INTERNET INFRASTRUCTURE & NETWORKING STOCKS: TOM WATTS – SG COWEN SECURITIES CORP
TOM WATTS is a Managing Director and Senior Analyst at SG Cowen. Mr.
Watts leads the telecom equity research team covering telecom services,
data & internet services, and satellite services. Prior to joining SG
Cowen, Mr. Watts served as a Managing Director and First Vice President
at Merrill Lynch, where he received top rankings for coverage of the
satellite communications sector by both Institutional Investor magazine
and the Wall Street Journal. He also received broader recognition, being
named by the Wall Street Journal as one of the seven best stock pickers
across all industry segments. Previously Mr. Watts held senior positions
at Bear Stearns, Ascent Communications Advisors, and Booz Allen &
Hamilton. Mr. Watts received his MBA from Harvard Business School and
his BA from Stanford University. Mr. Watts is a Chartered Financial
TWST: Could you start with a quick overview of what you're covering in
the infrastructure space?
Mr. Watts: Right now, we have active coverage on Equinix (EQIX) and