Google Fiber is a potential disruptor in the...

Google Fiber is a potential disruptor in the broadband space but becoming such “will take time and a lot can happen between now and then,” Wells Fargo analysts said in an email to investors summarizing their visit to the Google Fiber Space in Kansas City, Missouri. Wells Fargo believes Google Fiber’s next target markets will mainly be “down south,” rather than in areas where Comcast and Time Warner Cable already have a major presence, the analysts said. “The roll-out is complex and time-consuming; and the current target markets are not of concern,” Wells Fargo said. “We do realize this could change and believe Google Fiber has the potential” to become a disruptor, but “this is more a ’something to watch’ and nothing we can accurately predict.” Google Fiber is also testing other areas like the small-business segment and is having internal discussions about Wi-Fi, but is unlikely to target home security because of a fragmented market and Google’s “lack of a phone product,” Wells Fargo said.