Here’s a seemingly obvious truth for you; there’s no such thing as an infinite TAM. Any market can be saturated, and as saturation approaches all markets can expect to see a slowdown in growth rate. So it is with wireline broadband in general, and cable broadband in the US in particular, according to a Light Reading piece. The thing that I find interesting about these discussions is that people are happy to talk about the trend and seemingly reluctant to accept the cause. Is increased com...
