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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: tech101 who wrote (17114)10/6/2006 7:04:58 PM
From: Frank A. Coluccio  Read Replies (1) of 46821
 
Google's hands would really be full to the point of dealing with the untenable, if it elected at this time to go into all (or even a significant number of) neighborhoods. If they did so, it would have to be by some other means than organically. It's in the last mile and in some regions, in the second mile, that the prospective fiber that you mentioned would be required in order to speed up video delivery in a uniform manner. For now, the company has all to do in order to keep its WAN and its distributed server factories fluid, and its burdens in those areas only increase as it grows and adds enhancements to its offerings.

For the moment, Google is almost entirely dependent on the ILECs, the MSOs and other established residential network providers for the delivery of its services and "products" to end users, and this is how it will very likely remain for the foreseeable future, if not always. I think I've mentioned this here in the past, but I've questioned a trusted source within Google about this recently, and the reply I received, minus my own speculation about its growth issues and the "always" part, was consistent with the above.
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