I'll also be speaking at the NextGen conference in Bristol on 15th November, covering broadly the same ground, but also revisiting some of the themes I covered in my previous NextGen appearance in Manchester two years ago (slides). As I tried to stress then, I expect there may be a large gap between the perceived value of fibre today (i.e., the tiresome "it's a better triple play") versus the "option value" of fibre as an enabler of applications and services we haven't even dreamt of yet.
As I've stated numerous times over the years, the flaw in the current structure of the "telecom industry" is that conventional telcos, as constituted today, will find it impossible to capture the benefits of those developments in a way which translates directly into "shareholder value." As such, they have limited incentive to invest in enabling the benefits of such innovation across an entire community. Ergo, I would argue that a strategy focused on "stakeholder value" is the appropriate framework for moving forward. Call it "A Unified Theory of Fibre."
If you're planning on being at either event, by all means stop by and say hello.