Consumer >> Analyst Interviews >> June 2, 2004

CABLE SERVICES & EQUIPMENT: ALAN BEZOZA – FRIEDMAN, BILLINGS, RAMSEY GROUP INC

Alan Bezoza watches cable for a living. He really watches cable. As a senior analyst covering the entire broadband cable sector at friedman, billings, ramsey group, inc., Mr. Bezoza offers a unique perspective on the industry, looking at the cable 'food chain' from the service providers to the technology vendors. Mr. Bezoza joined FBR after several years covering broadband cable stocks as an executive director at CIBC World Markets. He focused on the cable service providers and cable equipment firms, and spent significant time examining providers of both the telecom and cable equipment used in the 'last mile.' Previously at CIBC, he was an equity analyst following companies in the aerospace and defense industries. He has also been a portfolio analyst, analyzing opportunities in the emerging and international small cap markets at Lazard Freres Asset Management. Mr. Bezoza holds a BS in finance from Lehigh University. Profile
TWST: Can we start with a quick overview of your coverage?

Mr. Bezoza: If you look at my universe, i.e., the cable universe, the

cable services and equipment universe is really the food chain