2014 TFI Conference

Below are links to the slides, videos, and bios for the 9th Annual
TFI Communications Technology Asset Valuation Conference,
January 29-30, 2014, in Austin Texas, sponsored by:

See presenters or TFI about reproducing/sourcing materials.

CONFERENCE DAY 1: Wednesday, January 29, 2014
1—8:30 am – Introductions & Welcome
1— 8:40 am – TFI Research: News and Overview [slides] [video]
Lawrence Vanston, TFI

DATA CENTERS

2 — 9:00 am – Technology Changes in Data Centers [slides] [video]
Mark Murrill, Director Marketing Enterprise and 400V DC, Emerson Network Power

— 9:50 am – Break

3— 10:05 am – Implications for Data Center Assets [slides] [video]
Kelli Batianis-DiPietro, Time Warner-Cable
Alan Schultz, Paradigm Tax Group
Pat Lynch, CBRE

VALUATION ISSUES I

4 — 10:45 am – Implications of Elk Hills Power [video]
    Jerome Weinert, AUS Consultants (Moderator) [no slides]
    Peter Michaels, Attorney, Law Office of Peter Michaels [slides]
    Ruben Miranda, Duff & Phelps [slides]

— 11:20 am – Break

5 — 11:30 am – LTE, The Technology that Killed the Cat: Lessons from MetroPCS and Cricket [video]
Joe Molina, Ryan (Chair) [no slides]
    Jason Butterworth & Jason Chao, Ernst & Young [slides]
    Allison Garton, Cricket Communications [no slides available]
    Stephen Yergeau, T-Mobile [no slides]

LEGACY NETWORKS

6 — 12:05 pm – Transforming the Local Exchange Network [slides] [video]
Lawrence Vanston, TFI

— 12:30 am – Lunch (provided by TFI)

7— 1:30 pm – Outlook for Shutting Down the Legacy Network [Slides] [video]
Charles Burkhardt, CostQuest
Bob McKnight, Cost Quest

8 — 2:00 pm – FTTX vs Legacy: CAPEX Is Now, but OPEX is Forever [slides] [see above video at 21:52]
Kermit Ross, Network Design Decisions Inc.

— 2:20 pm – Break WIRELESS

9 — 2:30 pm – 5G Cellular: How and Why It Will Differ from 4G” [slides] [video]
Dr. Jeffrey Andrews, Professor, Department of Electrical and Computer Engineering, University of Texas at Austin.

— 3:30 am – Break

10— 3:40 pm – Wireless Industry Panel [video]
    Gary Wiggins, AT&T [slides]
Mike Heaton, Duff & Phelps [slides]
    Stephen Yergeau, T-Mobile [no slides]
    Michael Mupo, Verizon [waiting for approval]

11— 4:20 pm – TFI Wireless Forecast Update [slides] [video]
Ray Hodges, TFI

— 4:35 pm – Break

VALUATION ISSUES II

12— 4:40 pm – Applying Forecasts and Cost Studies in Times of Big Change [video]
Jim Dombrowski, Verizon [slides]
Lawrence Vanston, TFI [slides]
    Don Jackson, DuCharme, McMillen & Associates [slides]
    Ken Love, Assistant Attorney General, Tax Section, State of Arizona [slides]
    Robert Davis, Utah Division of Public Utilities [slides]

— 5:30 pm – Day Ends — 6:00 pm – Lake View Reception (Onsite) ‘

CONFERENCE DAY 2: Thursday, January 30, 2014

BROADBAND & VIDEO

13— 8:30 am – GigaBit Broadband: Could It/Will It/Should It Change the World, and If So, How? [slides] [video]
Dr. William Lehr, Research Scientist, Computer Science and Artificial Intelligence Laboratory, Massachusetts Institute of Technology

14— 9:30 am – Rolling Out Gigabit: Status and Economics
Jim Stegeman, CostQuest Associates [slides] [video]

— 10:00 am – Break

15— 10:15 am – TFI Forecast of Broadband Speeds [slides] [video]
Lawrence Vanston, TFI

16— 10:30 am – Impacts on Cable HFC Networks [slides] [video]
Robert Harris, TFI

17— 10:55 am – Google Fiber: Myths, Means and Motives – Panel [no slides] [video]
Lawrence Vanston, TFI (Chair)
William Lehr, Massachusetts Institute of Technology
Robert Harris, TFI
Jim Stegeman, CostQuest Associates

— 11:30 am – Break

VALUATION ISSUES III

18— 11:45 am – Trending in Today’s Communications World [video]
Christian Altenburger, Comcast (Chair)
Carl Hoemke, ASA [slide]
Jim Stegeman, CostQuest Associates [slides]
Jeff Binkley, Deloitte [no slides]