High Speed Fiber May Not Be a Must Have
April 27, 2010
Ars Technica’s “16% of US Homes Can Now Get Fiber, but Deployments Slowing” surprised me. I eagerly await high speed fiber in Harrod’s Creek, Kentucky. The links I have now are not up to the task of loading piggy Web pages, downloading “must see” videos, or acquiring the software updates that vendors hose at my netbook with regularity. The article reports:
less than a third of those homes that can order a fiber connection have actually done so. Verizon’s take rate has been decent but not earth-shattering…
What happens to the next generation, rich media services from vendors such as Amazon, Apple, Google, and Netflix, among others, if the necessary connections are not in place? The revenue models built on the assumption that US consumers want super high speed connections may have to be reworked. Maybe Google’s approach is more of a test than a market challenge? Google has some interesting rich media capabilities which, it appears to me, Google has not rolled out. The time may not be propitious for a really big play in high speed to the home. Could the opportunity be in a Meraki type of high speed wireless service?
Stephen E Arnold, April 27, 2010
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