Technology >> Sector Roundtables >> November 20, 2000

Roundtable Forum: Online Media

WILLIAM J. LERNER is the Senior Gaming Analyst at Prudential Equity Group, LLC. Prior to focusing on gaming and lodging, Mr. Lerner covered the TV and radio broadcasters as an Associate Analyst. His experience also includes coverage of Mexican telecoms and strategy at Deutsche Morgan Grenfell in New York and Mexico City. He is the author of The Irwin Directory of Emerging Market Brokers, published by Irwin Professional Publishing in 1996. Mr. Lerner received a BA from Syracuse University and an MBA from Boston University. Profile
SAFA RASHTCHY is a Vice President of U.S. Bancorp Piper Jaffray and a Senior Research Analyst focused on the Internet media and commerce. He joined the Equity Research department of U.S. Bancorp Piper Jaffray as a Research Analyst in 1997 and has co-authored key industry reports on the Internet, including 'From e-Publishing to e-Business.' Mr. Rashtchy has developed his research universe with a focus on the values and limitations of online advertising and e-commerce, with increasing attention to the new platforms such as wireless, broadband, and commerce infrastructures. He has been involved in more than 20 investment banking transactions, including IPOs, secondary offerings, and M&A. From 1992 to 1996, Mr. Rashtchy was President of ColorWorks Graphics, the digital imaging company he founded in Boston. Prior to that he worked in various technical and management capacities in computer graphics and engineering companies. Mr. Rashtchy received an MBA from Boston University and a BS in Engineering from Purdue University. He has also published several technical papers and has presented at various industry conferences. Profile
P. GORDON HODGE is a Research Analyst with Thomas Weisel Partners, covering the media and entertainment industries. Previously, he was associated with Montgomery Securities as a Senior Managing Director and Senior Research Analyst, as well as with Dain Bosworth, Inc. as an Associate in Corporate Finance. Mr. Hodge holds a Bachelor's degree in Business from the University of Washington and an MBA from the Graduate School of Business at Stanford University. Profile
JORDAN ROHAN is a Principal and is the Head of Media Research at Wit SoundView Corp., with coverage of the media and entertainment, cable, and online media sectors. He has been covering media companies for over four years, including two years with SG Cowen and UBS Securities. Prior to his career in equity research, Mr. Jordan held business planning and corporate development positions at Walt Disney Company and Intel Corporation. Mr. Jordan earned a BS in Economics from the Wharton School of the University of Pennsylvania, and an MBA from Stanford Graduate School of Business. Profile
TWST: Jordan, let's begin with the impact that the Internet has had on

the media world. How has the advent of the Internet changed the way that

media companies see themselves and the opportunities