Microwaves, Proprietary Fiber, and the Confusing Latency Race

greg-wood-cs
Greg Wood, Deutsche Bank Securities

You know that cute bartender who chats you up for 15 minutes, flips her hair around, laughs at all your jokes, and then just when you're about to crank the flirt-o-meter to 11, she finds something fascinating on her phone and ignores you for the rest of the night? Confusing, right? Her messages are more mixed than her White Russians.

That's how I felt at the Futures Industry Association (FIA) New York Expo late last week. On one hand, the prevailing sentiment was that the race to zero is turning

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