When did G.fast receive standardization? April 2014. When is commercial launch expected now that standards were finished early (was expected no sooner than EOY 2014)? 2015. Is this tech going to impact cost structures when 1 gbps and pricing? You can bet your backside. 80% cost of install reduction vs. full fiber-to-the-home. Upload/download can be customized but as long as the fiber node is 100m or less you have 1 gbps at your discretion of upload/download. 800/200 or 500/500 simultaneous. Last Fall announcements hit that G.fast has been adapted to coaxial in addition to the work on twisted copper telephone lines. If Google can turn a profit on $120 ISP/TV bundle with cost of full fiber install then what is pricing with 80% of install cost removed using G.fast? $80 for an ISP/TV bundle? G.fast is the introduction of internal combustion engine for the old horse carriage. Buggy whip makers are worried and the barrier for entry is falling for content bundlers and producers. DTV purchase by AT&T has me ROFLMAO. DTV/DISH are today's version of AOL market moat.
Electric companies getting into fiber ISP. G.fast coming will change the landscape as well. The competitive moat is changing for legacy telecom and they are scrambling to defend the castle as the moat evaporates. VOIP even threatens mobile revenues in populated areas....Google looking to use old NYC pay phones as WiFi hot spots. Massive transition in tech and pricing structures has legacy telecoms pulling out all the stops to stall the advance.
Radarmonkey, Spot on. They are going to become public utilities with VOIP if the telecoms get their way with agenda to abandon copper. Make them class II and put the hammer on them with net neutrality. Throttling is antitrust when the ISP is bundling its own video services.
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