Natural Resources >> Sector Roundtables >> October 23, 2000

Roundtable Forum: Outlook For Energy

MICHAEL C. HARRIS is a Securities Analyst at Conseco Capital Management. He completed Level III of the CFA exam and is waiting for Charter. Mr. Harris was previously associated with TCI Cable Television. He received an MBA from Indiana University. Profile
MAGNUS FYHR is a Managing Director at Jefferies & Company, Inc., specializing in the marine transport industry within the equity research energy group. He was previously associated with Everen Securities in Houston and Lehman Brothers in New York. Prior to that, Mr. Fyhr also worked as an Energy Analyst for Spectron Energy in New York and Unocal in Houston. He received a BA in Finance from Houston Baptist University and an MBA in Finance from the University of St. Thomas. Profile
Fadel Gheit is a Managing Director and senior analyst covering the oil and gas sector. He spent six years with Mobil Oil and five years with Stone & Webster. He has been an energy analyst since 1986 with Mabon Nugent and JP Morgan and has been with Oppenheimer & Co. Inc. since 1994. He has been named to The Wall Street Journal All-Star Annual Analyst Survey four times and was the top-ranked energy analyst on the Bloomberg Annual Analyst survey for four years. He is one of the most quoted analysts on energy issues and has testified before the U.S. Senate and the U.S. House of Representatives about oil price speculation, and is a frequent guest on TV and radio business programs. He holds a BS degree in Chemical Engineering from Cairo University and an MBA degree in Finance from New York University. Profile
ALVIN D. SILBER is the Energy Research Analyst at Herzog, Heine, Geduld, Inc. Previously, he was associated with Kidder, Peabody & Co., Dean Witter, and Mobil, Inc. Mr. Silber received his Bachelor's degree in Economics from New York University, as well as his Master's degree and a Doctorate in Chemical Engineering. He is member of the National Petroleum Investment Analysts and the NYSSA. Profile
TWST: Mike, what are the sectors that Conseco includes under the energy


Mr. Harris: We divide the space into the major integrateds, independent

exploration and production (E&P),