SPOTLIGHT: UBS bearish on U.S broadband


Is the U.S. broadband market half-full or almost empty of future growth? UBS AG analyst John Hodulik noted this week something which several other researchers have noted: The U.S. broadband market has passed 50% penetration and subscriber additions seem to be slowing down. More notably, however, Hodulik said future growth may be more limited than it appears, since only 77% of U.S. households have computers to which broadband pipes can be connected.

A broadband slowdown was expected--or should have been expected--by many service providers. But, it's doubtful they believed the ceiling to be quite so low. Can they convince the Internet-illiterate to buy into broadband for different reasons?

For more:
- Light Reading follows Hodulik's observations

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