Google: Non-Search Assets To Drive Near-Term Growth; Long Term Growth Built on Connectivity Assets?
Marginal cost pricing is part of the strategy, of course. Google will be more aggressive about this than legacy ISPs.
But even legacy ISPs will face pressure to price at marginal cost.
Huge implications, to be sure.
Google: Non-Search Assets To Drive Near-Term Growth http://m.seekingalpha.com/article/3319235?source=ansh $GOOG, $VIA, $VIAB, $FB, $GOOGL