Wednesday, May 11, 2016

Google Fiber's national ambitions, wireless as interim service, and going to debt markets- Recode

Google Fiber is the most audacious part of the whole Alphabet - Recode

This Recode article quotes an unnamed former Google Fiber staffer as saying Google Fiber's plan is "to grow to be nationwide at some point." The question is at what point considering the enormous backlog of work needed to modernize America's legacy metallic telecommunications infrastructure designed to deliver cable TV and phone service with future proof fiber to to the premise plant. The nation is already a generation behind where it should be relative to completing that task.

The piece also raises the previously reported point of Google Fiber exploring using wireless as an interim delivery technology until fiber to the prem can be installed in order to speed up deployment. But that won't provide a dramatic geographic acceleration since fast wireless service requires fiber backhaul to be installed nearby.

Also mentioned is the prospect of Google Fiber going to the debt markets to borrow the many billions it will need to extend fiber to nearly every American home, business and institution. And many, many billions it will need. As the late Senator Everett Dirksen is oft quoted, "A billion here, a billion there and pretty soon you're talking about real money." And that real money spells the difference between fiber to the press release and fiber to the premise.

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