Can America add 10M lines of fiber in 2023? Moffett says no.

Top analyst Craig Moffett adds up announcements for US fiber homes passed and finds plans for 10 million in 2023. AT&T alone plans 4 million.

He finds that unrealistic due to the well-publicized staffing and supply problems. But soon after, I discovered that the UK passed 4 million homes the last year. Britain has 68 million people, the US, 330 million. If the US built at the UK level, we could do 17 million per year.

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$30,000/subscriber as Starry goes public

https://bit.ly/2starry

Starry is a Boston ISP that is claiming a going public value of $1.5 billion on 48,000 subscribers. That’s about 1% of the homes passed. They’ve spent over $200 million.

Its implicit business proposition is that about 1 in 5 cable homes will switch to wireless in the next five years and that a substantial share will choose Starry over T-Mobile, Verizon, and others.

I originally wrote “That’s about as likely as MySpace reclaiming the #1 position in web music.”

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