North American fiber to home numbers still are small, but the direction is positive, says the Fiber to Home Council. The markets don't like the magnitude of investment, but telcos don't have much choice but to bet the farm. Managerial prowess will prove important, but this bet will pay off. If IP-delivered video really does take off, in both the enterprise and consumer spaces, private networks have to be part of the solution.
And private networks will result in more revenue for access providers. To the extend that public networks are involved, it isn't clear that "all you can eat" plans can survive. Users will have to pay more for consumed bandwidth. That doesn't mean current pricing metrics necessarily are affected. But applications that chew up 1,000 times more bandwidth than voice will have to be provided at retail prices that reflect those levels of consumption. New networks will be built, no doubt.
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