Thanks to reader Frank Coluccio who pointed me toward a recording of the Fiber Infrastructure Panel at Oppenheimer's Technology, Media & Telecommunications conference that can be found on the website of abvt. The panel's experts included Abovenet's Bill LaPerch, Zayo's Dan Caruso, Allied Fiber's Hunter Newby, USMetroTel's Frank Mambuca, and CityTel's NiQ Lai. That group contains some of the greatest prophets of fiber and the dumb pipe out there right now, spanning a very wide variety of geographies and business models. The recording is worth a listen to anyone interested in fiber infrastructure - especially during the dog days of August which aren't usually the biggest news period of the year.
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