Although the idea of
Google Fiber rolling into your neighborhood and obliterating incumbent cable providers may be a pipe dream in the short term, at least one analyst thinks that
Google’s fiber-to-the-home network will pose serious challenges for both the cable and telecom industries in the long run.
Per MarketWatch, Bernstein analyst Carlos Kirjner has issued a new research note explaining why
Google Fiber is “an attractive risk-return profile, with very limited downside and potential for material economic upside” that could disrupt the American Internet service provider landscape.
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