Industry & Services >> Sector Roundtables >> June 18, 2001

Roundtable Forum: Aerospace / Defense Electronics

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 D. SAN PIETRO is a Vice President and Senior Aerospace and Defense Analyst in the Equity Research division of Dresdner Kleinwort Wasserstein. 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. Profile
CAI VON RUMOHR is a Managing Director and Senior Research Analyst specializing in the aerospace industry and satellite services. Mr. von Rumohr has followed the aerospace industry since 1969 and has been named to Institutional Investor's 'All-America Research Team' 26 times since its inception in 1972. Mr. von Rumohr is a member and past President of the Aerospace Analysts' Society of New York and has taught the Aerospace Industry portion of the Boston Society of Security Analysts' courses on analysis. He received a BA from Harvard College and an MBA from Harvard Business School. Profile
TWST: Todd, let's begin by reviewing the performance of the Aerospace

and Defense stocks over the past 12 months; what stands out, as you look

back at the performance of the stocks that you