Re: Poor Article, no facts, no depth, no good!
Well Rob, some of us might work in the industry.
What I didn't go into, but should have is my rationale for stating that Google is in a better position to do this. If one were to simply look at the financials for all of the major players, then compare them to Google's financials, you see that Google has nearly 11B in cash, their debt is relatively very low (lower than all three of the big competitiors), and yet their income EBITDA is on par with all of the big three. In fact, their income is greater than two out of three of the big three.
The broadband business is very messy to get into, there are regulatory hurdles, municipalities to deal with, leases and easements that have to be procured, etc. Google had to experience that mess and find a way to get lessons learned, analyze them, and then work out a project plan that can work harmoniously with the deployment schedule.
My point is this, it takes awhile to do these things. FiOS, DSL, etc all took years to implement, and the players there already had pretty much most of the fiber in the ground. I don't expect Google to be able to deploy it all tomorrow, or even within the next 5 years, but what I can tell you is that once the fiber is there, that is more than 3/4 of the battle.