This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Google Fiber Is Good for the Country, and for Google

Stocks in this article: GOOG QCOM SWKS ERIC PANL AAPL YHOO

Much more motivating, according to BTIG LLC analyst Richard Greenfield, is "getting broadband speeds up nationwide and ending the digital divide to help improve the YouTube experience and frankly every experience on the Internet." Or, as Pivotal Research Group analyst Brian Wieser contends, Google is simply "demonstrating that it will 'protect the moat' around its cash-cow paid search business by spending hundreds of millions (and eventually billions?) of dollars on Google Fiber."

What's good for the Internet is good for Google, in other words, and vice-versa. The bundle currently offered by Google Fiber becomes such an afterthought in this context that its management could easily be assumed by Google's up-and-running video operation, YouTube LLC.

If so, as its website reveals, YouTube is already set up to unbundle any bundle Google Fiber might be offering and repurpose its many splintered parts as a la carte programming. Only YouTube calls its unbundled selections "subscriptions," which users select after browsing channels grouped under such headings as "Movies," "Sports" and "TV Shows."

Users can then go completely granular and subscribe to an episode of "Doctor Who" for $1.99, say, or less granular and subscribe to the BBC for free. The point is users customize their programming line-ups in ways that offer complete flexibility and total control over what their video charges will be.

All of which suggests the next chapter of the Internet is already here. With the help of YouTube, all Google has to do is to get bundled-up cable customers to turn the page.

Google was gaining 0.3% to $801.60. Shares have advanced 35% in the past 12 months.

Written by Richard Morgan in New York

2 of 2

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,356.87 +288.00 1.69%
S&P 500 2,012.89 +40.15 2.04%
NASDAQ 4,644.3120 +96.4780 2.12%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs