The dust has all but settled on the broadband stimulus, which is clearly now going to be directed at a modest expansion of broadband to underserved areas. The bill has no money for broader stimulation of broadband deployment of any sort, and the only measure it contains that might impact the broadband industry overall (the “minimum speed” provisions for aid qualification) are now the focus of debate and may be dropped from the bill.
There is a fundamental policy issue emerging between the Obama Administration and the Democratic Congress in our view: The former wants very pragmatic and useful legislation, and the latter wants to address partisan issues and ideology. How that balance will be struck overall is yet to be known.
We have released the second audio brief in our TMT Advisor Planners’ Briefing series, covering the prospects for and impact of broadband stimulus in the U.S. under Obama’s economic stimulus package. As the briefing says, this program is very unlikely to live up to industry expectations, and we offer our views of the impacts of the package in this special audio report.
This is the second report in our series and you must register with us to receive these briefings by email. If you haven’t registered you’ve already missed one report, so don’t delay. Click here for details. Register now via email at: email@example.com. Be sure to mention the TMT Advisor Planners’ Briefing series in your subject line.