential-Bache Capital Funding. Mr. Chao received dual Bachelor's degrees in Political Science and Management Science from M.I.T. A Chartered Financial Analyst, he is President of the Aerospace Analyst Society Profile
JOSEPH P. SAN PIETRO is a Vice President and Senior Aerospace and Defense Analyst in the Equity Research division of Wasserstein Perella Securities, Inc. Prior to joining the firm, he was a member of the Aerospace and Defense team at Morgan Stanley Dean Witter. He began his career as a Management Consultant at Monitor Company and later worked at A.T. Kearney. Mr. San Pietro holds a BA in Comparative Political Change from Boston University. DALE WINNER is a Portfolio Manager/Analyst at Templeton Global Advisors. Previously, he was associated with J.P. Morgan and Mitsui Trust. Mr. Winner graduated from Reading University in the UK. A Chartered Financial Analyst, he is President of the Bahamas Society of Analysts. Profile
TWST: Pierre, tell us about the performance of the commercial aerospace

stocks and the defense stocks in the second half of 1999 and the first

half of 2000. How would you differentiate between the