Consumer >> Analyst Interviews >> June 2, 2004
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