Industry Agrees Plumbing Matters, Wells Fargo Analyst Says
The most consistent theme at a one-day conference sponsored by Wells Fargo this week was “plumbing matters,” Wells Fargo analyst Jennifer Fritzsche emailed investors Wednesday. “You need the fiber to do every theme which convergence touches -- data centers, small…
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cells, 5G, fronthaul, backhaul, the list goes on and on.” The timing of 5G remains a question, she wrote. “While Verizon has formed a 5G tech forum and expects fixed wireless tests sometime this year, most other participants expect 5G to have scalable deployments by the end of the decade,” she said. “While there was debate around the physics of millimeter wave's role, the commonly held view was that networks will only become more dense over time.”