Natural Resources >> Sector Roundtables >> March 26, 2001

Roundtable Forum: Specialty Chemicals

David Begleiter follows the U.S. chemicals and agriculture industries for the North American equity research group of Deutsche Bank Securities, Inc., which he joined in August 2002. A Securities Analyst for the past 16 years, Mr. Begleiter previously covered the chemicals industry as Senior Analyst for ABN AMRO and Credit Suisse First Boston. Prior to his equity research career, Mr. Begleiter worked as a Corporate Banking Officer, serving the natural resources industry at Bank of Montreal and Midland Bank. He also worked as an Accountant at Coopers & Lybrand. Mr. Begleiter holds an MBA in finance from New York University and a B.A. in political science from Haverford College. He is a CFA charterholder and a CPA. Profile
TWST: Mark, lets start with a quick look at the performance of the specialty chemical stocks in 2000, and how theyve done in 2001 year-to-date.

Mr. Gulley: Lets go back to 1996. The