American Tower Corporation at TD Cowen Communications Infrastructure Summit Transcript
Thank you very much. Good afternoon. My name is Greg Williams. I cover cable, wireless and comm infra here at TD Cowen. I'm joined in this session by Rich Rossi, the Executive Vice President and President of the US Tower Division of American Tower. Rich, thanks for joining us.
Before we start about talking with the US carrier activity, et cetera, the elephant in the room from earlier last week was about. SpaceX and they said more specifically we can figure out a network topology using femtocells, putting them around homes and their dishes or putting them even in Tesla cars.
I just wanted to maybe vet that a little bit with your opinion on what that would mean. Would that disenfranchise any towers and just your general thoughts on that. I know there's a lot of more questions than there are answers to that. Your thoughts would be appreciated.
Sure. I think that when you look at buildouts in the US
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