Industry & Services >> Sector Roundtables >> February 28, 2000

Roundtable Forum: Trucking Industry

THOM S. ALBRECHT is a Senior Vice President at BB&T Capital Markets. He provides equity research coverage of the transportation industry, including truckload and less-than-truckload carriers as well as the large integrated air cargo carriers. Prior to joining BB&T Capital Markets, Mr. Albrecht oversaw the transportation research effort at ABN AMRO, Inc., for almost three years and prior to that was at A.G. Edwards for 11 years, where he started the transportation research group. Mr. Albrecht holds a BS in Business Administration from Central Missouri State University and he is also a Chartered Financial Analyst. Profile
PAUL JEANNE is an Equity Analyst with Deutsche Banc Alex.Brown, covering trucking and ground-based logistics companies. Prior to joining the firm, he was associated with Arthur Andersen, LLP as a Senior Financial Analyst. Mr. Jeanne is a Chartered Financial Analyst and a Certified Public Accountant. He holds a Bachelor's degree in Mathematics and Economics from Vanderbilt University and an MBA from Emory University. Mr. Jeanne enjoys reading, golf, jogging and spending time with his daughter. Profile
JEFFREY A. KAUFFMAN is a Vice President with Merrill Lynch & Co. covering the transportation sector. He was previously associated with Sanford C. Bernstein and Alex. Brown & Sons. Mr. Kauffman received a BA in Accounting and an MBA from the University of Indiana. In his leisure, he enjoys skiing, golf, baseball and Labrador retrievers, especially his own. Profile
TWST: I'd like to ask each of you to tell us about the way that you look

at the trucking industry, and how the industry has changed over the past

few years. Jeff, will you begin?

Mr. Kauffman: