Natural Resources >> Sector Roundtables >> September 15, 2003

Roundtable Forum: Specialty Chemicals

TRACY MARSHBANKS is a Vice President at First Analysis Securities Corporation. Previously, he was associated with Amoco Corp. He received his Bachelor's degree in Chemical Engineering from Colorado State University, his MBA from the University of Chicago and his PhD in Chemical Engineering from Purdue University. Profile
JOHN ROBERTS is a Senior Vice President at The Buckingham Research Group, Inc., responsible for the chemical and materials markets. Mr. Roberts held a similar position at Merrill Lynch for 11 years, and at Kidder, Peabody for two years before that. Relevant earlier experience includes five years at Booz, Allen as a strategy consultant to chemical companies, and five years as a chemical process design engineer. Mr. Roberts holds Master's degrees in Management from the MIT Sloan School, and in Chemical Engineering from Tufts University. He is married with two school-age boys who keep him active in skiing, golf and tennis, and he also serves on the editorial board of Chemical Management Review magazine and the board of directors for the US Section of the Societe de Chemie Industrielle. Profile
ALLAN H. COHEN is a Managing Director at First Analysis Securities Corporation. Prior to joining First Analysis, he was associated with Kemper Securities, Valspar Corporation, Sherwin-Williams and Champion International. He earned his BA degree from SUNY at Buffalo, his MBA from the University of Chicago and his PhD from Northwestern University. Dr. Cohen is a member of the American Chemical Society, the Commercial Development Association and the Chemical Management Research Association. He is married with three children. Dr. Cohen's personal interests include bicycling, sailing, scuba diving, and his family. Profile
TWST: Allan, what has gone on in the specialty chemical markets from a

business point of view so far this year?

Mr. Cohen: There are probably two long-term business issues that have

been of