Technology >> Analyst Interviews >> July 12, 2004

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 Analyst. Profile
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

Internap (IIP) and are