Om Malik writes:
The broadband penetration is growing at speed which makes everything else look puny. (okay take wireless adoption out of the equation.) Point Topic reports that globally broadband lines have galloped past 123 million. The number of broadband lines worldwide increased by almost 55% to over 123 million in the 12 months to 30 June 2004. DSL lines increased by over 30 million, or 66%, to 78 million. Cable modem and other broadband lines increased by nearly 13 million, or 39%, to 45 million. One big feature of the market in the last year is the growth of broadband services over fibre, so called ‘Fibre-to-the-building’, FTTB, or FTTx to cover all the options. The FTTx share of ‘other broadband’ lines accounted for 9 million lines by 30 June, or 7.3%.
So what does this all mean? Well for starters all those things Rafat talks about on his blog – content – is now a viable market. Add to that VoIP, IPTV and other emerging technologies, I think the market is now big enough to support innovation.