Consumer >> Sector Roundtables >> May 8, 2000

Roundtable Forum: Gaming Industry

ROBIN FARLEY is a Vice President and Senior Analyst in the Equity Research Division of Deutsche Banc Alex. Brown, where she covers the cruise line, gaming and leisure industries. Prior to joining the firm, she was associated with Ladenburg Thalmann & Company as an Equity Analyst. Ms. Farley holds a Bachelor's degree from Princeton University and an MBA from Columbia Business School. She is a member of the NYSSA. Profile
HARRY CURTIS is a Managing Director at Robertson Stephens. Prior to joining the firm, he was associated with Smith Barney. Mr. Curtis studied at Williams College and holds a Bachelor's degree from Connecticut College. He is a Chartered Financial Analyst. Profile
DAVID W. ANDERS is employed at Merrill Lynch as a First Vice President covering the lodging and gaming sectors. Prior to this, he was employed by Credit Suisse First Boston for just over three years, where he covered gaming, lodging and leisure companies. Mr. Anders started his career with Montgomery Securities in 1992. He earned a Master of Science degree in Finance from the University of Wisconsin, where he was a member of the Applied Securities Analysis Program. For the last five years Institutional Investor magazine has ranked Mr. Anders as one of the top gaming and lodging analysts. He has been widely quoted in many other trade publications. Additionally, Mr. Anders has appeared on CNBC, CNNfn and Bloomberg Television. 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: I'd like to start with a review of the performance of the gaming

industry over the past six to 12 months. Brian, what stands out as you

look back at the performance of the companies and the