Natural Resources >> Analyst Interviews >> July 2, 2001

Steel Industry Overview: Michael Gambardella – J.p. Morgan Chase

MICHAEL F. GAMBARDELLA is a Managing Director, Equity Research, at J.P. Morgan. He joined Morgan as a Credit Research Analyst and later worked in private banking. He has also served as the Steel Analyst in Morgan's Financial Advisory Department, monitored and evaluated steel and steel- related industries; advised clients and senior Morgan management on implications of short-and long-term industry trends. Mr. Gambardella joined the Equity Research effort and has played a key role in Morgan's steel equity offerings, and is the Head of Morgan's global steel equity research team. He initiated coverage of the aluminum sector in 2000. He is the only equity analyst to be ranked by investors in the US, Latin America and Europe. Mr. Gambardella holds a BBA in Finance from Baruch College, City University of New York, and an MBA from the Stern School of Business, New York University. Profile
TWST: Michael, let's start with the approach that you take to the steel

industry at J.P. Morgan Chase, where I believe that your coverage is not

restricted to US companies.

Mr. Gambardella: